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
VH
5001
V3 Holding
New York
$224M -$228M -50% 1
HH
5002
HWG Holdings
Texas
$224M -$81.1M -27% 140
CIA
5003
Corigliano Investment Advisers
North Carolina
$224M +$15.4M +7% 55
T
5004
Transce3nd
Texas
$224M -$71.3M -24% 1,632
OPPS
5005
Obsidian Personal Planning Solutions
Maryland
$224M +$16.6M +8% 113
AB
5006
ANB Bank
Colorado
$224M -$3.97M -2% 125
SIM
5007
Sims Investment Management
Ohio
$224M +$46.9M +27% 45
MCM
5008
Moerus Capital Management
New York
$224M -$50.4M -18% 19
CNBT
5009
Cornerstone National Bank & Trust
Illinois
$224M +$5.81M +3% 177
EML
5010
Eos Management LP
New York
$224M -$13.9M -6% 43
NWWA
5011
New Wave Wealth Advisors
Arkansas
$223M -$20.8M -9% 719
EF
5012
Exeter Financial
Arizona
$223M +$4.48M +2% 91
LAM
5013
Lynch Asset Management
Pennsylvania
$223M -$24.1M -10% 45
OFS
5014
OMC Financial Services
New York
$223M -$12.4M -5% 63
FCG
5015
Financial Connections Group
California
$223M +$14.7M +7% 246
HFRG
5016
Houlihan Financial Resource Group
Virginia
$223M -$11.9M -5% 105
FWM
5017
Forza Wealth Management
Florida
$222M +$2.99M +1% 184
HBW
5018
Hazlett, Burt & Watson
West Virginia
$222M -$3.45M -2% 862
NCM
5019
NCM Capital Management
New Jersey
$222M +$450K +0.2% 176
AP
5020
Affinity Partners
Florida
$222M -$38.7M -15% 1
RA
5021
Rockingstone Advisors
Massachusetts
$222M -$4.22M -2% 104
PTEAP
5022
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$222M +$91.7M +70% 12
JIC
5023
Juniper Investment Company
New York
$222M -$31.6M -12% 11
KNFPWM
5024
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$222M +$8.37M +4% 73
WIM
5025
Wittenberg Investment Management
Massachusetts
$222M -$32.9M -13% 77