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
LA
5626
Lakeside Advisors
Washington
$132M -$3.12M -2% 59
MA
5627
MKT Advisors
California
$132M +$4.8M +4% 155
MBFW
5628
Morton Brown Family Wealth
Pennsylvania
$132M +$1.84M +1% 232
TOTUOP
5629
Trustees of The University of Pennsylvania
Pennsylvania
$132M -$113M -46% 6
WAL
5630
W Advisors LLC
Tennessee
$132M -$1.87M -1% 120
WF
5631
Williams Financial
Vermont
$132M -$281K -0.2% 36
PSC
5632
Piper Sandler & Co
Minnesota
$132M -$6.67M -5% 53
FWP
5633
Firethorn Wealth Partners
Georgia
$132M -$847K -0.6% 156
HBT
5634
Heartland Bank & Trust
Illinois
$132M -$3.1M -2% 138
3C
5635
325 Capital
New York
$132M +$29.9M +29% 10
MAG
5636
MRA Advisory Group
New Jersey
$132M +$2.5M +2% 132
VFG
5637
V2 Financial group
Illinois
$131M +$2.56M +2% 73
DFS
5638
Dixon Fnancial Services
California
$131M -$5.71M -4% 26
WOSD
5639
WFA of San Diego
California
$131M -$40.7M -24% 172
OMC
5640
OUP Management Company
Pennsylvania
$131M -$90.5M -41% 16
G
5641
Gainplan
Michigan
$131M -$100M -43% 75
WAM
5642
Werlinich Asset Management
Connecticut
$131M -$6.07M -4% 58
SCA
5643
Strategic Capital Advisers
Colorado
$131M -$8.41M -6% 63
BA
5644
Ballew Advisors
Mississippi
$131M -$12.7M -9% 131
SWM
5645
Salvus Wealth Management
New Jersey
$131M -$5.94M -4% 105
EIM
5646
Ervin Investment Management
Washington
$131M +$5.65M +5% 34
OF
5647
Outfitter Financial
Maine
$131M -$5.59M -4% 261
FWM
5648
Fortress Wealth Management
California
$131M -$2.28M -2% 63
AFG
5649
Affinia Financial Group
Massachusetts
$131M -$23.2M -15% 33
DAM
5650
Diamant Asset Management
Connecticut
$131M -$6.24M -5% 71