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
CC
4926
Constitution Capital
Connecticut
$165M +$3M +2% 70
EP
4927
Essential Planning
New Hampshire
$165M +$34.6M +27% 55
LAM
4928
Lapides Asset Management
Connecticut
$165M -$22.7M -12% 53
SWM
4929
Silverlake Wealth Management
Vermont
$165M +$4.53M +3% 223
HH
4930
HWG Holdings
Texas
$165M +$11.5M +8% 138
LC
4931
Littlejohn & Co
Connecticut
$165M -$1.16M -0.7% 71
HSWM
4932
Hubbell Strickland Wealth Management
Louisiana
$165M +$401K +0.2% 68
SF
4933
Safeguard Financial
Wisconsin
$165M +$25.1M +18% 81
DCM
4934
Davidson Capital Management
Texas
$165M +$18.9M +13% 159
UHC
4935
Union Heritage Capital
Michigan
$165M +$677K +0.4% 53
SWM
4936
Seaside Wealth Management
California
$165M +$13.3M +9% 49
SSW
4937
Smith Shellnut Wilson
Mississippi
$165M +$2.57M +2% 135
AFS
4938
Access Financial Services
Minnesota
$165M +$727K +0.4% 89
GI
4939
Glovista Investments
New Jersey
$165M -$36.8M -18% 53
RPCONE
4940
Retirement Planning Company of New England
Rhode Island
$164M +$11.8M +8% 223
CB
4941
CNB Bank
Pennsylvania
$164M +$4.35M +3% 499
HCM
4942
Hutner Capital Management
Vermont
$164M +$2.86M +2% 44
PWS
4943
Paragon Wealth Strategies
Florida
$164M +$80.8M +97% 262
PFA
4944
Pinnacle Family Advisors
Missouri
$164M +$24.3M +17% 110
RA
4945
Rockingstone Advisors
Massachusetts
$164M +$30.3M +23% 109
CFP
4946
Cypress Financial Planning
New Jersey
$164M +$14.5M +10% 57
CIA
4947
Cape Investment Advisory
Georgia
$164M 963
BCM
4948
BHZ Capital Management
California
$164M -$36.3M -18% 131
BC
4949
Bridgefront Capital
Texas
$164M +$20.5M +14% 633
TFA
4950
Trinity Financial Advisors
Ohio
$164M +$11.5M +8% 72