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
IA
3726
IAM Advisory
Pennsylvania
$293M +$3.68M +1% 104
4WM
3727
44 Wealth Management
Oregon
$293M -$2.42M -0.8% 179
PWM
3728
Paulson Wealth Management
Illinois
$293M +$67.9M +30% 130
MCM
3729
Morton Capital Management
California
$293M +$10.2M +4% 96
CRWM
3730
Castle Rock Wealth Management
California
$293M +$12.8M +5% 223
PB
3731
Pinnacle Bancorp
Nebraska
$292M +$20M +7% 817
RMAM
3732
Raab & Moskowitz Asset Management
New Jersey
$292M +$18.4M +7% 166
SWM
3733
Shakespeare Wealth Management
Wisconsin
$292M +$10.6M +4% 80
SEM
3734
Strategic Equity Management
Arizona
$292M +$11.2M +4% 42
AR
3735
Apeiron RIA
Texas
$292M +$1.34M +0.5% 203
NI
3736
Noked Israel
Israel
$292M +$64.1M +28% 37
WWP
3737
Waypoint Wealth Partners
California
$292M +$11.7M +4% 72
WAS
3738
WESPAC Advisors SoCal
California
$292M +$2.16M +0.7% 88
HF
3739
Halpern Financial
Virginia
$292M +$13.9M +5% 268
OHWP
3740
Oak Harbor Wealth Partners
North Carolina
$292M +$16.8M +6% 236
PPW
3741
Presilium Private Wealth
Pennsylvania
$292M +$32.6M +13% 59
FWSM
3742
First Wilshire Securities Management
California
$292M -$1.47M -0.5% 89
ICM
3743
Irenic Capital Management
New York
$291M +$51M +21% 21
AEPLI
3744
AH Equity Partners LSV I
California
$291M +$11M +4% 3
EAM
3745
EdenTree Asset Management
United Kingdom
$291M 76
PWM
3746
PRW Wealth Management
Massachusetts
$291M +$35.5M +14% 128
BOS
3747
Bank of Stockton
California
$291M +$4.09M +1% 119
JCP
3748
Jennifer C. Price
$291M -$22.8M -7% 87
PC
3749
PhiloSmith Capital
Connecticut
$291M +$20.3M +7% 24
DC
3750
Defender Capital
North Carolina
$291M +$4.5M +2% 41