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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 Avg Holding
Period (Yrs)
PPWM
4876
PFG Private Wealth Management
Florida
$112M – – 4.02% 52.6% 47 – 0
AW
4877
Avion Wealth
Texas
$112M +$7.05M +7% 3.33% 45.4% 47 8.51% 0.2
QPWM
4878
Quadrant Private Wealth Management
Pennsylvania
$112M +$3.04M +3% 5.22% 87.9% 116 12.07% 1.5
CNBT
4879
Cornerstone National Bank & Trust
Illinois
$112M – – 4.87% 33.9% 55 – 0
CCM
4880
Cribstone Capital Management
Maine
$112M -$53.8M -33% 5.94% 22.4% 587 32.88% 2.7
PCM
4881
Perkins Capital Management
Minnesota
$112M -$4.51M -4% 15.3% 303% 122 15.57% 2.7
SWM
4882
Sculati Wealth Management
Michigan
$112M – – 8.38% 72.3% 97 – 0
OMIC
4883
Old Mission Investment Co
Michigan
$111M +$6.56M +6% 7.72% 70.7% 67 11.94% 0.2
PWC
4884
PYA Waltman Capital
Tennessee
$111M – – 7.4% 62.4% 35 – 0
TC
4885
Tatro Capital
Kentucky
$111M – – 6.78% – 59 – 0
ERM
4886
Elm Ridge Management
New York
$111M +$4.14M +4% 11.1% 93.6% 27 0% 2.9
SMC
4887
S. Muoio & Co
New York
$111M +$15.9M +17% 16.8% 327% 91 39.56% 2.2
SCP
4888
Seafarer Capital Partners
California
$111M +$58.2M +110% 15.5% 43% 2 0% 2.1
IAS
4889
Investment Advisory Services
Texas
$111M – – 6.49% 65.4% 72 – 0
PFA
4890
Pinnacle Family Advisors
Missouri
$111M -$2.3M -2% 8.79% 85.8% 88 29.55% 1.4
CRWM
4891
Castle Rock Wealth Management
California
$111M +$14.7M +15% 6.63% 115% 176 15.34% 0.4
SPL
4892
Smart Portfolios LLC
Washington
$111M -$1.85M -2% 3.88% 41.3% 53 11.32% 1.6
VCS
4893
Vaughan & Co Securities
New Jersey
$111M – – 6.96% 65.6% 170 – 0
FC
4894
Fusion Capital
South Carolina
$111M – – 8.34% 100% 65 – 0
CFGF
4895
Compass Financial Group (Florida)
Florida
$111M +$5.32M +5% 5.35% 44.1% 20 0% 2.4
IOOF
4896
Independent Order of Foresters
Ontario, Canada
$111M +$8.06M +8% 7.85% 66.3% 3 0% 1.3
TP
4897
Tranquility Partners
Tennessee
$111M +$16.4M +17% 9.58% 67.4% 166 16.87% 0.4
DFG
4898
Demars Financial Group
Washington
$111M – – 3.09% 59.6% 45 – 0
CMBA
4899
C.M. Bidwell & Associates
Hawaii
$111M +$9.5M +9% 7.97% 70.6% 474 29.32% 1.2
PG
4900
Prostatis Group
Maryland
$111M – – 7.38% 72.9% 78 – 0