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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
PIM
6376
Pullen Investment Management
Florida
$190M +$5.17M +3% 3.51% 106 15.09%
WWM
6377
Walser Wealth Management
Florida
$190M 14.1% 145
IAMH
6378
IvyRock Asset Management (HK)
Hong Kong
$190M -$43.1M -19% 11.9% 76% 27 40.74%
FBC
6379
Fairfield, Bush & Co
Connecticut
$190M -$5.24M -3% 3.34% 112% 124 10.48%
AFC
6380
Alpine Fox Capital
Nevada
$189M -$49.4M -21% 0.43% 23 47.83%
MKW
6381
Mullaney, Keating & Wright
Connecticut
$189M +$9.28M +5% 2.97% 73 6.85%
MHFA
6382
Mission Hills Financial Advisory
California
$189M +$1.19M +0.6% 0.47% 56 17.86%
FCCM
6383
First City Capital Management
Georgia
$189M +$3.91M +2% 3.81% 76.5% 159 6.29%
NCMW
6384
Northern Capital Management (Washington)
Washington
$189M +$4.95M +3% 2.42% 80% 52 11.54%
GCL
6385
Gouws Capital LLC
North Carolina
$189M +$7.32M +4% 9.37% 114% 56 3.57%
CRCM
6386
Crystal Rock Capital Management
Illinois
$189M +$6.03M +3% 6.85% 172% 33 6.06%
EF
6387
Envision Financial
Wisconsin
$189M +$14.7M +8% 1.62% 43 2.33%
SFG
6388
Strive Financial Group
Indiana
$189M 3.02% 729
DV
6389
DAG Ventures
California
$189M 4.27% 3
PS
6390
Pennant Select
New Jersey
$189M +$30M +19% 17.5% 13 7.69%
BCPWM
6391
Bradley & Co Private Wealth Management
Florida
$189M +$8.32M +5% 5.73% 227 14.98%
MGW
6392
MB Generational Wealth
Washington
$189M +$31.5M +20% 3.08% 71 12.68%
HA
6393
Hofer & Associates
California
$189M +$14.1M +8% 1.76% 54.2% 66 9.09%
OA
6394
Oasis Advisors
Iowa
$189M 0.88% 75
HIM
6395
Harbour Investment Management
Washington
$189M -$41.4M -18% 1.73% 58.8% 109 11.93%
KTC
6396
Kentucky Trust Company
Kentucky
$189M +$3.8M +2% 2.8% 310 7.1%
RIAS
6397
Rachor Investment Advisory Services
Michigan
$188M 1.56% 429
AL3A
6398
Accel Leaders 3 Associates
California
$188M 25.4% 1
GC
6399
Granville Capital
North Carolina
$188M 1.81% 84
TCFP
6400
Treasure Coast Financial Planning
Florida
$188M +$8.99M +5% 1.65% 32.6% 47 8.51%