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
LFA
6876
Longview Financial Advisors
Alabama
$140M +$22.5M +19% 45
WFS
6877
WealthGarden F.S.
California
$140M +$19.7M +16% 157
WCM
6878
Washington Capital Management
Washington
$140M +$5.56M +4% 133
PWA
6879
Principia Wealth Advisory
Texas
$140M +$22.4M +19% 1,018
SRHG
6880
Stone Ridge Holdings Group
New York
$140M -$142M -50% 43
POIA
6881
Pin Oak Investment Advisors
Texas
$140M +$21.9M +19% 525
QAM
6882
QSM Asset Management
United Kingdom
$140M +$31.4M +29% 20
ACL
6883
Applied Capital LLC
Florida
$140M +$5.57M +4% 88
CSI
6884
Clark & Stuart Inc
Maine
$140M +$7.08M +5% 52
AWM
6885
Apex Wealth Management
New Hampshire
$140M +$15.2M +12% 59
SF
6886
Strategent Financial
Virginia
$140M +$11.6M +9% 37
SMAM
6887
Sugar Maple Asset Management
Wisconsin
$140M +$11.5M +9% 89
PIA
6888
Prakash Investment Advisors
Massachusetts
$140M +$50.1M +56% 81
AAM
6889
Ackerman Asset Management
Maryland
$140M +$14.8M +12% 28
BGAI
6890
Bruce G. Allen Investments
Colorado
$140M +$7.69M +6% 1,112
SA
6891
Sage Advisors
Colorado
$140M -$528K -0.4% 42
HGP
6892
Haven Global Partners
Georgia
$140M +$12.1M +9% 12
PWCM
6893
Processus Wealth & Capital Management
Tennessee
$139M +$12.9M +10% 35
ACP
6894
Argyle Capital Partners
California
$139M +$18.1M +15% 168
GFA
6895
Gladwyn Financial Advisors
Virginia
$139M +$10.1M +8% 86
PSC
6896
Piper Sandler & Co
Minnesota
$139M +$9.67M +7% 34
TPW
6897
Turn8 Private Wealth
$139M +$842K +0.6% 48
RSWA
6898
Robinson Smith Wealth Advisors
Maine
$139M +$14.2M +11% 96
HTWM
6899
Hartmann Taylor Wealth Management
Texas
$139M +$19.2M +16% 54
OIM
6900
Oder Investment Management
California
$139M +$6.89M +5% 101