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
LIM
5576
Loudon Investment Management
New Hampshire
$170M -$4.11M -2% 100
PHWM
5577
Pine Harbor Wealth Management
Maryland
$170M +$11M +7% 101
NIWA
5578
New Insight Wealth Advisors
California
$170M +$9.72M +6% 90
MFG
5579
Mainsail Financial Group
Washington
$170M +$24.7M +17% 54
HAM
5580
Hanwha Asset Management
South Korea
$170M +$19.6M +13% 1
BWA
5581
BlueChip Wealth Advisors
Georgia
$170M +$14.7M +9% 145
CBC
5582
Coombe, Bender & Co
New York
$170M +$5.25M +3% 82
FW
5583
Fairway Wealth
Ohio
$170M +$22.2M +15% 367
BAM
5584
Bayview Asset Management
Florida
$170M -$78.6M -32% 40
LB
5585
Legacy Bridge
Iowa
$170M -$1.29M -0.8% 326
MAM
5586
McCarthy Asset Management
California
$170M +$7.18M +4% 40
RFP
5587
RCS Financial Planning
Maryland
$170M +$7.1M +4% 71
LA
5588
Lane & Associates
New Jersey
$170M +$10.7M +7% 118
FAM
5589
Forte Asset Management
New York
$170M +$4.55M +3% 62
CSA
5590
Cottage Street Advisors
Massachusetts
$169M +$3.82M +2% 100
GCA
5591
GSI Capital Advisors
California
$169M -$670K -0.4% 32
CA
5592
Crossingbridge Advisors
New York
$169M +$37M +28% 69
SPFA
5593
Summit Place Financial Advisors
New Jersey
$169M -$1.58M -0.9% 94
PSF
5594
Pacific Sun Financial
California
$169M -$2.69M -2% 182
LFG
5595
Leverty Financial Group
Wisconsin
$169M +$1.41M +0.8% 36
FCFC
5596
First Citizens Financial Corp
Iowa
$169M +$652K +0.4% 118
FPW
5597
Flagship Private Wealth
Massachusetts
$169M +$14M +9% 94
MPW
5598
Melone Private Wealth
Michigan
$169M +$2.19M +1% 48
1C
5599
1623 Capital
Virginia
$169M -$10.3M -6% 25
CA
5600
Cresta Advisors
Texas
$169M +$11M +7% 45