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
IWN
5201
Independent Wealth Network
Iowa
$158M -$4.45M -3% 233
KCA
5202
Karn Couzens & Associates
Connecticut
$157M +$11.6M +8% 93
MLIM
5203
Mountain Lake Investment Management
Florida
$157M +$29.2M +23% 28
LFA
5204
Legend Financial Advisors
Pennsylvania
$157M +$14.1M +10% 46
PWA
5205
PCG Wealth Advisors
Kansas
$157M +$13.5M +9% 94
VAM
5206
Verity Asset Management
North Carolina
$157M -$11.9M -7% 236
HFP
5207
Holistic Financial Partners
Indiana
$157M -$15.1M -9% 135
AW
5208
Alaethes Wealth
Nevada
$157M -$1.43M -0.9% 332
BHBT
5209
Burke & Herbert Bank & Trust
Virginia
$157M -$13.2M -8% 152
HS
5210
HighVista Strategies
Massachusetts
$157M +$31.7M +25% 108
AEM
5211
ACON Equity Management
District of Columbia
$157M -$28.6M -15% 1
BFA
5212
BMS Financial Advisors
South Dakota
$157M +$73K +0% 110
RFA
5213
Resurgent Financial Advisors
Georgia
$157M +$35.8M +30% 197
CWM
5214
Chronos Wealth Management
Florida
$157M -$7.84M -5% 47
CCM
5215
Clearfield Capital Management
New York
$157M +$7.68M +5% 7
XXIP
5216
Xiamen Xinweidachuang Investment Partnership
China
$157M -$64M -29% 1
LSA
5217
Lansing Street Advisors
Pennsylvania
$157M 305
MPPW
5218
Mitchell & Pahl Private Wealth
Oklahoma
$157M +$984K +0.6% 172
AFC
5219
AFT Forsyth & Company
Florida
$157M -$37.9M -19% 165
EA
5220
Eclectic Associates
California
$157M +$582K +0.4% 79
HFS
5221
Horizon Financial Services
North Carolina
$157M -$7.87M -5% 126
ACM
5222
Arthedge Capital Management
New York
$157M -$52M -25% 17
FMTCOCP
5223
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157M +$3.61M +2% 353
AIC
5224
Aurora Investment Counsel
Georgia
$157M -$11.5M -7% 137
SHWM
5225
Silicon Hills Wealth Management
Texas
$157M -$4.76M -3% 121