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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
HBW
5726
Hazlett, Burt & Watson
West Virginia
$149M +$14.4M +11% 746
CSIA
5727
Carl Stuart Investment Advisor
Texas
$148M +$24.3M +20% 31
NIWA
5728
New Insight Wealth Advisors
California
$148M 78
PPW
5729
PACK Private Wealth
Minnesota
$148M +$14.4M +11% 38
FZCM
5730
Flynn Zito Capital Management
New York
$148M +$5.8M +4% 98
PWM
5731
Penobscot Wealth Management
Maine
$148M +$16.2M +12% 74
AFT
5732
Alpha Family Trust
California
$148M +$16.7M +13% 159
YEPX
5733
Yorktown Energy Partners XI
New York
$148M -$30.6M -17% 5
DC
5734
Deere & Company
Illinois
$148M +$15.2M +11% 3
SCM
5735
Semanteon Capital Management
Massachusetts
$148M 207
VFG
5736
Victory Financial Group
Texas
$148M 63
SM
5737
Selkirk Management
New Jersey
$148M +$13.4M +10% 17
KIM
5738
Kestrel Investment Management
California
$148M -$10.3M -7% 41
BSWA
5739
Bromfield Sneider Wealth Advisors
Massachusetts
$148M +$15M +11% 99
GCM
5740
Goldstream Capital Management
Hong Kong
$148M +$23.7M +19% 51
PE
5741
Platinum Equity
California
$148M -$45M -23% 8
DA
5742
DCF Advisers
Connecticut
$148M +$4.28M +3% 88
CJFS
5743
Coulter & Justus Financial Services
Tennessee
$148M +$10.1M +7% 48
BCP
5744
Blackhawk Capital Partners
Wisconsin
$148M +$10.7M +8% 107
HFS
5745
HBC Financial Services
Washington
$147M +$14.2M +11% 223
RWS
5746
Resolute Wealth Strategies
Mississippi
$147M +$13.6M +10% 93
PFMU
5747
Privium Fund Management (UK)
United Kingdom
$147M +$19.5M +15% 103
MHB
5748
Midwest Heritage Bank
Iowa
$147M +$14.1M +11% 54
AWM
5749
Aspire Wealth Management
Massachusetts
$147M +$15.6M +12% 186
FCM
5750
Fourpath Capital Management
Oklahoma
$147M +$13.7M +10% 141