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
MMHP
4851
Murphy Middleton Hinkle & Parker
Georgia
$144M -$10.5M -7% 136
NC
4852
Naman Capital
Brazil
$144M +$3.36M +2% 19
FF
4853
Friedenthal Financial
New Jersey
$144M -$8.52M -6% 70
CRI
4854
Colonial River Investments
Virginia
$144M -$9.13M -6% 198
AEPBI
4855
AH Equity Partners Bio II
California
$144M +$1.1M +0.8% 4
FI
4856
FIDELIS iM
Oregon
$143M -$6.12M -4% 22
HSWM
4857
Hubbell Strickland Wealth Management
Louisiana
$143M -$6.74M -4% 59
AA
4858
ACT Advisors
North Carolina
$143M +$7M +5% 32
SC
4859
Steph & Co
Wisconsin
$143M -$20.5M -12% 237
CPP
4860
Capasso Planning Partners
South Carolina
$143M +$2.34M +2% 100
WLPWM
4861
Walled Lake Planning & Wealth Management
Illinois
$143M -$2.02M -1% 81
HIC
4862
Harbor Island Capital
Massachusetts
$143M -$20.4M -12% 15
HCM
4863
Hutner Capital Management
Vermont
$143M -$9.41M -6% 44
WFC
4864
Western Financial Corp
California
$143M +$2.29M +2% 106
IIM
4865
Ironwood Investment Management
Massachusetts
$143M -$6.59M -4% 171
FWM
4866
FSA Wealth Management
Massachusetts
$143M +$107M +297% 54
SFPG
4867
Stonebridge Financial Planning Group
Florida
$143M -$4.37M -3% 123
CSB
4868
City State Bank
Iowa
$143M -$524K -0.4% 721
SHG
4869
Sheares Healthcare Group
Singapore
$143M +$77.5M +119% 1
NV
4870
Northpond Ventures
Maryland
$143M +$37.7M +36% 5
SWM
4871
Soundmark Wealth Management
Washington
$143M +$2.34M +2% 60
HSG
4872
Helen Stephens Group
Texas
$143M +$1.7M +1% 65
BFA
4873
BMS Financial Advisors
South Dakota
$143M -$10.2M -7% 117
GA
4874
GoalVest Advisory
New York
$143M -$15.2M -10% 330
SFP
4875
Sterling Financial Planning
New Jersey
$143M +$356K +0.3% 90