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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
DW
4226
Dodds Wealth
Colorado
$307M -$4.18M -1% 0.34% 60 1.67%
NTCM
4227
Nut Tree Capital Management
New York
$307M +$14.9M +5% 3.24% 81.7% 12 16.67%
GIPM
4228
G2 Investment Partners Management
New York
$307M -$80.4M -21% 10.6% 773% 80 55%
PB
4229
Pinnacle Bancorp
Nebraska
$307M -$742K -0.2% 1.31% 68.3% 944 11.55%
MWM
4230
Maridea Wealth Management
New York
$307M -$3.75M -1% 2.21% 286 37.76%
DIGDR
4231
Dynamo Internacional Gestao de Recursos
Brazil
$307M +$6.33M +2% 8.17% 67.3% 10 20%
BE
4232
Bonness Enterprises
District of Columbia
$307M +$21.5M +8% 9.53% 94.6% 38 2.63%
AWM
4233
Atticus Wealth Management
Florida
$306M -$15.2M -5% 2.91% 63.8% 542 7.38%
GCA
4234
Gradient Capital Advisors
California
$306M -$3.79M -1% 1.44% 71% 156 3.21%
TCWM
4235
Total Clarity Wealth Management
Illinois
$306M -$1.24M -0.4% 2.41% 69.7% 280 4.29%
PGWM
4236
Parisi Gray Wealth Management
New Jersey
$306M -$8.35M -3% 4.24% 120% 113 9.73%
PWP
4237
Prasad Wealth Partners
Ohio
$306M -$2.83M -0.9% 3.04% 124 16.13%
LWMM
4238
Legacy Wealth Management (Mississippi)
Mississippi
$306M +$54.2M +22% 3.84% 89.1% 103 20.39%
STB
4239
S&T Bank
Pennsylvania
$306M -$7.5M -2% 5.32% 94.2% 399 36.84%
MC
4240
Muhlenkamp & Co
Pennsylvania
$306M -$23.8M -7% 7.18% 121% 31 19.35%
MA
4241
Modus Advisors
Minnesota
$305M -$13.8M -4% 1.05% 69.8% 325 68.31%
CFG
4242
Carr Financial Group
Massachusetts
$305M -$17.2M -5% 1.78% 50.7% 194 14.43%
OKSA
4243
O'Keefe Stevens Advisory
New York
$305M -$18.3M -6% 0.22% 216% 76 14.47%
SC
4244
Stolper & Co
Oklahoma
$305M +$4.71M +2% 3.6% 70.5% 89 3.37%
SP
4245
SWS Partners
Ohio
$305M -$25.5M -8% 2.05% 75.1% 120 10.83%
GJIA
4246
Glass Jacobson Investment Advisors
Maryland
$305M +$7.45K +0% 1.04% 58.3% 840 0%
GA
4247
GSG Advisors
New Jersey
$305M -$12.8M -4% 3.89% 120 15%
TA
4248
TrueWealth Advisors
Alabama
$304M +$4.88M +2% 1.17% 58.5% 240 20.83%
PM
4249
Prosight Management
Texas
$304M -$57.5M -16% 14.5% 46.2% 42 23.81%
FM
4250
Freemont Management
Switzerland
$304M +$74.7M +33% 9.06% 152% 108 37.96%