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
HAFS
5326
Hapanowicz & Associates Financial Services
Pennsylvania
$150M +$4.6M +3% 33
SWP
5327
ShoreHaven Wealth Partners
New Jersey
$149M +$6.94M +5% 76
IIA
5328
Integral Investment Advisors
California
$149M +$9.68M +7% 83
GA
5329
Gagnon Advisors
New York
$149M +$470K +0.3% 29
JPLA
5330
Joseph P. Lucia & Associates
New York
$149M +$5.81M +4% 121
WMWM
5331
Whitaker-Myers Wealth Managers
Ohio
$149M +$20.1M +16% 74
CWMU
5332
Caliber Wealth Management (Utah)
Utah
$149M +$15.7M +12% 66
GL
5333
GHE LLC
Tennessee
$149M +$22.3M +18% 55
PC
5334
Prairiewood Capital
North Dakota
$149M +$1.57M +1% 79
QS
5335
Quantitative Strategies
California
$149M 20
EA
5336
Eudaimonia Advisors
Tennessee
$149M +$715K +0.5% 158
NRW
5337
Nova R Wealth
Kansas
$149M +$1.07M +0.7% 75
FF
5338
Friedenthal Financial
New Jersey
$149M +$6.93M +5% 147
WB
5339
West Bancorporation
Iowa
$149M +$17.6M +13% 99
XSC
5340
X-Square Capital
Puerto Rico
$149M -$20.7M -12% 166
CCIA
5341
Cherry Creek Investment Advisors
Colorado
$149M +$12.3M +9% 99
DCM
5342
Dudley Capital Management
Virginia
$149M +$6.35M +4% 115
GCM
5343
Garland Capital Management
Washington
$149M +$1.49M +1% 36
MFG
5344
Monumental Financial Group
Maryland
$149M +$8.88M +6% 93
MWA
5345
Moser Wealth Advisors
Washington
$149M 127
BI
5346
Berkeley Inc
Idaho
$148M +$10.7M +8% 79
CB
5347
Centennial Bank
Arkansas
$148M -$4.87M -3% 327
RWA
5348
Rooted Wealth Advisors
Illinois
$148M +$13.5M +10% 104
CP
5349
CPV Partners
Connecticut
$148M +$26.2M +21% 6
HIP
5350
Hatteras Investment Partners
North Carolina
$148M 1