We are live on ! Find out more

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 Avg Holding
Period (Yrs)
PFG Private Wealth Management
5876
PFG Private Wealth Management
Florida
$149M +$14.1M +10% 8.2% 52.6% 314 31.21% 2
CV Advisors
5877
CV Advisors
Florida
$149M +$14.1M +10% 11.2% 112% 23 8.7% 1.5
Hazlett, Burt & Watson
5878
Hazlett, Burt & Watson
West Virginia
$149M +$14.4M +11% 10.9% 108% 745 9.66% 1.4
Carl Stuart Investment Advisor
5879
Carl Stuart Investment Advisor
Texas
$148M +$24.3M +20% 10.8% 84.4% 31 29.03% 0.8
New Insight Wealth Advisors
5880
New Insight Wealth Advisors
California
$148M – – 12.7% – 78 – 0
PACK Private Wealth
5881
PACK Private Wealth
Minnesota
$148M +$14.4M +11% 10.3% 52.8% 38 5.26% 1.7
Flynn Zito Capital Management
5882
Flynn Zito Capital Management
New York
$148M +$5.8M +4% 10.4% 109% 98 30.61% 1
Penobscot Wealth Management
5883
Penobscot Wealth Management
Maine
$148M +$16.2M +12% 10.4% 56.7% 74 16.22% 1.6
AFT
5884
Alpha Family Trust
California
$148M +$16.7M +13% 13.1% 215% 159 28.93% 0.8
Yorktown Energy Partners XI
5885
Yorktown Energy Partners XI
New York
$148M -$30.6M -17% 28% 105% 5 20% 2.8
Deere & Company
5886
Deere & Company
Illinois
$148M +$15.2M +11% 9.95% – 3 0% 6.3
Semanteon Capital Management
5887
Semanteon Capital Management
Massachusetts
$148M – – 14.6% – 207 – 0
Victory Financial Group
5888
Victory Financial Group
Texas
$148M – – 11.2% – 63 – 0
Selkirk Management
5889
Selkirk Management
New Jersey
$148M +$13.4M +10% 19.6% 245% 17 23.53% 4.7
Kestrel Investment Management
5890
Kestrel Investment Management
California
$148M -$10.3M -7% 15.2% 99.8% 41 17.07% 1.6
BSWA
5891
Bromfield Sneider Wealth Advisors
Massachusetts
$148M +$15M +11% 9.33% – 99 2.02% 1.7
Platinum Equity
5892
Platinum Equity
California
$148M -$45M -23% 26.6% 52.7% 8 25% 1.4
Coulter & Justus Financial Services
5893
Coulter & Justus Financial Services
Tennessee
$148M +$10.1M +7% 7.79% – 48 27.08% 1.1
Blackhawk Capital Partners
5894
Blackhawk Capital Partners
Wisconsin
$148M +$10.7M +8% 10.4% 87.2% 107 36.45% 1.5
HBC Financial Services
5895
HBC Financial Services
Washington
$147M +$14.2M +11% 10.2% 12.6% 220 30% 2.3
Resolute Wealth Strategies
5896
Resolute Wealth Strategies
Mississippi
$147M +$13.6M +10% 10.9% 105% 93 10.75% 0.7
ACM
5897
Altium Capital Management
New York
$147M -$44.4M -23% 23.6% – 94 53.19% 0.8
Privium Fund Management (UK)
5898
Privium Fund Management (UK)
United Kingdom
$147M +$19.5M +15% 12.5% 34.4% 103 51.46% 0.6
Midwest Heritage Bank
5899
Midwest Heritage Bank
Iowa
$147M +$14.1M +11% 9.74% 52.2% 54 0% 1.7
Aspire Wealth Management
5900
Aspire Wealth Management
Massachusetts
$147M +$15.6M +12% 10.3% 26% 186 3.76% 1.6