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
LFP
4801
Leeward Financial Partners
Washington
$207M +$26.4M +15% 93
BHA
4802
Beech Hill Advisors
New York
$207M +$8.41M +4% 94
DIP
4803
Davis Investment Partners
North Carolina
$206M +$18.6M +10% 117
HWP
4804
Highline Wealth Partners
California
$206M +$44.5M +27% 444
BOCM
4805
Bontempo Ohly Capital Management
Maryland
$206M +$23.9M +13% 37
FCB
4806
First County Bank
Connecticut
$206M +$14.2M +7% 171
HFRG
4807
Houlihan Financial Resource Group
Virginia
$206M +$19.4M +10% 101
EF
4808
Exeter Financial
Arizona
$206M +$16.9M +9% 90
PHAM
4809
Palisades Hudson Asset Management
Florida
$206M +$23.5M +13% 98
SST
4810
S Squared Technology
New York
$206M +$20.7M +11% 37
C1AG
4811
Client 1st Advisory Group
Florida
$206M +$16.9M +9% 105
TIA
4812
Tiemann Investment Advisors
California
$206M +$18.9M +10% 191
RWP
4813
Reliant Wealth Planning
Kentucky
$206M +$17.5M +9% 22
PAA
4814
Peregrine Asset Advisers
Oregon
$206M +$13.3M +7% 177
IVMX
4815
Institutional Venture Management XV
California
$206M +$35.8M +21% 5
GAMC
4816
Garner Asset Management Corp
Texas
$206M +$31.1M +18% 348
GWM
4817
Gray Wealth Management
Maine
$205M +$10.3M +5% 137
IIA
4818
ICW Investment Advisors
Arizona
$205M +$19.1M +10% 139
ECML
4819
Eagle Capital Management (Louisiana)
Louisiana
$205M +$23.5M +13% 35
SBF
4820
Sara-Bay Financial
Florida
$205M +$7.87M +4% 78
IPW
4821
IronBridge Private Wealth
Texas
$205M +$20.6M +11% 53
SCM
4822
Stonebridge Capital Management
California
$205M +$22M +12% 77
TFA
4823
Trinity Financial Advisors
Ohio
$205M +$16.8M +9% 78
RPCA
4824
Running Point Capital Advisors
California
$205M +$32.5M +19% 173
EL
4825
EWA LLC
Pennsylvania
$205M +$50.6M +33% 152