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
5476
Hapanowicz & Associates Financial Services
Pennsylvania
$175M +$12.8M +8% 33
BWM
5477
Boyd Wealth Management
California
$175M +$14.3M +9% 44
KFO
5478
Kopp Family Office
Minnesota
$175M +$3.87M +2% 21
LCK
5479
LeRoy C. Kopp
$175M 21
PAG
5480
Powers Advisory Group
Illinois
$175M +$12.9M +8% 94
PWMG
5481
Pioneer Wealth Management Group
Texas
$175M +$14.3M +9% 40
MFA
5482
Morling Financial Advisors
California
$175M +$51M +41% 110
HI
5483
Harrington Investments
California
$175M +$13.4M +8% 82
WFA
5484
WMG Financial Advisors
Tennessee
$175M +$21.4M +14% 149
SRWM
5485
Shira Ridge Wealth Management
California
$175M +$8.13M +5% 77
IFU
5486
iSAM Funds (UK)
United Kingdom
$175M +$34.5M +25% 361
HAFG
5487
Hansen & Associates Financial Group
California
$175M -$16.5M -9% 19
MA
5488
Menlo Advisors
California
$175M +$12.1M +7% 29
TWM
5489
Trueblood Wealth Management
Ohio
$175M +$15.2M +10% 233
AIC
5490
Aurora Investment Counsel
Georgia
$175M +$20.8M +14% 124
MM
5491
MQS Management
New York
$174M -$5.64M -3% 711
OPOWM
5492
One Plus One Wealth Management
Florida
$174M +$9.93M +6% 106
EWA
5493
Etesian Wealth Advisors
Oregon
$174M +$7.84M +5% 112
CIG
5494
Cairn Investment Group
Washington
$174M +$14M +9% 67
LIM
5495
Loudon Investment Management
New Hampshire
$174M +$12.4M +8% 99
GWM
5496
Gibbs Wealth Management
Georgia
$174M 192
QS
5497
Quantitative Strategies
California
$174M +$8.7M +5% 21
EECFV
5498
EnCap Energy Capital Fund VIII
Texas
$174M +$15.5M +10% 3
APC
5499
Alpine Peaks Capital
New York
$174M +$8.99M +5% 23
ACM
5500
AUA Capital Management
Pennsylvania
$174M +$12.9M +8% 95