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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
4FG
5901
4Thought Financial Group
New York
$161M -$925K -0.6% 110
CQWA
5902
Chokshi & Queen Wealth Advisors
California
$161M 48
BCM
5903
BML Capital Management
Indiana
$161M -$8.98M -5% 32
PDN
5904
Pensionfund DSM Netherlands
Netherlands
$161M -$57.4M -26% 70
RAS
5905
RPS Advisory Solutions
Kentucky
$161M +$21M +15% 117
WF
5906
Williams Financial
Vermont
$161M +$642K +0.4% 18
PWMG
5907
Pinnacle Wealth Management Group
Michigan
$161M +$2.09M +1% 121
FCM
5908
Fairbanks Capital Management
California
$161M +$1.31M +0.8% 54
HG
5909
Herbst Group
Connecticut
$160M -$1.04M -0.6% 62
HSWS
5910
Higgins & Schmidt Wealth Strategies
Colorado
$160M +$5.44M +4% 63
PSB
5911
Passumpsic Savings Bank
Vermont
$160M +$7.99M +5% 89
BCPWM
5912
Bradley & Co Private Wealth Management
Florida
$160M 189
HIMS
5913
Hager Investment Management Services
New Hampshire
$160M 287
CTFG
5914
Capstone Triton Financial Group
Oklahoma
$160M +$3.7M +2% 113
RGC
5915
Rubicon Global Capital
United Kingdom
$160M 9
LIWM
5916
Long Island Wealth Management
New York
$160M +$7.5M +5% 73
SFG
5917
Sowa Financial Group
Rhode Island
$160M +$1.48M +0.9% 34
APC
5918
Asset Planning Corporation
Tennessee
$160M +$6.46M +4% 46
VWA
5919
Valued Wealth Advisors
Utah
$160M +$5.36M +3% 684
C
5920
Covestor
United Kingdom
$159M +$138K +0.1% 2,906
BWM
5921
Birchcreek Wealth Management
Ohio
$159M +$6.61M +4% 130
BFA
5922
Bright Financial Advisors
Michigan
$159M +$1.89M +1% 57
EBA
5923
Eagle Bay Advisors
New York
$159M -$102M -39% 1,414
DAM
5924
Draper Asset Management
New York
$159M +$20.5M +15% 19
PU
5925
Petiole USA
New York
$159M +$6.03M +4% 42