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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
GBFP
7376
Golden Bell Financial Planning
Georgia
$115M +$8.9M +8% 4.32% 36 8.33%
MMRF
7377
Michelson Medical Research Foundation
California
$115M +$10.8M +10% 11.7% 37.3% 21 9.52%
SFP
7378
Sherwood Financial Partners
California
$115M +$5.51M +5% 5.27% 9 11.11%
PAM
7379
Parvin Asset Management
South Dakota
$115M +$15M +15% 21.1% 303 9.57%
BW
7380
Blalock Williams
Alabama
$114M +$14.1M +14% 8.28% 143 20.98%
NDWM
7381
New Dimensions Wealth Management
Texas
$114M +$4.66M +4% 5.07% 20 5%
MHIP
7382
Mountain Hill Investment Partners
New Jersey
$114M -$5M -4% 2.89% 234 30.34%
BAM
7383
Broyhill Asset Management
North Carolina
$114M +$4.05M +4% 1.24% 85 14.12%
EP
7384
Ehrenkranz Partners
New York
$114M 7.9% 32
MWM
7385
MY Wealth Management
Maryland
$114M +$9.66M +9% 4.62% 25.2% 34 8.82%
MWML
7386
M Wealth Management LLC
California
$114M +$5.43M +5% 5.43% 50 10%
BCVI
7387
Bain Capital Venture Investors
Massachusetts
$114M -$10.1M -8% 8.11% 82.1% 2 0%
IG
7388
IFS Group
Pennsylvania
$114M 7.35% 145
FC
7389
Fjell Capital
North Dakota
$114M +$5.7M +5% 6.84% 58 8.62%
PCM
7390
Perkins Capital Management
Minnesota
$113M +$14M +14% 23.4% 303% 88 11.36%
SGM
7391
Sellaronda Global Management
New York
$113M -$834K -0.7% 0.49% 11 54.55%
PRTG
7392
Post Resch Tallon Group
New York
$113M +$9.22M +9% 6.67% 111 11.71%
CAM
7393
Chesapeake Asset Management
New York
$113M +$1.85M +2% 7.64% 137% 345 13.33%
WAG
7394
Windsor Advisory Group
Ohio
$113M +$42.5M +60% 0.08% 43.2% 85 41.18%
RIG
7395
Ramiah Investment Group
Wisconsin
$113M +$20M +22% 6.01% 46.3% 61 6.56%
HPM
7396
Hudson Portfolio Management
New York
$113M +$5.9M +6% 9.13% 117 10.26%
AWA
7397
Archvest Wealth Advisors
California
$113M -$1.84M -2% 7.08% 47.8% 68 22.06%
G
7398
Greycroft
New York
$113M -$25M -18% 17.3% 1.03% 13 7.69%
NA
7399
Nestegg Advisors
New York
$113M +$8.79M +8% 7.62% 52 17.31%
SI
7400
Severin Investments
Missouri
$112M +$5.83M +5% 8.36% 202 29.7%