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
PB
3726
Pinnacle Bancorp
Nebraska
$292M +$20M +7% 817
RMAM
3727
Raab & Moskowitz Asset Management
New Jersey
$292M +$18.4M +7% 166
SWM
3728
Shakespeare Wealth Management
Wisconsin
$292M +$10.6M +4% 80
SEM
3729
Strategic Equity Management
Arizona
$292M +$11.2M +4% 42
AR
3730
Apeiron RIA
Texas
$292M +$1.34M +0.5% 203
NI
3731
Noked Israel
Israel
$292M +$64.1M +28% 37
WWP
3732
Waypoint Wealth Partners
California
$292M +$11.7M +4% 72
WAS
3733
WESPAC Advisors SoCal
California
$292M +$2.16M +0.7% 88
HF
3734
Halpern Financial
Virginia
$292M +$13.9M +5% 268
OHWP
3735
Oak Harbor Wealth Partners
North Carolina
$292M +$16.8M +6% 236
PPW
3736
Presilium Private Wealth
Pennsylvania
$292M +$32.6M +13% 59
FWSM
3737
First Wilshire Securities Management
California
$292M -$1.47M -0.5% 89
ICM
3738
Irenic Capital Management
New York
$291M +$51M +21% 21
AEPLI
3739
AH Equity Partners LSV I
California
$291M +$11M +4% 3
EAM
3740
EdenTree Asset Management
United Kingdom
$291M 76
PWM
3741
PRW Wealth Management
Massachusetts
$291M +$35.5M +14% 128
BOS
3742
Bank of Stockton
California
$291M +$4.09M +1% 119
JCP
3743
Jennifer C. Price
$291M -$22.8M -7% 87
PC
3744
PhiloSmith Capital
Connecticut
$291M +$20.3M +7% 24
DC
3745
Defender Capital
North Carolina
$291M +$4.5M +2% 41
TSWM
3746
Triangle Securities Wealth Management
North Carolina
$291M +$11M +4% 187
CMP
3747
Coston McIsaac & Partners
Maine
$291M +$22M +8% 924
CWA
3748
Cornerstone Wealth Advisors
Minnesota
$290M +$15.2M +6% 45
TCCM
3749
Timber Creek Capital Management
Massachusetts
$290M +$10.1M +4% 149
CPA
3750
Cowen Prime Advisors
New York
$290M +$40.5M +16% 231