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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
GMFG
5801
Greater Midwest Financial Group
Minnesota
$160M +$12.7M +9% 11.1% 55 12.73%
SIM
5802
SummerHaven Investment Management
Connecticut
$160M +$3.91M +3% 4.98% 143% 196 0.51%
BM
5803
Bislett Management
California
$160M +$3.34M +2% 4.01% 6.92% 16 0%
PPG
5804
Peak Planning Group
Colorado
$160M +$20.6M +15% 11% 82.4% 78 12.82%
CASB
5805
Cape Ann Savings Bank
Massachusetts
$160M +$8.25M +5% 7.03% 59.5% 89 11.24%
PWM
5806
Power Wealth Management
Georgia
$159M +$15.5M +11% 5.67% 107 20.56%
MPW
5807
MGO Private Wealth
California
$159M +$13.9M +10% 6.02% 44% 84 16.67%
GPI
5808
General Partner Inc
Pennsylvania
$159M +$40.2M +34% 8.49% 74% 174 30.46%
PPW
5809
PACK Private Wealth
Minnesota
$159M +$10.7M +7% 5.3% 43.6% 40 7.5%
FWS
5810
FinDec Wealth Services
California
$159M +$9.45M +6% 7.42% 40.4% 45 8.89%
KDIA
5811
KPCB DGF II Associates
California
$159M +$49.9M +46% 53.4% 2.08% 2 0%
SWM
5812
Shelton Wealth Management
Texas
$159M +$18.2M +13% 8.52% 88% 119 16.81%
CWM
5813
CarsonAllaria Wealth Management
Illinois
$159M +$19.5M +14% 5.67% 51.7% 418 19.62%
SI
5814
SCP Investment
California
$159M +$26.8M +20% 6.38% 48.7% 57 24.56%
PPWM
5815
PFG Private Wealth Management
Florida
$159M +$10.3M +7% 5.85% 48.3% 242 10.33%
PHWM
5816
Pine Harbor Wealth Management
Maryland
$159M +$27.5M +21% 8.32% 101 8.91%
LA
5817
Lane & Associates
New Jersey
$159M +$21.4M +16% 7.78% 115 13.04%
LWM
5818
Luminvest Wealth Management
Arizona
$159M +$6.33M +4% 4.95% 23 8.7%
SIMC
5819
Squire Investment Management Company
Utah
$159M +$35.9M +29% 6.05% 54 9.26%
AWAP
5820
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$159M +$7.32M +5% 7.15% 68.1% 140 12.86%
EBA
5821
Eagle Bay Advisors
New York
$159M +$424K +0.3% 6.31% 62.7% 1,038 25.14%
AWM
5822
Aviso Wealth Management
Washington
$159M +$20.6M +15% 14.1% 161 16.77%
ACC
5823
Acorn Creek Capital
Colorado
$159M -$65.6M -29% 7.72% 83 20.48%
PWM
5824
Penobscot Wealth Management
Maine
$158M +$10.1M +7% 6.54% 50.5% 83 24.1%
RC
5825
Roubaix Capital
Colorado
$158M +$15.4M +11% 12% 104% 63 55.56%