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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
PIA
6801
Prakash Investment Advisors
Massachusetts
$149M +$59M +66% 18.2% 84 40.48%
TTIC
6802
Tower Trust & Investment Company
Iowa
$149M +$7.83M +6% 8.88% 199 7.54%
MBAM
6803
Mink Brook Asset Management
Florida
$148M +$33.2M +29% 11.8% 52 34.62%
DWA
6804
Delos Wealth Advisors
Texas
$148M +$20M +16% 8.3% 46.2% 323 27.86%
TM
6805
TFJ Management
Massachusetts
$148M +$20.3M +16% 28.4% 13 30.77%
FH
6806
Financial Harvest
Florida
$148M +$14.6M +11% 7.18% 60 11.67%
SFG
6807
Synergy Financial Group
California
$148M +$12.5M +9% 9.26% 126% 117 5.98%
BFM
6808
Broadview Financial Management
Wisconsin
$148M +$1.08M +0.7% 6.25% 41.8% 41 2.44%
NSG
6809
Nalls Sherbakoff Group
Tennessee
$148M +$10.8M +8% 7.93% 438 5.25%
PWM
6810
Pinnacle Wealth Management
California
$148M +$28.6M +24% 14.1% 194% 47 38.3%
OC
6811
Oppenheimer & Close
New York
$148M +$17.5M +13% 23.6% 145% 60 21.67%
FPWM
6812
Five Pine Wealth Management
Idaho
$148M +$12.8M +9% 5.14% 42 4.76%
BRF
6813
B. Riley Financial
California
$148M +$58.9M +66% 112% 741% 46 65.22%
ECM
6814
Empirical Capital Management
Tennessee
$148M -$13.6M -8% 13.2% 15 26.67%
IWM
6815
IMG Wealth Management
Florida
$148M +$18.8M +15% 6.4% 567 17.46%
TCTWM
6816
Three Cord True Wealth Management
Pennsylvania
$148M +$13.8M +10% 7.28% 33 18.18%
AIA
6817
Affinity Investment Advisors
California
$148M +$15.6M +12% 13.2% 120% 142 7.75%
SMWM
6818
Silvia McColl Wealth Management
California
$148M +$10.1M +7% 9.35% 76.1% 118 2.54%
S
6819
Steadtrust
Texas
$148M +$20.4M +16% 22% 128 17.97%
AWM
6820
Allen Wealth Management
North Carolina
$148M +$4.54M +3% 6.07% 62 12.9%
SFG
6821
Somnio Financial Group
Connecticut
$147M +$7.75M +6% 4.91% 13 0%
HCM
6822
Helios Capital Management
Singapore
$147M +$17.5M +13% 7.54% 37 10.81%
NL
6823
NDWM LLC
California
$147M +$10.8M +8% 6.08% 34 8.82%
EP
6824
Elkhorn Partners
Nebraska
$147M +$9.8M +7% 9.88% 31.5% 40 15%
SM
6825
Soapstone Management
Maryland
$147M -$3.36M -2% 8.89% 51.5% 17 35.29%