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
AA
4826
ACT Advisors
North Carolina
$143M +$7M +5% 32
SC
4827
Steph & Co
Wisconsin
$143M -$20.5M -12% 237
CPP
4828
Capasso Planning Partners
South Carolina
$143M +$2.34M +2% 100
WLPWM
4829
Walled Lake Planning & Wealth Management
Illinois
$143M -$2.02M -1% 81
HIC
4830
Harbor Island Capital
Massachusetts
$143M -$20.4M -12% 15
HCM
4831
Hutner Capital Management
Vermont
$143M -$9.41M -6% 44
WFC
4832
Western Financial Corp
California
$143M +$2.29M +2% 106
IIM
4833
Ironwood Investment Management
Massachusetts
$143M -$6.59M -4% 171
FWM
4834
FSA Wealth Management
Massachusetts
$143M +$107M +297% 54
SFPG
4835
Stonebridge Financial Planning Group
Florida
$143M -$4.37M -3% 123
CSB
4836
City State Bank
Iowa
$143M -$524K -0.4% 721
SHG
4837
Sheares Healthcare Group
Singapore
$143M +$77.5M +119% 1
NV
4838
Northpond Ventures
Maryland
$143M +$37.7M +36% 5
SWM
4839
Soundmark Wealth Management
Washington
$143M +$2.34M +2% 60
HSG
4840
Helen Stephens Group
Texas
$143M +$1.7M +1% 65
BFA
4841
BMS Financial Advisors
South Dakota
$143M -$10.2M -7% 117
GA
4842
GoalVest Advisory
New York
$143M -$15.2M -10% 330
SFP
4843
Sterling Financial Planning
New Jersey
$143M +$356K +0.3% 90
MA
4844
Menlo Advisors
California
$143M -$8.26M -5% 34
RSC
4845
Red Spruce Capital
Pennsylvania
$142M -$7.55M -5% 88
CCC
4846
Cincinnati Casualty Company
Ohio
$142M -$10.7M -7% 26
WFS
4847
Weitzel Financial Services
Iowa
$142M -$5.06M -3% 37
PSF
4848
Pacific Sun Financial
California
$142M -$9.26M -6% 181
APSI
4849
Asset Planning Services Inc
Louisiana
$142M -$10.3M -7% 36
TAM
4850
Tabor Asset Management
New York
$142M +$7.5M +6% 39