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
HCM
5676
HMS Capital Management
Tennessee
$180M -$26.6M -13% 121
DSN
5677
D. Scott Neal
Kentucky
$180M -$2.02M -1% 57
PRP
5678
Peak Retirement Planning
Ohio
$180M +$32.3M +22% 111
MWA
5679
Miller Wealth Advisors
Colorado
$180M -$16M -8% 102
PAM
5680
Peninsula Asset Management
Florida
$180M -$8.12M -4% 46
PPA
5681
Pacific Point Advisors
California
$180M +$15.6M +9% 130
GWA
5682
GGM Wealth Advisors
Maryland
$180M -$11.5M -6% 151
ONSWM
5683
Old North State Wealth Management
North Carolina
$180M +$1.71M +1% 118
HAFS
5684
Hapanowicz & Associates Financial Services
Pennsylvania
$180M -$19.5M -10% 32
LA
5685
Lindenwold Advisors
Pennsylvania
$180M -$7.7M -4% 122
PC
5686
Periscope Capital
Ontario, Canada
$180M +$38.5M +27% 252
PK
5687
Pflug Koory
Nebraska
$180M -$18M -9% 399
SAM
5688
Sequent Asset Management
Texas
$180M -$23.6M -12% 89
GAAM
5689
Guinness Atkinson Asset Management
California
$180M -$16.6M -8% 86
FF
5690
Finley Financial
Nevada
$179M -$12.7M -7% 123
HWM
5691
Howard Wealth Management
Connecticut
$179M -$5.41M -3% 121
HFS
5692
Horizon Financial Services
North Carolina
$179M +$1.59M +0.9% 373
DWA
5693
Delap Wealth Advisory
Oregon
$179M +$12M +7% 84
DC
5694
Darrow Company
Massachusetts
$179M +$6.87M +4% 50
FPL
5695
Fortress Private Ledger
North Carolina
$179M +$15.6M +10% 189
BGA
5696
Battery Global Advisors
Massachusetts
$179M -$7.82M -4% 143
LB
5697
Legacy Bridge
Iowa
$179M -$12.6M -7% 337
RWS
5698
Resolute Wealth Strategies
Mississippi
$179M -$15.3M -8% 106
AIM
5699
Atlantic Investment Management
New York
$179M -$28M -14% 12
CC
5700
Carlson Capital
Texas
$179M +$9.38M +6% 56