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
HAFS
5701
Hapanowicz & Associates Financial Services
Pennsylvania
$198M +$18.4M +10% 38
HHWM
5702
Hiley Hunt Wealth Management
Nebraska
$198M +$14.6M +8% 45
MFA
5703
Millington Financial Advisors
Illinois
$198M +$35.2M +22% 106
HWM
5704
Howard Wealth Management
Connecticut
$198M +$18.4M +10% 125
CPSC
5705
Carl P. Sherr & Co
Massachusetts
$198M +$15M +8% 121
HFO
5706
Heritage Family Offices
Arizona
$198M +$2.24M +1% 181
WDC
5707
Woodward Diversified Capital
California
$198M +$56.4M +40% 180
CC
5708
Copperleaf Capital
North Carolina
$198M +$30.4M +18% 116
TCM
5709
Tandem Capital Management
New Jersey
$198M +$18.7M +10% 119
DC
5710
Darrow Company
Massachusetts
$198M +$18.2M +10% 52
I
5711
Immersion
Florida
$197M +$34.6M +21% 10
IMC
5712
Inherent Management Corp
New York
$197M +$33M +20% 11
SCM
5713
Sterneck Capital Management
Missouri
$197M +$12.1M +7% 108
BFG
5714
Buttonwood Financial Group
Missouri
$197M +$26.4M +15% 32
CWP
5715
Core Wealth Partners
California
$197M +$25M +15% 184
PK
5716
Pflug Koory
Nebraska
$197M +$17.4M +10% 426
KFS
5717
Kaizen Financial Strategies
California
$197M +$23.5M +14% 159
CRC
5718
Catawba River Capital
South Carolina
$197M +$32.3M +20% 21
PF
5719
Penney Financial
Texas
$197M +$44.5M +29% 44
GIO
5720
Galilei Investment Office
United Kingdom
$197M +$12M +7% 29
FF
5721
Friday Financial
Iowa
$197M +$29.4M +18% 86
TCA
5722
Troluce Capital Advisors
Puerto Rico
$196M +$90.5M +85% 48
5W
5723
5T Wealth
California
$196M +$20.6M +12% 108
II
5724
Ironclad Investments
Florida
$196M +$18.7M +11% 3
FAM
5725
Forte Asset Management
New York
$196M -$2.27M -1% 72