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
ONSWM
5676
Old North State Wealth Management
North Carolina
$180M +$1.71M +1% 118
HAFS
5677
Hapanowicz & Associates Financial Services
Pennsylvania
$180M -$19.5M -10% 32
LA
5678
Lindenwold Advisors
Pennsylvania
$180M -$7.7M -4% 122
PC
5679
Periscope Capital
Ontario, Canada
$180M +$38.5M +27% 252
PK
5680
Pflug Koory
Nebraska
$180M -$18M -9% 399
SAM
5681
Sequent Asset Management
Texas
$180M -$23.6M -12% 89
GAAM
5682
Guinness Atkinson Asset Management
California
$180M -$16.6M -8% 86
FF
5683
Finley Financial
Nevada
$179M -$12.7M -7% 123
HWM
5684
Howard Wealth Management
Connecticut
$179M -$5.41M -3% 121
HFS
5685
Horizon Financial Services
North Carolina
$179M +$1.59M +0.9% 373
DWA
5686
Delap Wealth Advisory
Oregon
$179M +$12M +7% 84
DC
5687
Darrow Company
Massachusetts
$179M +$6.87M +4% 50
FPL
5688
Fortress Private Ledger
North Carolina
$179M +$15.6M +10% 189
BGA
5689
Battery Global Advisors
Massachusetts
$179M -$7.82M -4% 143
LB
5690
Legacy Bridge
Iowa
$179M -$12.6M -7% 337
RWS
5691
Resolute Wealth Strategies
Mississippi
$179M -$15.3M -8% 106
AIM
5692
Atlantic Investment Management
New York
$179M -$28M -14% 12
CC
5693
Carlson Capital
Texas
$179M +$9.38M +6% 56
TCM
5694
Tandem Capital Management
New Jersey
$179M -$7.84M -4% 117
AIA
5695
Arcadia Investment Advisors
Idaho
$179M -$4.69M -3% 80
LD
5696
Lipe & Dalton
New York
$179M -$9.84M -5% 97
MMHP
5697
Murphy Middleton Hinkle & Parker
Georgia
$179M +$1.7M +1% 137
GA
5698
Guerra Advisors
Florida
$179M -$1.68M -0.9% 68
GAM
5699
GEM Asset Management
Michigan
$179M -$777K -0.4% 100
VF
5700
Vawter Financial
Ohio
$178M +$12M +7% 107