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
SHA
4901
Seneca House Advisors
Virginia
$235M -$16.9M -7% 90
SN
4902
Sittner & Nelson
Oregon
$234M +$3.66M +2% 523
BBWP
4903
Beacon Bridge Wealth Partners
Pennsylvania
$234M -$1.09M -0.5% 89
HWM
4904
Hassell Wealth Management
Louisiana
$234M -$13.8M -6% 26
HCM
4905
Hutner Capital Management
Vermont
$234M +$27.3M +13% 48
BIM
4906
Breakwater Investment Management
Washington
$234M -$1.09M -0.5% 319
OAP
4907
One Advisory Partners
Kansas
$234M +$8.84M +4% 51
CL
4908
COWA LLC
Oklahoma
$234M +$17.1M +8% 131
AFG
4909
American Financial Group
Ohio
$234M +$14.4M +7% 62
T
4910
TOBAM
France
$234M -$93.7M -29% 338
1M
4911
1248 Management
Missouri
$234M +$1.82M +0.8% 172
PD
4912
Planning Directions
Pennsylvania
$234M +$61.6M +36% 119
APIM
4913
Agate Pass Investment Management
Washington
$234M +$12.6M +6% 111
AFC
4914
Adaptive Financial Consulting
Ohio
$234M -$7.58M -3% 21
SM
4915
Sensible Money
Arizona
$233M +$5.31M +2% 84
WMA
4916
Wealth Management Associates
New Jersey
$233M -$683K -0.3% 225
ZIG
4917
Zullo Investment Group
Pennsylvania
$233M -$14.4M -6% 151
WAM
4918
Weinberger Asset Management
California
$233M -$6.26M -3% 82
WRTC
4919
Wind River Trust Company
Wyoming
$233M -$21.2M -8% 9
BLAM
4920
Bourne Lent Asset Management
New York
$233M -$29.3M -11% 62
EC
4921
Eaton-Cambridge
Arizona
$233M +$8.7M +4% 40
NAH
4922
Neumann Advisory (HK)
Hong Kong
$233M -$108M -32% 10
WAOI
4923
Wealth Advisors of Iowa
Iowa
$233M +$34.3M +17% 77
MCF
4924
MKA Charitable Fund
California
$233M -$32M -12% 1
XSC
4925
X-Square Capital
Puerto Rico
$233M -$10.6M -4% 168