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
WFS
4876
Weitzel Financial Services
Iowa
$171M -$4.94M -3% 39
LFA
4877
LifeGuide Financial Advisors
Pennsylvania
$171M +$23.2M +16% 39
OCPWS
4878
One Charles Private Wealth Services
Massachusetts
$171M -$1.03M -0.6% 128
OWA
4879
Opal Wealth Advisors
New York
$171M -$29.6M -15% 158
SW
4880
Simplicity Wealth
New Jersey
$171M +$10M +6% 104
FI
4881
FIDELIS iM
Oregon
$171M -$5.27M -3% 19
BAM
4882
Bayshore Asset Management
Florida
$171M -$12.8M -7% 35
ZIG
4883
Zullo Investment Group
Pennsylvania
$171M -$4.47M -3% 142
FFC
4884
First Financial Corp
Indiana
$171M +$14.6M +9% 389
TF
4885
Theory Financial
Colorado
$171M -$3.18M -2% 74
FFG
4886
Fortem Financial Group
California
$171M +$1.79M +1% 168
TL
4887
Tradewinds LLC
North Carolina
$170M +$596K +0.4% 125
PWA
4888
Phoenix Wealth Advisors
North Carolina
$170M -$1.6M -0.9% 112
AI
4889
Acuitas Investments
Washington
$170M -$1.63M -0.9% 122
PCMK
4890
Paragon Capital Management (Kansas)
Kansas
$170M -$4.16M -2% 56
AAG
4891
Avalon Advisory Group
Pennsylvania
$170M -$5.77M -3% 9
IVMX
4892
Institutional Venture Management XV
California
$170M -$84.3M -33% 5
CB
4893
CNB Bank
Pennsylvania
$170M -$175K -0.1% 518
BC
4894
Barrett & Company
Rhode Island
$170M -$2.64M -2% 643
DS
4895
Dalal Street
Texas
$170M +$96.2M +131% 3
WAM
4896
Westport Asset Management
Connecticut
$170M -$8.72M -5% 73
3IP
4897
3Chopt Investment Partners
Virginia
$169M -$30.4M -15% 141
HAM
4898
Hanwha Asset Management
South Korea
$169M +$5.26M +3% 1
BAM
4899
Blueshift Asset Management
New Jersey
$169M -$92.5M -35% 458
BPCM
4900
Beach Point Capital Management
California
$169M -$71.1M -30% 21