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
HWP
5751
Heritage Wealth Partners
Ohio
$109M 50
LOIP
5752
Live Oak Investment Partners
Texas
$109M 290
MIG
5753
MGG Investment Group
New York
$109M -$66.1M -38% 2
RFO
5754
RiverGlades Family Offices
Florida
$109M 76
GPI
5755
General Partner Inc
Pennsylvania
$109M 208
HCM
5756
Hawkeye Capital Management
Florida
$109M -$44.1M -29% 30
CWM
5757
Comprehensive Wealth Management
Washington
$109M +$9.45M +10% 32
WCM
5758
Washington Capital Management
Washington
$109M +$9.29M +9% 114
SSI
5759
SVF Sponsor III
California
$109M 1
VSCP
5760
Vesey Street Capital Partners
New York
$108M -$80.1M -42% 1
ICMP
5761
Integrated Capital Management (Pennsylvania)
Pennsylvania
$108M +$7.1M +7% 78
MPCL
5762
My Personal CFO LLC
Washington
$108M +$42.5M +65% 896
HCCM
5763
Hudson Canyon Capital Management
New York
$108M +$7.71M +8% 57
CSIA
5764
Carl Stuart Investment Advisor
Texas
$108M -$4.63M -4% 26
AA
5765
Aufman Associates
Pennsylvania
$108M +$13.2M +14% 45
AA
5766
Armor Advisors
New York
$108M +$13.7M +14% 14
TBC
5767
Ted Buchan & Co
California
$108M 76
JKSF
5768
John & Kathleen Schreiber Foundation
Illinois
$108M +$7.47M +7% 4
WAM
5769
Werlinich Asset Management
Connecticut
$108M +$10.2M +10% 56
BSWA
5770
Bromfield Sneider Wealth Advisors
Massachusetts
$108M +$23.3M +28% 95
I
5771
IMPACTfolio
Colorado
$108M +$5.38M +5% 52
FA
5772
Financial Advantage
Maryland
$108M +$6.51M +6% 128
AIM
5773
AHL Investment Management
Florida
$108M +$10.5M +11% 66
ALWM
5774
Andrews Lucia Wealth Management
California
$108M +$12.6M +13% 25
FF
5775
Francis Financial
$108M +$9.67M +10% 43