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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 Avg Holding
Period (Yrs)
PHIC
6726
Pine Haven Investment Counsel
Massachusetts
$107M +$10.5M +11% 10.7% 72.1% 107 9.35% 1.7
NMM
6727
Naples Money Management
Florida
$107M – – 12.6% – 413 – 0
UID
6728
Union Investments & Development
Israel
$107M -$79M -43% 12.2% 17% 46 4.35% 1.6
CP
6729
Catalys Pacific
Japan
$107M – – 4.02% – 3 – 0
GAA
6730
Guardian Asset Advisors
Pennsylvania
$107M – – 11.6% – 97 – 0
MGW
6731
MB Generational Wealth
Washington
$107M – – 11.4% – 48 – 0
AFG
6732
AFS Financial Group
Maryland
$107M -$39.9M -27% 9.17% – 99 48.48% 0.9
RIA
6733
Richwood Investment Advisors
Ohio
$106M +$8.44M +9% 10.7% 66% 102 4.9% 1.9
JCFM
6734
JBR Co Financial Management
Oklahoma
$106M – – 9.35% 126% 89 – 0
SHFA
6735
Sherrill & Hutchins Financial Advisory
Georgia
$106M – – 10.6% 41.6% 10 – 0
ADEF
6736
ABS Direct Equity Fund
Connecticut
$106M – – 14.6% – 43 – 0
MWM
6737
MY Wealth Management
Maryland
$106M +$5.66M +6% 10.2% 36.1% 30 16.67% 1.6
MWM
6738
Melfa Wealth Management
Massachusetts
$106M +$14.2M +15% 10.9% 42.9% 147 10.2% 0.9
RIG
6739
Ramiah Investment Group
Wisconsin
$106M +$9.91M +10% 9.06% 55.3% 79 41.77% 1.8
DAM
6740
Draper Asset Management
New York
$106M +$11.8M +12% 12.9% 187% 41 21.95% 1.2
APW
6741
Aurora Private Wealth
New Jersey
$106M +$15.7M +17% 9.87% – 172 30.81% 2
PWA
6742
Primoris Wealth Advisors
Florida
$106M +$23.3M +28% 11.3% 182% 93 33.33% 1.1
OC
6743
Optimas Capital
Hong Kong
$106M -$39.7M -27% 20.5% 355% 59 79.66% 0.2
LCM
6744
LRT Capital Management
Texas
$106M -$38.3M -27% 10.8% 76.3% 94 27.66% 0.9
DG
6745
DMC Group
Alabama
$106M -$1.07M -1% 11.2% 99.2% 130 14.62% 1.5
CWMGP
6746
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$106M +$9.14M +9% 10.4% 75.9% 62 17.74% 1.4
CPW
6747
Cove Private Wealth
New York
$106M – – 12.1% – 75 – 0
1WM
6748
1858 Wealth Management
Ohio
$105M – – 11.9% – 121 – 0
SGM
6749
Scalar Gauge Management
Texas
$105M – – 16.8% – 27 – 0
PS
6750
Pennant Select
New Jersey
$105M – – 7.33% – 7 – 0