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
HFS
6326
Hoge Financial Services
Pennsylvania
$137M +$3.77M +3% 61
MCM
6327
MidAtlantic Capital Management
Virginia
$137M -$387K -0.3% 250
UL
6328
Unionview LLC
Washington
$136M +$7.96M +6% 97
DWM
6329
Daner Wealth Management
Georgia
$136M 56
MGW
6330
MB Generational Wealth
Washington
$136M -$2.57M -2% 60
WDC
6331
Woodward Diversified Capital
California
$136M -$21.5M -14% 169
CCM
6332
Crestwood Capital Management
New York
$136M +$6.39M +5% 17
WA
6333
WESPAC Advisors
California
$136M +$773K +0.6% 187
GIM
6334
Goodlander Investment Management
Texas
$136M 10
VWWMG
6335
Vermillion & White Wealth Management Group
Pennsylvania
$136M +$519K +0.4% 409
NCG
6336
Newport Capital Group
New Jersey
$136M +$4.16K +0% 60
HI
6337
Harper Investing
California
$136M -$16.9M -11% 49
TWM
6338
Trevian Wealth Management
Massachusetts
$136M +$13.6M +11% 30
CAM
6339
Clio Asset Management
Virginia
$136M -$6.92M -5% 17
SAM
6340
Steinberg Asset Management
New York
$136M +$4.63M +4% 43
NBT
6341
Northwest Bank & Trust
Iowa
$135M +$4.03M +3% 202
KOMWMG
6342
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$135M +$15.5M +13% 81
OIM
6343
Opus Investment Management
Massachusetts
$135M -$6.99M -5% 30
AH
6344
Addis & Hill
Pennsylvania
$135M +$4.73M +4% 28
AL
6345
ACAS LLC
California
$135M +$13.9M +11% 92
1M
6346
13D Management
New York
$135M -$1.41M -1% 27
MIM
6347
Meixler Investment Management
Arizona
$135M -$661K -0.5% 118
BCM
6348
Brooktree Capital Management
Michigan
$135M +$11.7M +10% 25
NCM
6349
Northland Capital Management
Minnesota
$135M -$39.9M -23% 35
PFG
6350
Pacific Financial Group
Washington
$135M -$1.58M -1% 59