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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
PWM
7651
Pinnacle Wealth Management
California
$88.8M -$1.08M -1% 3.67% 194% 77 74.03%
WIM
7652
Waycross Investment Management
Washington
$88.7M -$6.34M -7% 0.39% 47.6% 42 9.52%
BAM
7653
BTS Asset Management
Massachusetts
$88.6M -$11.5M -12% 0.77% 8.8% 55 69.09%
ACMC
7654
AyurMaya Capital Management Company
New Hampshire
$88.4M -$24.6M -22% 21.7% 32.2% 2 0%
OFP
7655
OFC Financial Planning
New Jersey
$88.4M -$6.44M -7% 4.06% 55 9.09%
MWC
7656
MKD Wealth Coaches
Michigan
$88.4M -$10.4M -11% 3.83% 30 20%
CPM
7657
Corre Partners Management
New York
$88.3M -$16.3M -16% 11.1% 109% 4 0%
FFG
7658
First Financial Group
North Carolina
$88.3M -$2.11M -2% 2.49% 71 14.08%
RLH
7659
RD Lewis Holdings
Florida
$88.3M -$2.62M -3% 0.37% 90 8.89%
LRWM
7660
Lord & Richards Wealth Management
Colorado
$88.2M +$40.8M +86% 0.79% 179 64.8%
MWVC
7661
Morgens Waterfall Vintiadis & Co
New York
$88.2M -$42.7M -33% 2.4% 594% 26 50%
HFA
7662
Harbert Fund Advisors
Alabama
$88.2M -$104M -54% 4.38% 70.8% 110 60.91%
CWM
7663
ClientFirst Wealth Management
Arkansas
$88.2M -$10.6M -11% 10.4% 47 2.13%
PWM
7664
Partners Wealth Management
California
$88.2M +$291K +0.3% 0.39% 120 10%
GDCM
7665
Galaxy Digital Capital Management
New York
$88.2M -$85.7M -49% 24.7% 56 58.93%
CCC
7666
Cable Car Capital
California
$88.1M -$2.45B -97% 2.88% 116 71.55%
LG
7667
Lane Generational
Massachusetts
$88.1M -$14.3M -14% 9.17% 148% 39 33.33%
BSTWA
7668
Blake Schutter Theil Wealth Advisors
Ohio
$88M -$6.68M -7% 0.41% 119 10.08%
KPWM
7669
KDK Private Wealth Management
Texas
$87.8M -$8.56M -9% 0.7% 56 8.93%
GWM
7670
GK Wealth Management
Nevada
$87.8M +$8.76M +11% 2.14% 167 39.52%
BOTPPF
7671
Board of the Pension Protection Fund
United Kingdom
$87.6M +$1.01M +1% 0.33% 180 46.67%
FCMV
7672
Foresite Capital Management V
California
$87.6M -$32.6M -27% 16.1% 401% 7 28.57%
IDP
7673
In-Depth Partners
Florida
$87.1M -$7.25M -8% 9.6% 157% 13 0%
PCOTEOTHU
7674
Provident Company of the Employees of the Hebrew University
Israel
$87.1M +$1.28M +1% 1.5% 36 30.56%
KP
7675
Kitching Partners
Pennsylvania
$86.9M +$8.75M +11% 1.52% 39 28.21%