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
PBK
6176
Peoples Bank (Kansas)
Kansas
$125M +$7.93M +7% 277
AA
6177
Atmos Advisory
Pennsylvania
$125M +$7.64M +7% 21
HIA
6178
Harvest Investment Advisors
Florida
$125M +$13M +12% 52
BW
6179
Basepoint Wealth
Iowa
$124M +$1.89M +2% 103
2P
6180
26North Partners
New York
$124M +$5M +4% 3
IW
6181
Imprint Wealth
South Carolina
$124M +$6.19M +5% 166
TVM
6182
True Vision MN
Minnesota
$124M 86
CM
6183
CM Management
Florida
$124M +$30.2M +32% 77
LFA
6184
Longview Financial Advisors
Alabama
$124M 39
LFA
6185
Legend Financial Advisors
Pennsylvania
$124M +$7.22M +6% 207
OCMH
6186
Oxbow Capital Management (HK)
Hong Kong
$124M -$16.4M -12% 3
DJYG
6187
David J. Yvars Group
Florida
$124M +$4.47M +4% 86
AA
6188
Axiom Advisory
California
$124M +$13.2M +12% 39
HSWS
6189
Higgins & Schmidt Wealth Strategies
Colorado
$124M 43
NLVP
6190
New Leaf Venture Partners
New York
$124M +$46.3M +59% 12
AWM
6191
Avondale Wealth Management
Texas
$124M +$10.2M +9% 134
CIG
6192
Cascade Investment Group
Colorado
$124M +$17.9M +17% 137
SCM
6193
Sheridan Capital Management
California
$124M 24
YWS
6194
Yarger Wealth Strategies
Ohio
$124M +$6.39M +5% 66
MWM
6195
Massachusetts Wealth Management
Massachusetts
$124M +$15M +14% 88
MFA
6196
Morling Financial Advisors
California
$124M +$23M +23% 81
BCM
6197
Brooktree Capital Management
Michigan
$124M +$4.01M +3% 29
GWM
6198
Greenhouse Wealth Management
Connecticut
$124M +$12.3M +11% 56
VCWA
6199
Vanguard Capital Wealth Advisors
Colorado
$124M +$15.8M +15% 152
CP
6200
Clayton Partners
California
$124M +$5.84M +5% 39