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
HWMT
5576
Heritage Wealth Management (Texas)
Texas
$230M +$3.61M +2% 40
RFM
5577
RPD Fund Management
New York
$230M +$139M +152% 7
SC
5578
Scholtz & Company
Connecticut
$230M +$2.68M +1% 55
PP
5579
Postrock Partners
Oregon
$230M +$4.03M +2% 84
BCM
5580
Banyan Capital Management
Georgia
$230M +$9.91M +4% 59
ACA
5581
American Capital Advisory
Idaho
$230M +$14.5M +7% 1,147
IWA
5582
IVC Wealth Advisors
Pennsylvania
$230M +$6.17M +3% 193
JWWM
5583
Johnson & White Wealth Management
Pennsylvania
$230M +$11.4M +5% 116
FCMI
5584
Foresite Capital Management IV
California
$230M +$47.1M +26% 7
HCM
5585
Horrell Capital Management
Arkansas
$229M -$8.27M -3% 203
YCM
5586
Yiheng Capital Management
California
$229M -$73M -24% 28
SWM
5587
Shelton Wealth Management
Texas
$229M +$14.5M +7% 149
EMCIP
5588
Ewing Morris & Co Investment Partners
Ontario, Canada
$229M -$4.79M -2% 104
NIA
5589
NBZ Investment Advisors
Tennessee
$229M +$38.1M +20% 65
HWM
5590
Howard Wealth Management
Connecticut
$229M +$11.5M +5% 140
CPW
5591
Catalyst Private Wealth
California
$229M +$1.16M +0.5% 81
BSCCG
5592
Blue Sky Capital Consultants Group
California
$229M +$964K +0.4% 76
BF
5593
Brogan Financial
Tennessee
$229M -$5.84M -2% 62
ACM
5594
Avos Capital Management
Washington
$229M +$14.6M +7% 70
ATWA
5595
Arbor Trust Wealth Advisors
Michigan
$229M +$6.61M +3% 87
NERM
5596
New England Research & Management
Illinois
$229M +$10.9M +5% 177
PPWM
5597
PFG Private Wealth Management
Florida
$229M +$4.35M +2% 170
HP
5598
Haven Private
Florida
$229M +$2.14M +0.9% 171
AP
5599
Aspect Partners
Virginia
$228M +$8.22M +4% 772
WWM
5600
WJ Wealth Management
Arizona
$228M +$968K +0.4% 74