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
SHFP
5201
Second Half Financial Partners
Florida
$130M $0 0% 60
PAG
5202
Powers Advisory Group
Illinois
$130M -$13.7M -10% 93
SC
5203
Saiph Capital
New Jersey
$130M -$17.8M -12% 47
BSI
5204
Bennett Selby Investments
Maine
$130M -$36.2M -22% 63
TPWM
5205
Twelve Points Wealth Management
Massachusetts
$130M -$4.08M -3% 179
GIA
5206
Goodwin Investment Advisory
Georgia
$130M -$16.1M -11% 236
LAIC
5207
Lederer & Associates Investment Counsel
California
$130M -$33.5M -21% 91
HFS
5208
Horizon Financial Services
North Carolina
$130M -$27.2M -17% 61
CCP
5209
Cunning Capital Partners
North Carolina
$130M -$15.6M -11% 70
PSC
5210
Prentiss Smith & Co
Vermont
$130M -$37.1M -22% 76
WR
5211
WD Rutherford
Oregon
$129M -$45.5M -26% 146
BTIM
5212
BancFirst Trust & Investment Management
Oklahoma
$129M -$26.4M -17% 58
VW
5213
Vance Wealth
California
$129M +$50.3M +64% 68
SVBP
5214
Strategic Value Bank Partners
Ohio
$129M -$16.1M -11% 20
EWG
5215
Executive Wealth Group
Washington
$129M -$23.3M -15% 48
IWA
5216
IVC Wealth Advisors
Pennsylvania
$129M -$23M -15% 151
TCFP
5217
Treasure Coast Financial Planning
Florida
$129M -$1.32M -1% 37
MBFW
5218
Morton Brown Family Wealth
Pennsylvania
$129M -$3.23M -2% 319
GBWM
5219
Granite Bay Wealth Management
New Hampshire
$129M +$5.53M +4% 64
BCM
5220
BCK Capital Management
Connecticut
$129M -$37.9M -23% 182
RP
5221
Repertoire Partners
New York
$129M -$83.3M -39% 87
QGA
5222
Q Global Advisors
Texas
$129M -$34.4M -21% 341
APW
5223
Axim Planning & Wealth
Ohio
$129M 156
HFS
5224
HBC Financial Services
Washington
$129M -$9.78M -7% 195
AIA
5225
Acute Investment Advisory
Arizona
$129M -$5.33M -4% 47