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
NAM
4901
NewGen Asset Management
Ontario, Canada
$155M +$34.2M +28% 34
HG
4902
Harbor Group
New Hampshire
$155M +$17.7M +13% 59
PBO
4903
Peoples Bank (Ohio)
Ohio
$155M +$5.99M +4% 128
HVCM
4904
Hel Ved Capital Management
Hong Kong
$155M +$25.2M +19% 17
TL
4905
Tradewinds LLC
North Carolina
$155M +$17.5M +13% 215
SGC
4906
Slocum, Gordon & Co
Rhode Island
$155M 142
TL
4907
TowerView LLC
New York
$155M -$18.8M -11% 38
FMB
4908
Field & Main Bank
Kentucky
$155M +$6.19M +4% 277
LWP
4909
Laurel Wealth Planning
Minnesota
$155M +$19.2M +14% 224
TPCM
4910
Two Point Capital Management
New York
$155M 22
AAG
4911
Avalon Advisory Group
Pennsylvania
$155M -$4.66M -3% 9
NOI
4912
Newton One Investments
Delaware
$155M +$14.5M +10% 124
GRIM
4913
Greenhaven Road Investment Management
Connecticut
$155M -$11.4M -7% 43
BIP
4914
Bouvel Investment Partners
Pennsylvania
$155M +$4.95M +3% 69
SWM
4915
Soundmark Wealth Management
Washington
$155M +$12.3M +9% 61
MWM
4916
MBE Wealth Management
Wisconsin
$155M +$17.9M +13% 67
GA
4917
GoalVest Advisory
New York
$155M +$12.3M +9% 279
FSA
4918
Financial Services Advisory
Maryland
$155M +$127M +465% 35
LAM
4919
L2 Asset Management
Massachusetts
$155M +$9.59M +7% 137
GAM
4920
Garrison Asset Management
Arkansas
$155M +$13.1M +9% 98
1CM
4921
1492 Capital Management
Wisconsin
$155M +$15.8M +11% 124
RIA
4922
Retirement Investment Advisors
Oklahoma
$155M 48
OCPWS
4923
One Charles Private Wealth Services
Massachusetts
$154M +$3.96M +3% 123
PMIA
4924
Patrick Mauro Investment Advisor
Illinois
$154M +$15.8M +11% 43
BA
4925
Baugh & Associates
Georgia
$154M +$13M +9% 39