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
UHC
4926
Union Heritage Capital
Michigan
$165M +$677K +0.4% 53
SWM
4927
Seaside Wealth Management
California
$165M +$13.3M +9% 49
SSW
4928
Smith Shellnut Wilson
Mississippi
$165M +$2.57M +2% 135
AFS
4929
Access Financial Services
Minnesota
$165M +$727K +0.4% 89
GI
4930
Glovista Investments
New Jersey
$165M -$36.8M -18% 53
RPCONE
4931
Retirement Planning Company of New England
Rhode Island
$164M +$11.8M +8% 223
CB
4932
CNB Bank
Pennsylvania
$164M +$4.35M +3% 499
HCM
4933
Hutner Capital Management
Vermont
$164M +$2.86M +2% 44
PWS
4934
Paragon Wealth Strategies
Florida
$164M +$80.8M +97% 262
PFA
4935
Pinnacle Family Advisors
Missouri
$164M +$24.3M +17% 110
RA
4936
Rockingstone Advisors
Massachusetts
$164M +$30.3M +23% 109
CFP
4937
Cypress Financial Planning
New Jersey
$164M +$14.5M +10% 57
CIA
4938
Cape Investment Advisory
Georgia
$164M 963
BCM
4939
BHZ Capital Management
California
$164M -$36.3M -18% 131
BC
4940
Bridgefront Capital
Texas
$164M +$20.5M +14% 633
TFA
4941
Trinity Financial Advisors
Ohio
$164M +$11.5M +8% 72
KIG
4942
Kennedy Investment Group
New Jersey
$164M +$6.48M +4% 122
RBC
4943
Rye Brook Capital
Connecticut
$164M +$9.27M +6% 28
RI
4944
Ridgewood Investments
New Jersey
$163M +$24.9M +18% 829
SFP
4945
Strategic Financial Partners
Oregon
$163M -$579K -0.4% 75
LFP
4946
Leeward Financial Partners
Washington
$163M +$18.5M +13% 74
TWM
4947
Triton Wealth Management
Arizona
$163M -$1.38M -0.8% 86
WAM
4948
WFA Asset Management
Wisconsin
$163M +$10.7M +7% 250
ACM
4949
Alight Capital Management
New York
$163M +$69M +74% 63
RM
4950
Rudius Management
New York
$163M +$12.1M +8% 5