Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HA
4676
Harborview Advisors
Maine
$179M -$88K -0% 107
IC
4677
Innealta Capital
Texas
$179M -$18M -9% 62
ACM
4678
Avalon Capital Management
California
$178M +$59.7M +50% 57
SW
4679
StrongBox Wealth
Missouri
$178M +$3.76M +2% 104
FNBOH
4680
First National Bank of Hutchinson
Kansas
$178M -$15M -8% 135
MPW
4681
Monterey Private Wealth
California
$178M +$3.92M +2% 102
ACM
4682
Axel Capital Management
New York
$178M +$2.27M +1% 39
MA
4683
Mezzasalma Advisors
New Jersey
$178M -$3.5M -2% 104
TA
4684
TrueWealth Advisors
Alabama
$178M +$6.44M +4% 147
SIRP
4685
Shelter Insurance Retirement Plan
Missouri
$178M +$3.73M +2% 8
BA
4686
Bennicas & Associates
California
$178M -$4.03M -2% 102
ATIA
4687
American Trust Investment Advisors
New Hampshire
$178M -$8.61M -5% 92
FCCM
4688
First City Capital Management
Georgia
$178M -$4.3M -2% 174
JWBC
4689
John W. Brooker & Co
California
$178M +$6.2M +4% 207
MSAGDF
4690
Moneda SA Administradora General de Fondos
Chile
$177M -$56.4M -24% 46
JP
4691
JNE Partners
United Kingdom
$177M +$41.1M +30% 14
MWP
4692
Madison Wealth Partners
Wisconsin
$177M +$2.64M +2% 74
WFA
4693
Wade Financial Advisory
California
$177M -$5.2M -3% 74
LC
4694
Lakehouse Capital
Australia
$177M +$5.57M +3% 12
CHA
4695
Carmichael Hill & Associates
Maryland
$177M +$114K +0.1% 745
SFI
4696
Sonic Fund II
Hawaii
$177M -$42.4M -19% 32
BIP
4697
Bouvel Investment Partners
Pennsylvania
$177M -$264K -0.1% 66
KM
4698
Kabouter Management
Illinois
$177M +$1.23M +0.7% 7
WFAG
4699
Wescott Financial Advisory Group
Pennsylvania
$177M +$7.12M +4% 75
KFI
4700
Key Financial Inc
Pennsylvania
$177M -$2.23M -1% 964