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
4726
Harborview Advisors
Maine
$149M +$18.3M +14% 99
VF
4727
Vest Financial
Virginia
$149M 65
VIM
4728
Vista Investment Management
Pennsylvania
$149M +$18.1M +14% 151
HVP
4729
Hudson Value Partners
Florida
$149M 111
MWP
4730
Madison Wealth Partners
Wisconsin
$149M 55
APWA
4731
Atlas Private Wealth Advisors
New Jersey
$149M +$29.2M +24% 814
WFA
4732
Wade Financial Advisory
California
$149M +$22.1M +17% 71
CWA
4733
Clearview Wealth Advisors
Oregon
$149M 595
NC
4734
Nixon Capital
Texas
$149M 35
AC
4735
Avory & Company
Florida
$149M 14
SFG
4736
Sowa Financial Group
Rhode Island
$149M +$8.96M +6% 244
DI
4737
Disciplined Investments
Oklahoma
$148M +$14.1M +10% 435
SEP
4738
Southland Equity Partners
Missouri
$148M 126
VC
4739
Veery Capital
Delaware
$148M 67
MC
4740
MRJ Capital
New York
$148M +$18.9M +15% 52
EWG
4741
Executive Wealth Group
Washington
$148M +$18M +14% 45
IAMOG
4742
Investors Asset Management of Georgia
Georgia
$148M -$1.39M -0.9% 150
JIC
4743
JRM Investment Counsel
Nebraska
$148M +$2.78M +2% 18
MWM
4744
MBE Wealth Management
Wisconsin
$148M +$28.9M +24% 59
NU
4745
Northwestern University
Illinois
$148M -$18M -11% 5
TWS
4746
Thomas W. Smith
$148M -$13M -8% 8
DJYG
4747
David J. Yvars Group
Florida
$148M 79
GECH
4748
Garnet Equity Capital Holdings
New York
$148M +$35.4M +32% 39
LFPWM
4749
Leicht Financial Planning & Wealth Management
New Jersey
$148M +$12.9M +10% 21
FFG
4750
Fullen Financial Group
Ohio
$147M +$16.2M +12% 56