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
VFG
6326
Valley Financial Group
Pennsylvania
$178M +$1.65M +0.9% 70
DCM
6327
Delta Capital Management
New Jersey
$178M -$15.4M -8% 105
OGM
6328
OnyxPoint Global Management
New York
$178M -$7.66M -4% 43
WC
6329
Wynnefield Capital
New York
$178M +$11.5M +7% 15
V
6330
ViaWealth
Kansas
$178M -$5.27M -3% 162
EWA
6331
Emergent Wealth Advisors
New York
$178M +$5.27M +3% 139
IWAO
6332
Independence Wealth Advisors (Ohio)
Ohio
$178M 83
AIM
6333
Atlantic Investment Management
New York
$178M +$3.49M +2% 15
MIM
6334
Monashee Investment Management
Massachusetts
$177M -$23.1M -12% 89
BA
6335
Ballew Advisors
Mississippi
$177M -$1.74M -1% 130
AI
6336
Arrien Investments
Idaho
$177M +$6.36M +4% 46
MWP
6337
Meriwether Wealth & Planning
Louisiana
$177M +$4.71M +3% 135
ANHIM
6338
Alan N. Hoffman Investment Management
Massachusetts
$177M -$51.8M -23% 15
GWAM
6339
Guardian Wealth Advisors (Minnesota)
Minnesota
$177M +$882K +0.5% 75
PWM
6340
PTM Wealth Management
United States
$177M +$9.66M +6% 56
BWA
6341
Babb Wealth Advisors
Arizona
$177M +$23.3M +15% 21
MAMG
6342
Milestone Asset Management Group
Connecticut
$177M +$18.2M +11% 132
WCM
6343
Warburton Capital Management
Oklahoma
$177M +$10.9M +7% 68
WFL
6344
Wealth Forward LLC
North Dakota
$177M +$4.77M +3% 45
LTL
6345
Lowery Thomas LLC
California
$177M +$3.81M +2% 55
OCM
6346
Orser Capital Management
Texas
$177M -$13.2M -7% 77
DWA
6347
Dougherty Wealth Advisers
Minnesota
$177M +$21.7M +14% 125
KRAVCF
6348
Karnit Road Accident Victims Compensation Fund
$177M 16
AWMM
6349
Aegis Wealth Management (Maryland)
Maryland
$177M -$9.8M -5% 127
PFA
6350
Presper Financial Architects
Ohio
$177M +$4.5M +3% 56