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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
CRIG
5576
Charter Research & Investment Group
Connecticut
$110M -$13.3M -11% 8.7% 71.1% 85 12.94%
JHWEPV
5577
J.H. Whitney Equity Partners VII
Connecticut
$110M -$56M -34% 33.7% 519% 1 0%
PSC
5578
Piper Sandler & Co
Minnesota
$110M -$22.2M -17% 0.23% 0.09% 54 37.04%
TIM
5579
Timelo Investment Management
Ontario, Canada
$110M -$27.6M -20% 8.24% 123% 107 43.93%
DI
5580
Dalton Investments
Nevada
$110M -$32.3M -23% 8.98% 94.7% 32 46.88%
SA
5581
SWM Advisors
Florida
$110M -$17.7M -14% 13.4% 31 19.35%
JWM
5582
Jupiter Wealth Management
Colorado
$110M -$50.1M -31% 14.7% 85.9% 81 24.69%
ABG
5583
Ally Bridge Group
New York
$110M -$25.2M -19% 9.85% 942% 26 34.62%
FWM
5584
Finer Wealth Management
Massachusetts
$110M -$12.9M -11% 9.57% 117% 85 12.94%
PPW
5585
PACK Private Wealth
Minnesota
$110M -$11.6M -10% 13.8% 43.6% 39 12.82%
BA
5586
Ballew Advisors
Mississippi
$110M -$21.4M -16% 13.1% 62.3% 117 23.93%
HLCM
5587
Hickory Lane Capital Management
New York
$110M -$54.2M -33% 14.7% 36 19.44%
LFA
5588
LifeGuide Financial Advisors
Pennsylvania
$110M -$20M -15% 12.6% 31% 27 7.41%
DWM
5589
Drive Wealth Management
Utah
$109M -$9.11M -8% 14.5% 94.4% 192 26.56%
FAG
5590
Fortitude Advisory Group
Washington
$109M -$78.5M -42% 14.3% 131% 1,547 86.81%
HNWA
5591
Henrickson Nauta Wealth Advisors
Michigan
$109M -$10.9M -9% 14.3% 61.6% 52 25%
AW
5592
Apricus Wealth
South Carolina
$109M -$13.4M -11% 9.26% 78.8% 90 13.33%
MCM
5593
Mork Capital Management
California
$109M -$1.67M -2% 10.6% 45.7% 105 9.52%
HBW
5594
Hazlett, Burt & Watson
West Virginia
$109M -$17M -13% 13.4% 69.2% 620 6.94%
VCM
5595
VeriStar Capital Management
New York
$109M -$7.09M -6% 8.48% 41% 11 9.09%
CWM
5596
Cherrydale Wealth Management
New Jersey
$109M -$27.2M -20% 16.9% 72% 47 44.68%
SL
5597
Savior LLC
Massachusetts
$109M -$25.3M -19% 15.3% 88.1% 228 46.93%
ICMP
5598
Integrated Capital Management (Pennsylvania)
Pennsylvania
$109M -$12.6M -10% 9.45% 38.3% 74 10.81%
SIM
5599
Symetra Investment Management
Connecticut
$109M +$17.8M +20% 17.2% 40.8% 3 0%
TM
5600
Triatomic Management
California
$109M -$14.3M -12% 25.1% 54 46.3%