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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
PI
4476
Pennant Investors
New Jersey
$200M +$24.9M +14% 0.79% 372% 19 26.32%
GWM
4477
Gitterman Wealth Management
New Jersey
$200M +$103M +106% 2.24% 33% 96 42.71%
OH
4478
Oikos Holdings
New York
$200M -$73.3M -27% 6.17% 5.54% 11 36.36%
AA
4479
AlphaMark Advisors
Kentucky
$199M -$2.56M -1% 7.2% 26.4% 785 31.21%
TAM
4480
Townsend Asset Management
North Carolina
$199M +$21.7M +12% 9.09% 77% 209 13.4%
UFA
4481
US Financial Advisors
Massachusetts
$199M +$20.7M +12% 6.21% 12.6% 88 48.86%
OWM
4482
Olympus Wealth Management
Utah
$199M -$32.6M -14% 10.4% 43.1% 16 12.5%
EFG
4483
Everhart Financial Group
Ohio
$199M +$18.4M +10% 7.64% 113% 231 34.63%
OGC
4484
Oak Grove Capital
New Hampshire
$199M -$97.2M -33% 2.86% 463% 63 26.98%
CM
4485
Crystalline Management
Canada
$199M 8.76% 141
RFN
4486
RDA Financial Network
Iowa
$199M +$15.7M +9% 8.16% 82.1% 229 20.09%
KAS
4487
Kemnay Advisory Services
New York
$199M -$113M -36% 1.58% 167% 35 37.14%
DFG
4488
Delphi Financial Group
Delaware
$199M +$31.5M +19% 5.78% 66.3% 33 24.24%
MGM
4489
Miura Global Management
New York
$199M +$31.9M +19% 14.7% 375% 21 28.57%
RWPA
4490
Richard W. Paul & Associates
Michigan
$199M 5.94% 65.2% 544
ACM
4491
Avalon Capital Management
California
$199M -$10.2M -5% 1.6% 151% 63 23.81%
NAM
4492
NewGen Asset Management
Ontario, Canada
$199M +$27.6M +16% 13.1% 402% 38 68.42%
EE
4493
EWG Elevate
California
$199M +$21.2M +12% 5.58% 76% 836 91.27%
PWM
4494
Prentice Wealth Management
New York
$198M +$15.4M +8% 6.59% 44.2% 98 14.29%
AIM
4495
AMI Investment Management
Indiana
$198M +$21.5M +12% 8.98% 47.9% 65 9.23%
KTM
4496
Keeler Thomas Management
Utah
$198M +$1.53M +0.8% 7.94% 46.1% 79 17.72%
RLIM
4497
Red Lighthouse Investment Management
New York
$198M 9.11% 63.4% 96
DIP
4498
Davis Investment Partners
North Carolina
$198M 9.54% 88.9% 113
MC
4499
Mathes Company
New York
$198M +$18.8M +10% 8.8% 121% 131 7.63%
GTAM
4500
Global Trust Asset Management
Florida
$198M +$6.28M +3% 9.2% 168% 482 20.54%