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
SWM
3851
Shakespeare Wealth Management
Wisconsin
$130M +$123K +0.1% 45
TI
3852
Tidal Investments
Wisconsin
$130M 92
PIA
3853
Peachtree Investment Advisors
Georgia
$130M -$16.9M -12% 81
AB
3854
Atlas Brown
Kentucky
$130M -$33.2M -20% 149
WPA
3855
West Paces Advisors
Georgia
$130M -$9.29M -7% 487
SPL
3856
Smart Portfolios LLC
Washington
$130M -$32.1M -20% 226
DC
3857
Diametric Capital
Massachusetts
$130M +$14.5M +13% 140
AIA
3858
AIMZ Investment Advisors
California
$130M -$25.9M -17% 105
OCA
3859
Otter Creek Advisors
Florida
$129M -$45.2M -26% 88
FLA
3860
Financial Life Advisors
Texas
$129M -$7.2M -5% 49
LA
3861
LexAurum Advisors
Kansas
$129M -$13.4M -9% 176
ATC
3862
Adirondack Trust Company
New York
$129M -$19.1M -13% 376
PCM
3863
Perkins Capital Management
Minnesota
$129M -$37.6M -23% 142
NL
3864
NKCFO LLC
Illinois
$129M 86
MAG
3865
Mokosak Advisory Group
Iowa
$129M -$15.3M -11% 24
SWMG
3866
Signature Wealth Management Group
Georgia
$129M -$5.88M -4% 337
LBC
3867
Lawrence B. Cohen
$129M -$18.4M -13% 68
TRAM
3868
Tuscan Ridge Asset Management
Illinois
$129M 215
CAGAS
3869
Capital Advisory Group Advisory Services
Minnesota
$129M -$21.1M -14% 438
EIG
3870
Ellenbecker Investment Group
Wisconsin
$129M -$6.82M -5% 53
MA
3871
Menlo Advisors
California
$129M -$19.4M -13% 43
VDFA
3872
Vickerman & Driscoll Financial Advisors
Washington
$129M -$14.7M -10% 113
TCCM
3873
Timber Creek Capital Management
Massachusetts
$128M -$26.6M -17% 129
IF
3874
IRON Financial
Illinois
$128M -$20.5M -14% 93
FCCM
3875
First City Capital Management
Georgia
$128M -$22.1M -15% 149