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
HIA
6426
Harvest Investment Advisors
Florida
$138M -$6.23M -4% 55
PWAM
6427
Pinnacle West Asset Management
Wyoming
$138M -$1.23M -0.9% 115
CIA
6428
Cladis Investment Advisory
Montana
$138M -$2.82M -2% 143
KG
6429
Kieckhefer Group
Wisconsin
$138M -$27.9M -17% 139
OA
6430
Oceanside Advisors
South Carolina
$138M +$4.06M +3% 50
VWWMG
6431
Vermillion & White Wealth Management Group
Pennsylvania
$138M +$2.41M +2% 568
WCM
6432
Warburton Capital Management
Oklahoma
$138M +$4.64M +3% 54
PS
6433
Pinney & Scofield
Massachusetts
$138M +$6.07M +5% 226
BI
6434
Beckerman Institutional
New Jersey
$138M +$13.2M +11% 103
EWA
6435
Emergent Wealth Advisors
New York
$138M -$4.14K -0% 123
MAM
6436
McCarthy Asset Management
California
$138M -$3.69M -3% 25
TGM
6437
Tenzing Global Management
California
$138M +$4.2M +3% 26
OF
6438
Optimize Financial
California
$138M +$4.5M +3% 300
BAM
6439
Boyar Asset Management
New York
$138M -$13.7M -9% 80
MAS
6440
MPWM Advisory Solutions
Georgia
$138M +$981K +0.7% 762
PVAMC
6441
PPS&V Asset Management Consultants
Michigan
$138M -$10.2M -7% 40
CPL
6442
CAP Partners LLC
Tennessee
$138M -$4.08M -3% 142
WA
6443
Watchtower Advisors
Connecticut
$138M -$38.9M -22% 17
LWMI
6444
Legacy Wealth Management (Idaho)
Idaho
$138M -$14.6M -10% 851
JF
6445
Jericho Financial
Ohio
$138M -$490K -0.4% 43
SNBOSCI
6446
Security National Bank of Sioux City Iowa
Iowa
$138M -$5.25M -4% 94
RFA
6447
ROI Financial Advisors
Oregon
$138M -$9.21M -6% 65
HA
6448
Helium Advisors
Washington
$137M +$11.2M +9% 108
FF
6449
Farrell Financial
New York
$137M -$2.53M -2% 67
AF
6450
Atala Financial
California
$137M -$5.16M -4% 482