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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
HI
5801
Harper Investing
California
$98.4M -$9.42M -9% 11.2% 53.4% 51 13.73%
PWA
5802
Pillar Wealth Advisors
Pennsylvania
$98.3M -$5.33M -5% 10.8% 21.9% 61 19.67%
ARS
5803
Adirondack Retirement Specialists
New York
$98M -$13.8M -12% 17.5% 13.1% 17 5.88%
FC
5804
Farley Capital
New York
$97.8M -$8.45M -8% 8.17% 105% 12 8.33%
LM
5805
Lansing Management
New York
$97.8M -$39.4M -29% 19.1% 87.3% 8 0%
IIM
5806
InTrack Investment Management
Vermont
$97.7M -$25.3M -21% 16% 84.9% 127 23.62%
RB
5807
Richmond Brothers
Michigan
$97.7M -$32.2M -25% 21.8% 103% 22 0%
NMG
5808
New Millennium Group
Utah
$97.7M -$41.5M -30% 14.8% 176% 404 86.14%
SFG
5809
Socha Financial Group
New York
$97.7M -$24.3M -20% 17.5% 57.3% 18 27.78%
UIA
5810
Ulland Investment Advisors
Minnesota
$97.7M -$35.7M -27% 17.3% 154% 281 14.23%
SWMP
5811
Signature Wealth Management Partners
New Jersey
$97.6M -$19.7M -17% 13.9% 70% 116 10.34%
PT
5812
Palantir Technologies
Colorado
$97.6M -$148M -60% 49.3% 20 5%
DWM
5813
Defined Wealth Management
Oregon
$97.6M -$16.2M -14% 13.3% 54.4% 95 8.42%
TT
5814
TI-Trust
Illinois
$97.5M -$12.6M -11% 9.53% 85.8% 113 9.73%
CAM
5815
Caprin Asset Management
Virginia
$97.4M -$19.3M -17% 2.34% 7.87% 17 0%
RGF
5816
Retirement Guys Formula
Ohio
$97.4M -$51.9M -35% 11% 57.6% 139 14.39%
APW
5817
Atlantic Private Wealth
North Carolina
$97.4M -$8.41M -8% 14.5% 46.2% 42 11.9%
PCMM
5818
Piedmont Capital Management (Montana)
Montana
$97.3M -$35.8M -27% 8.5% 76.1% 41 4.88%
PFP
5819
Paragon Financial Partners
California
$97.3M -$17.4M -15% 13.8% 80.6% 85 7.06%
CW
5820
Cook Wealth
North Carolina
$97.3M +$2.55M +3% 13.6% 7.36% 49 18.37%
BDAM
5821
Blue Door Asset Management
Connecticut
$97.2M -$75.8M -44% 24.1% 77.3% 33 60.61%
IAC
5822
ION Acquisition Corp
Israel
$97.1M -$51.8M -35% 18% 5 0%
CFO
5823
Capitol Family Office
Oregon
$97.1M -$27.1M -22% 10.1% 42.6% 23 26.09%
IFPL
5824
Investments & Financial Planning LLC
Kentucky
$97.1M -$17.3M -15% 15.4% 51.1% 36 13.89%
VBCG
5825
Valley Brook Capital Group
Pennsylvania
$97M -$18.9M -16% 10.9% 77.9% 118 12.71%