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
HA
5201
HC Advisors
Georgia
$158M -$5.37M -3% 92
RWP
5202
Ridgecrest Wealth Partners
California
$158M -$47.9M -23% 124
EFMH
5203
E Fund Management (HK)
Hong Kong
$158M -$22.2M -12% 43
IWN
5204
Independent Wealth Network
Iowa
$158M -$4.45M -3% 233
KCA
5205
Karn Couzens & Associates
Connecticut
$157M +$11.6M +8% 93
MLIM
5206
Mountain Lake Investment Management
Florida
$157M +$29.2M +23% 28
LFA
5207
Legend Financial Advisors
Pennsylvania
$157M +$14.1M +10% 46
PWA
5208
PCG Wealth Advisors
Kansas
$157M +$13.5M +9% 94
VAM
5209
Verity Asset Management
North Carolina
$157M -$11.9M -7% 236
HFP
5210
Holistic Financial Partners
Indiana
$157M -$15.1M -9% 135
AW
5211
Alaethes Wealth
Nevada
$157M -$1.43M -0.9% 332
BHBT
5212
Burke & Herbert Bank & Trust
Virginia
$157M -$13.2M -8% 152
HS
5213
HighVista Strategies
Massachusetts
$157M +$31.7M +25% 108
AEM
5214
ACON Equity Management
District of Columbia
$157M -$28.6M -15% 1
BFA
5215
BMS Financial Advisors
South Dakota
$157M +$73K +0% 110
RFA
5216
Resurgent Financial Advisors
Georgia
$157M +$35.8M +30% 197
CWM
5217
Chronos Wealth Management
Florida
$157M -$7.84M -5% 47
CCM
5218
Clearfield Capital Management
New York
$157M +$7.68M +5% 7
XXIP
5219
Xiamen Xinweidachuang Investment Partnership
China
$157M -$64M -29% 1
LSA
5220
Lansing Street Advisors
Pennsylvania
$157M 305
MPPW
5221
Mitchell & Pahl Private Wealth
Oklahoma
$157M +$984K +0.6% 172
AFC
5222
AFT Forsyth & Company
Florida
$157M -$37.9M -19% 165
EA
5223
Eclectic Associates
California
$157M +$582K +0.4% 79
HFS
5224
Horizon Financial Services
North Carolina
$157M -$7.87M -5% 126
ACM
5225
Arthedge Capital Management
New York
$157M -$52M -25% 17