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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
PWMG
5701
Pinnacle Wealth Management Group
Michigan
$113M -$610K -0.5% 7.24% 55.7% 111 10.81%
IVMX
5702
Institutional Venture Management XIII
California
$113M -$25M -18% 15.2% 4 0%
KC
5703
Kenfarb & Co
Kentucky
$113M +$7.59M +7% 9.25% 235 4.26%
BA
5704
Bluesphere Advisors
Pennsylvania
$113M +$12.5M +12% 6.53% 81.4% 85 22.35%
GWAM
5705
Guardian Wealth Advisors (Minnesota)
Minnesota
$113M +$9.74M +9% 7.42% 45.6% 66 13.64%
MC
5706
Matisse Capital
Oregon
$113M +$33.7M +43% 4.7% 52.1% 136 41.91%
UONDDL
5707
University of Notre Dame du Lac
Indiana
$113M +$15.3M +16% 15.7% 1 0%
FCM
5708
Fairbanks Capital Management
California
$113M +$5.18M +5% 7.49% 69.4% 53 5.66%
MJB
5709
Mark J. Bradley
$112M +$4.46M +4% 9.64% 47 12.77%
ACMA
5710
Arbor Capital Management (Alaska)
Alaska
$112M +$1.53M +1% 8.1% 56.6% 106 8.49%
BWM
5711
Birchcreek Wealth Management
Ohio
$112M +$4.55M +4% 7.28% 54.9% 125 8%
NC
5712
Naman Capital
Brazil
$112M -$31.2M -22% 8.22% 106% 19 42.11%
PSIWM
5713
Paradigm Strategies in Wealth Management
Minnesota
$112M +$2.7M +2% 6.38% 37.9% 42 16.67%
CAM
5714
Concorde Asset Management
Michigan
$112M +$23M +26% 8.34% 167 31.14%
VAM
5715
Vert Asset Management
California
$112M +$6.8M +6% 4.79% 43.6% 45 17.78%
LFA
5716
Lauterbach Financial Advisors
Texas
$112M +$14M +14% 12.3% 60.5% 57 21.05%
SL
5717
Savior LLC
Massachusetts
$112M +$4.66M +4% 10.4% 88.1% 228 29.82%
BAM
5718
BOS Asset Management
Illinois
$112M 8.68% 67.8% 125
SA
5719
swisspartners Advisors
Switzerland
$112M +$10.4M +10% 13.3% 86.6% 26 3.85%
HAM
5720
Hedges Asset Management
Nevada
$112M +$11.9M +12% 12.7% 112 12.5%
KA
5721
Keene & Associates
Texas
$112M +$3.17M +3% 14.5% 20.3% 81 9.88%
RCAP
5722
Resolute Capital Asset Partners
Colorado
$112M +$568K +0.5% 18.1% 637% 57 75.44%
PKC
5723
Palmer Knight Company
Florida
$112M +$5.72M +5% 10.1% 58% 28 3.57%
PHM
5724
Prospect Hill Management
New Jersey
$112M -$17.1M -13% 6.77% 93.9% 15 0%
CCA
5725
Cottonwood Capital Advisors
Utah
$112M +$6.93M +7% 9.3% 78.3% 97 12.37%