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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
D
5526
Dentgroup
Louisiana
$136M -$2.68M -2% 2.9% 53.6% 114 11.4%
PP
5527
Patron Partners
Texas
$136M -$5.88M -4% 2.89% 69.3% 179 13.41%
FAM
5528
Family Asset Management
South Carolina
$136M -$12.5M -8% 3.43% 195 11.28%
PCM
5529
Pointe Capital Management
Michigan
$135M +$2.95M +2% 1.88% 57.6% 151 5.96%
LWM
5530
Long Walk Management
Connecticut
$135M +$61.8K +0% 1.49% 261% 10 30%
SIAS
5531
Summit Investment Advisory Services
Minnesota
$135M -$16.3M -11% 3.38% 68.3% 58 8.62%
IFS
5532
Intelligent Financial Strategies
Minnesota
$135M -$2.19M -2% 1.19% 60.6% 90 1.11%
HAG
5533
HF Advisory Group
Maryland
$135M +$8.28M +7% 3.02% 64.2% 150 11.33%
DTC
5534
Davidson Trust Company
Washington
$135M -$3.45M -2% 3.4% 54.5% 128 4.69%
EL
5535
EQ LLC
Washington
$135M +$13.2M +11% 3.63% 72.9% 51 13.73%
PCM
5536
Palouse Capital Management
Washington
$135M -$8.37M -6% 3.73% 67.8% 76 10.53%
KAM
5537
Kinney Asset Management
Illinois
$135M -$19.8M -13% 8.77% 10.1% 5 0%
VCS
5538
Vaughan & Co Securities
New Jersey
$135M -$6.05M -4% 3.98% 50.9% 54 3.7%
OCM
5539
Orleans Capital Management
Louisiana
$135M -$6.34M -4% 2.7% 67.9% 82 8.54%
GWM
5540
GoalFusion Wealth Management
Texas
$135M -$1.23M -0.9% 2.8% 43.6% 29 13.79%
CA
5541
CV Advisors
Florida
$135M -$1.69M -1% 2.35% 98.9% 23 4.35%
MWP
5542
Meredith Wealth Planning
Illinois
$135M +$11.6M +9% 1.47% 66.3% 43 11.63%
PPWM
5543
PFG Private Wealth Management
Florida
$135M -$34.9M -21% 2.39% 48.3% 330 24.55%
OPWM
5544
Oxinas Partners Wealth Management
Indiana
$134M -$17.9M -12% 3.68% 91.4% 128 11.72%
SM
5545
Selkirk Management
New Jersey
$134M +$6.13M +5% 3.96% 268% 17 11.76%
RA
5546
RiverTree Advisors
Florida
$134M -$4.48M -3% 1.01% 25.4% 29 31.03%
RVM
5547
Robinson Value Management
Texas
$134M -$3.78M -3% 3.04% 60.9% 79 10.13%
HBW
5548
Hazlett, Burt & Watson
West Virginia
$134M +$172K +0.1% 3.52% 69.2% 774 17.57%
FMI
5549
F/M Investments
District of Columbia
$134M -$1.49M -1% 1.2% 100% 83 22.89%
MPCG
5550
Matrix Private Capital Group
New York
$134M -$2.52M -2% 2.4% 56% 179 7.82%