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
HFAS
7051
Hummer Financial Advisory Services
Illinois
$142M +$4.22M +3% 121
NPAN
7052
Northeast Planning Associates NH
New Hampshire
$142M +$23.7M +20% 57
AUIM
7053
Aegon USA Investment Management
Iowa
$141M -$5.33M -4% 47
BAM
7054
Bosun Asset Management
Illinois
$141M +$9.23M +7% 68
ACA
7055
Arsenal Capital Advisors
Pennsylvania
$141M 98
JWM
7056
JP Wealth Management
South Carolina
$141M -$7.17M -5% 16
FCM
7057
Flagship Capital Management
Pennsylvania
$141M 47
KOMWMG
7058
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$141M +$9.07M +7% 90
IUC
7059
Ivory Union Consulting
$141M 4
JWM
7060
Jacksonville Wealth Management
Florida
$141M +$5.07M +4% 77
T
7061
Tableaux
Massachusetts
$141M -$109M -43% 125
PSC
7062
Piper Sandler & Co
Minnesota
$141M +$1.88M +1% 34
BLFG
7063
Brian Low Financial Group
Louisiana
$141M +$12.2M +10% 126
PBRA
7064
Pine Brook Road Advisors
New York
$141M +$10.2M +8% 1
BWMG
7065
Bannerman Wealth Management Group
Texas
$141M +$5.35M +4% 34
SHFA
7066
Sherrill & Hutchins Financial Advisory
Georgia
$141M +$2.99M +2% 13
DWM
7067
DeLarme Wealth Management
California
$141M 62
IAG
7068
Ipsen Advisor Group
Arkansas
$141M +$1.72M +1% 107
BRIA
7069
Balanced Rock Investment Advisors
Massachusetts
$141M +$3.92M +3% 97
HB
7070
Hauser Brothers
Germany
$141M +$16.6M +13% 6
BCM
7071
Brightlight Capital Management
Connecticut
$141M -$24.6M -15% 10
BC
7072
Bulwark Capital
Florida
$141M +$12.1M +9% 103
KCAM
7073
Kagan Cocozza Asset Management
New Jersey
$141M +$8.51M +6% 64
PHIC
7074
Pine Haven Investment Counsel
Massachusetts
$141M +$2.09M +2% 121
PWA
7075
Perspective Wealth Advisors
Colorado
$140M 55