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
BC
5526
Birchview Capital
Vermont
$139M -$16.2M -10% 68
AEPLI
5527
AH Equity Partners LSV II
California
$139M -$45.6M -25% 4
NPI
5528
New Perspectives Inc
Mississippi
$139M -$2.54M -2% 24
LSC
5529
Logan Stone Capital
Illinois
$139M +$38.4M +38% 174
AWM
5530
Abound Wealth Management
Tennessee
$139M +$11.4M +9% 123
IWMWV
5531
Ironwood Wealth Management (West Virginia)
West Virginia
$139M -$4.29M -3% 25
RFP
5532
Roth Financial Partners
Texas
$139M -$1.95M -1% 34
HFS
5533
HBC Financial Services
Washington
$138M -$19.1M -12% 191
IAMH
5534
IvyRock Asset Management (HK)
Hong Kong
$138M +$51M +58% 15
NCM
5535
New Capital Management
Texas
$138M -$54.2M -28% 49
HIG
5536
Heritage Investment Group
Florida
$138M +$11.3M +9% 87
AA
5537
Antipodean Advisors
New York
$138M -$105M -43% 7
MFA
5538
McClarren Financial Advisors
Pennsylvania
$138M -$8.51M -6% 344
JC
5539
Jentner Corp
Ohio
$138M -$13.9M -9% 39
CCM
5540
CloudAlpha Capital Management
Hong Kong
$138M +$52.6M +62% 22
AC
5541
Amitell Capital
Singapore
$138M -$6.21M -4% 74
AMAL
5542
Asset Management Advisors LLC
Oklahoma
$138M -$9.75M -7% 17
RCA
5543
Reitz Capital Advisors
Michigan
$138M -$3.97M -3% 82
AIFAIM
5544
American Institute for Advanced Investment Management
Arizona
$138M -$10.7M -7% 133
IWP
5545
Innova Wealth Partners
Pennsylvania
$138M -$2.99M -2% 76
EL
5546
EQ LLC
Washington
$138M -$5.65M -4% 50
MAG
5547
Millrace Asset Group
Pennsylvania
$138M -$33.7M -20% 94
RCM
5548
Regency Capital Management
Hawaii
$138M -$19.6M -12% 154
CIA
5549
Capital Impact Advisors
Massachusetts
$138M -$7.43M -5% 199
JSMC
5550
Jess S. Morgan & Co
California
$137M -$25.4M -16% 48