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
FI
4826
FIDELIS iM
Oregon
$143M -$6.12M -4% 22
HSWM
4827
Hubbell Strickland Wealth Management
Louisiana
$143M -$6.74M -4% 59
AA
4828
ACT Advisors
North Carolina
$143M +$7M +5% 32
SC
4829
Steph & Co
Wisconsin
$143M -$20.5M -12% 237
CPP
4830
Capasso Planning Partners
South Carolina
$143M +$2.34M +2% 100
WLPWM
4831
Walled Lake Planning & Wealth Management
Illinois
$143M -$2.02M -1% 81
HIC
4832
Harbor Island Capital
Massachusetts
$143M -$20.4M -12% 15
HCM
4833
Hutner Capital Management
Vermont
$143M -$9.41M -6% 44
WFC
4834
Western Financial Corp
California
$143M +$2.29M +2% 106
IIM
4835
Ironwood Investment Management
Massachusetts
$143M -$6.59M -4% 171
FWM
4836
FSA Wealth Management
Massachusetts
$143M +$107M +297% 54
SFPG
4837
Stonebridge Financial Planning Group
Florida
$143M -$4.37M -3% 123
CSB
4838
City State Bank
Iowa
$143M -$524K -0.4% 721
SHG
4839
Sheares Healthcare Group
Singapore
$143M +$77.5M +119% 1
NV
4840
Northpond Ventures
Maryland
$143M +$37.7M +36% 5
SWM
4841
Soundmark Wealth Management
Washington
$143M +$2.34M +2% 60
HSG
4842
Helen Stephens Group
Texas
$143M +$1.7M +1% 65
BFA
4843
BMS Financial Advisors
South Dakota
$143M -$10.2M -7% 117
GA
4844
GoalVest Advisory
New York
$143M -$15.2M -10% 330
SFP
4845
Sterling Financial Planning
New Jersey
$143M +$356K +0.3% 90
MA
4846
Menlo Advisors
California
$143M -$8.26M -5% 34
RSC
4847
Red Spruce Capital
Pennsylvania
$142M -$7.55M -5% 88
CCC
4848
Cincinnati Casualty Company
Ohio
$142M -$10.7M -7% 26
WFS
4849
Weitzel Financial Services
Iowa
$142M -$5.06M -3% 37
PSF
4850
Pacific Sun Financial
California
$142M -$9.26M -6% 181