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
WMA
4901
Wealth Management Associates
New Jersey
$171M -$5.4M -3% 200
OAP
4902
One Advisory Partners
Kansas
$171M -$6.5M -4% 47
WFS
4903
Weitzel Financial Services
Iowa
$171M -$4.94M -3% 39
LFA
4904
LifeGuide Financial Advisors
Pennsylvania
$171M +$23.2M +16% 39
OCPWS
4905
One Charles Private Wealth Services
Massachusetts
$171M -$1.03M -0.6% 128
OWA
4906
Opal Wealth Advisors
New York
$171M -$29.6M -15% 158
SW
4907
Simplicity Wealth
New Jersey
$171M +$10M +6% 104
FI
4908
FIDELIS iM
Oregon
$171M -$5.27M -3% 19
BAM
4909
Bayshore Asset Management
Florida
$171M -$12.8M -7% 35
ZIG
4910
Zullo Investment Group
Pennsylvania
$171M -$4.47M -3% 142
FFC
4911
First Financial Corp
Indiana
$171M +$14.6M +9% 389
TF
4912
Theory Financial
Colorado
$171M -$3.18M -2% 74
FFG
4913
Fortem Financial Group
California
$171M +$1.79M +1% 168
TL
4914
Tradewinds LLC
North Carolina
$170M +$596K +0.4% 125
PWA
4915
Phoenix Wealth Advisors
North Carolina
$170M -$1.6M -0.9% 112
AI
4916
Acuitas Investments
Washington
$170M -$1.63M -0.9% 122
PCMK
4917
Paragon Capital Management (Kansas)
Kansas
$170M -$4.16M -2% 56
AAG
4918
Avalon Advisory Group
Pennsylvania
$170M -$5.77M -3% 9
IVMX
4919
Institutional Venture Management XV
California
$170M -$84.3M -33% 5
CB
4920
CNB Bank
Pennsylvania
$170M -$175K -0.1% 518
BC
4921
Barrett & Company
Rhode Island
$170M -$2.64M -2% 643
DS
4922
Dalal Street
Texas
$170M +$96.2M +131% 3
WAM
4923
Westport Asset Management
Connecticut
$170M -$8.72M -5% 73
3IP
4924
3Chopt Investment Partners
Virginia
$169M -$30.4M -15% 141
HAM
4925
Hanwha Asset Management
South Korea
$169M +$5.26M +3% 1