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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
AFS
6326
AFG Fiduciary Services
Massachusetts
$135M +$12.2M +10% 7.16% 61.9% 93 23.66%
MI
6327
Mango Investments
Colorado
$135M -$23.9M -15% 5.17% 24 4.17%
1CP
6328
17 Capital Partners
Arizona
$135M +$26.3M +24% 13.4% 130 33.08%
EWS
6329
Evergreen Wealth Solutions
Pennsylvania
$135M +$18.1M +15% 10.6% 70.9% 125 14.4%
MM
6330
MWG Management
British Virgin Islands
$135M +$16.2M +14% 15.3% 59.2% 3 0%
AFR
6331
Applied Fundamental Research
Massachusetts
$135M -$3.53M -3% 7% 44.6% 11 0%
WWM
6332
Whalen Wealth Management
Nevada
$135M +$24M +22% 8.58% 162 67.28%
MGWA
6333
Monument Group Wealth Advisors
Massachusetts
$135M +$17.7M +15% 7.45% 49 16.33%
SC
6334
Settian Capital
New York
$135M +$9.58M +8% 9.86% 62.5% 37 29.73%
IIM
6335
InTrack Investment Management
Vermont
$135M +$1.55M +1% 9.18% 84.9% 141 12.77%
SGC
6336
Slocum, Gordon & Co
Rhode Island
$135M +$20.8M +18% 9.42% 55.2% 137 7.3%
DF
6337
Dunhill Financial
United Kingdom
$135M +$24.4M +22% 8.72% 58.6% 767 8.74%
PWMG
6338
Pinnacle Wealth Management Group
Michigan
$135M +$12.8M +11% 4.73% 55.7% 113 17.7%
GCS
6339
Gordian Capital (Singapore)
Singapore
$135M +$23.7M +21% 24.2% 321% 149 19.46%
CCC
6340
Chesapeake Capital Corp
Florida
$134M -$2.79M -2% 11.8% 179 30.73%
CIM
6341
Caldwell Investment Management
Ontario, Canada
$134M +$4.26M +3% 13.2% 162% 38 28.95%
ICM
6342
Islay Capital Management
Texas
$134M +$4.86M +4% 8.75% 66.3% 232 20.26%
BDS
6343
Banco de Sabadell
Florida
$134M +$2.46M +2% 9.59% 75.1% 83 28.92%
SV
6344
Sapphire Ventures
Texas
$134M -$32.6M -20% 11.5% 27.9% 7 14.29%
BCM
6345
Bancreek Capital Management
California
$134M +$16.4M +14% 9.98% 33.6% 20 20%
PRI
6346
Prepared Retirement Institute
Pennsylvania
$134M +$493K +0.4% 6.76% 81 20.99%
CP
6347
CPV Partners
Connecticut
$134M -$3.66M -3% 10.2% 105% 5 0%
MF
6348
Meridian Financial
Massachusetts
$134M +$6.73M +5% 7.13% 52.8% 123 8.94%
CJ
6349
Caitlin John
Michigan
$134M +$11.4M +9% 7.36% 958 13.99%
KA
6350
Keene & Associates
Texas
$134M +$13.4M +11% 6.8% 20.3% 84 7.14%