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
NFG
5501
Northeast Financial Group
Pennsylvania
$141M -$29.7M -17% 50
BC
5502
Barnett & Company
Tennessee
$141M -$2.48M -2% 285
ASFA
5503
All Season Financial Advisors
Colorado
$141M -$2.88M -2% 183
ADIM
5504
Alpha DNA Investment Management
Maryland
$141M -$15.5M -10% 169
JIM
5505
JCP Investment Management
Texas
$141M +$4.01M +3% 28
CA
5506
CV Advisors
Florida
$141M -$34.2M -20% 33
TWP
5507
Tempus Wealth Planning
California
$141M -$44.7M -24% 154
RC
5508
RDST Capital
Washington
$141M -$6.13M -4% 16
SICM
5509
Sustainable Insight Capital Management
New York
$141M -$45.6M -25% 143
MCAV
5510
Meritech Capital Associates VI
California
$141M -$79.4M -36% 6
TFA
5511
Tranquilli Financial Advisor
New Jersey
$141M -$2.33M -2% 96
WAM
5512
WealthTrust Asset Management
Florida
$140M -$9.88M -7% 91
PSB
5513
Piscataqua Savings Bank
New Hampshire
$140M +$13.5M +11% 358
LPARFS
5514
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$140M -$34.5M -20% 121
MJB
5515
Mark J. Bradley
$140M -$12.6M -8% 49
WMP
5516
Wealth Management Partners
Arizona
$140M -$5.32M -4% 122
CS
5517
Capital Square
Tennessee
$140M -$4.56M -3% 172
NF
5518
NTB Financial
Colorado
$140M -$3.46M -2% 159
PS
5519
Planned Solutions
California
$140M -$5.56M -4% 81
OFS
5520
OneAscent Financial Services
Alabama
$140M +$87.5M +167% 191
VCWA
5521
Vanguard Capital Wealth Advisors
Colorado
$140M +$720K +0.5% 171
LAM
5522
Lynch Asset Management
Pennsylvania
$140M -$4.09M -3% 53
SIM
5523
Strategic Investment Management
Virginia
$140M -$28.2M -17% 11
ECM
5524
EMC Capital Management
Texas
$140M -$46M -25% 358
SG
5525
Somerset Group
Minnesota
$140M -$8.71M -6% 79