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
FF
4851
Friedenthal Financial
New Jersey
$144M -$8.52M -6% 70
CRI
4852
Colonial River Investments
Virginia
$144M -$9.13M -6% 198
AEPBI
4853
AH Equity Partners Bio II
California
$144M +$1.1M +0.8% 4
FI
4854
FIDELIS iM
Oregon
$143M -$6.12M -4% 22
HSWM
4855
Hubbell Strickland Wealth Management
Louisiana
$143M -$6.74M -4% 59
AA
4856
ACT Advisors
North Carolina
$143M +$7M +5% 32
SC
4857
Steph & Co
Wisconsin
$143M -$20.5M -12% 237
CPP
4858
Capasso Planning Partners
South Carolina
$143M +$2.34M +2% 100
WLPWM
4859
Walled Lake Planning & Wealth Management
Illinois
$143M -$2.02M -1% 81
HIC
4860
Harbor Island Capital
Massachusetts
$143M -$20.4M -12% 15
HCM
4861
Hutner Capital Management
Vermont
$143M -$9.41M -6% 44
WFC
4862
Western Financial Corp
California
$143M +$2.29M +2% 106
IIM
4863
Ironwood Investment Management
Massachusetts
$143M -$6.59M -4% 171
FWM
4864
FSA Wealth Management
Massachusetts
$143M +$107M +297% 54
SFPG
4865
Stonebridge Financial Planning Group
Florida
$143M -$4.37M -3% 123
CSB
4866
City State Bank
Iowa
$143M -$524K -0.4% 721
SHG
4867
Sheares Healthcare Group
Singapore
$143M +$77.5M +119% 1
NV
4868
Northpond Ventures
Maryland
$143M +$37.7M +36% 5
SWM
4869
Soundmark Wealth Management
Washington
$143M +$2.34M +2% 60
HSG
4870
Helen Stephens Group
Texas
$143M +$1.7M +1% 65
BFA
4871
BMS Financial Advisors
South Dakota
$143M -$10.2M -7% 117
GA
4872
GoalVest Advisory
New York
$143M -$15.2M -10% 330
SFP
4873
Sterling Financial Planning
New Jersey
$143M +$356K +0.3% 90
MA
4874
Menlo Advisors
California
$143M -$8.26M -5% 34
RSC
4875
Red Spruce Capital
Pennsylvania
$142M -$7.55M -5% 88