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
MWA
5676
Miller Wealth Advisors
Colorado
$180M -$16M -8% 102
PAM
5677
Peninsula Asset Management
Florida
$180M -$8.12M -4% 46
PPA
5678
Pacific Point Advisors
California
$180M +$15.6M +9% 130
GWA
5679
GGM Wealth Advisors
Maryland
$180M -$11.5M -6% 151
ONSWM
5680
Old North State Wealth Management
North Carolina
$180M +$1.71M +1% 118
HAFS
5681
Hapanowicz & Associates Financial Services
Pennsylvania
$180M -$19.5M -10% 32
LA
5682
Lindenwold Advisors
Pennsylvania
$180M -$7.7M -4% 122
PC
5683
Periscope Capital
Ontario, Canada
$180M +$38.5M +27% 252
PK
5684
Pflug Koory
Nebraska
$180M -$18M -9% 399
SAM
5685
Sequent Asset Management
Texas
$180M -$23.6M -12% 89
GAAM
5686
Guinness Atkinson Asset Management
California
$180M -$16.6M -8% 86
FF
5687
Finley Financial
Nevada
$179M -$12.7M -7% 123
HWM
5688
Howard Wealth Management
Connecticut
$179M -$5.41M -3% 121
HFS
5689
Horizon Financial Services
North Carolina
$179M +$1.59M +0.9% 373
DWA
5690
Delap Wealth Advisory
Oregon
$179M +$12M +7% 84
DC
5691
Darrow Company
Massachusetts
$179M +$6.87M +4% 50
FPL
5692
Fortress Private Ledger
North Carolina
$179M +$15.6M +10% 189
BGA
5693
Battery Global Advisors
Massachusetts
$179M -$7.82M -4% 143
LB
5694
Legacy Bridge
Iowa
$179M -$12.6M -7% 337
RWS
5695
Resolute Wealth Strategies
Mississippi
$179M -$15.3M -8% 106
AIM
5696
Atlantic Investment Management
New York
$179M -$28M -14% 12
CC
5697
Carlson Capital
Texas
$179M +$9.38M +6% 56
TCM
5698
Tandem Capital Management
New Jersey
$179M -$7.84M -4% 117
AIA
5699
Arcadia Investment Advisors
Idaho
$179M -$4.69M -3% 80
LD
5700
Lipe & Dalton
New York
$179M -$9.84M -5% 97