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
5026
V3 Holding
New York
$224M -$228M -50% 1
HH
5027
HWG Holdings
Texas
$224M -$81.1M -27% 140
CIA
5028
Corigliano Investment Advisers
North Carolina
$224M +$15.4M +7% 55
T
5029
Transce3nd
Texas
$224M -$71.3M -24% 1,632
OPPS
5030
Obsidian Personal Planning Solutions
Maryland
$224M +$16.6M +8% 113
AB
5031
ANB Bank
Colorado
$224M -$3.97M -2% 125
SIM
5032
Sims Investment Management
Ohio
$224M +$46.9M +27% 45
MCM
5033
Moerus Capital Management
New York
$224M -$50.4M -18% 19
EML
5034
Eos Management LP
New York
$224M -$13.9M -6% 43
NWWA
5035
New Wave Wealth Advisors
Arkansas
$223M -$20.8M -9% 719
EF
5036
Exeter Financial
Arizona
$223M +$4.48M +2% 91
LAM
5037
Lynch Asset Management
Pennsylvania
$223M -$24.1M -10% 45
OFS
5038
OMC Financial Services
New York
$223M -$12.4M -5% 63
FCG
5039
Financial Connections Group
California
$223M +$14.7M +7% 246
HFRG
5040
Houlihan Financial Resource Group
Virginia
$223M -$11.9M -5% 105
FWM
5041
Forza Wealth Management
Florida
$222M +$2.99M +1% 184
HBW
5042
Hazlett, Burt & Watson
West Virginia
$222M -$3.45M -2% 862
NCM
5043
NCM Capital Management
New Jersey
$222M +$450K +0.2% 176
AP
5044
Affinity Partners
Florida
$222M -$38.7M -15% 1
RA
5045
Rockingstone Advisors
Massachusetts
$222M -$4.22M -2% 104
PTEAP
5046
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$222M +$91.7M +70% 12
JIC
5047
Juniper Investment Company
New York
$222M -$31.6M -12% 11
KNFPWM
5048
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$222M +$8.37M +4% 73
WIM
5049
Wittenberg Investment Management
Massachusetts
$222M -$32.9M -13% 77
BFS
5050
BridgePort Financial Solutions
Iowa
$222M +$802K +0.4% 166