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
APW
6176
Atlantic Private Wealth
North Carolina
$99M +$685K +0.7% 124
BIA
6177
Benchmark Investment Advisors
Illinois
$99M -$9.43M -9% 93
SL
6178
Stevard LLC
Illinois
$98.9M -$6.28M -6% 45
DA
6179
Dover Advisors
Virginia
$98.8M -$13.9M -12% 106
LHWM
6180
Lake Hills Wealth Management
Texas
$98.8M +$7.04M +8% 48
ASFA
6181
All Season Financial Advisors
Colorado
$98.8M -$12.6M -11% 114
MCM
6182
Masterton Capital Management
New York
$98.8M +$6.83M +7% 19
TIM
6183
Tevis Investment Management
Texas
$98.6M -$3.88M -4% 91
FIS
6184
Fischer Investment Strategies
California
$98.5M -$10.6M -10% 32
LF
6185
LifeSteps Financial
California
$98.3M -$2.88M -3% 74
AC
6186
Aldebaran Capital
Indiana
$98.1M +$736K +0.8% 34
SC
6187
Schubert & Co
Texas
$98.1M -$8.66M -8% 37
HFAS
6188
Hummer Financial Advisory Services
Illinois
$98.1M -$4.09M -4% 100
RIA
6189
Richwood Investment Advisors
Ohio
$98.1M -$4.34M -4% 103
EI
6190
EDMP Inc
Florida
$97.9M -$7.11M -7% 70
FCC
6191
Flower City Capital
New York
$97.9M +$11.7M +14% 30
CI
6192
Centerstone Investors
New York
$97.9M -$2.54M -3% 25
MFP
6193
Meridian Financial Partners
Virginia
$97.7M -$68.7M -41% 92
HC
6194
Hoese & Co
Minnesota
$97.6M -$8.79M -8% 170
DM
6195
Delphi Management
Massachusetts
$97.6M +$1.39M +1% 92
HA
6196
Hofer & Associates
California
$97.5M -$6.65M -6% 51
SFB
6197
STAR Financial Bank
Indiana
$97.5M -$9.6M -9% 94
FDDB
6198
Fidelity D&D Bancorp
Pennsylvania
$97.3M 96
CIA
6199
Caerus Investment Advisors
Texas
$97.2M +$8.79M +10% 38
KOMWMG
6200
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97M -$5.15M -5% 64