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
PIC
4226
Portland Investment Counsel
Ontario, Canada
$199M +$9.78M +5% 37
ONPI
4227
Owls Nest Partners IA
Pennsylvania
$199M -$24.7M -11% 15
PBPIA
4228
Pivotal bioVenture Partners Investment Advisor
California
$199M -$12.8M -6% 11
DC
4229
DeDora Capital
California
$198M -$48.9M -20% 415
2C
4230
272 Capital
Texas
$198M +$4.91M +3% 88
RRC
4231
Relaxing Retirement Coach
Massachusetts
$198M +$3.36M +2% 60
AIM
4232
AMI Investment Management
Indiana
$198M -$29.6M -13% 74
RFN
4233
RDA Financial Network
Iowa
$198M -$38.7M -16% 243
QWM
4234
Quaker Wealth Management
New Jersey
$198M -$32.3M -14% 54
LC
4235
Lavaca Capital
Texas
$198M -$35.5M -15% 134
WC
4236
Wynnefield Capital
New York
$198M -$64.1M -24% 22
FFL
4237
Flat Footed LLC
Wyoming
$198M +$43M +28% 43
IA
4238
IFG Advisors
Missouri
$198M -$28.6M -13% 107
BO
4239
Bank OZK
Arkansas
$198M -$35.7M -15% 126
MA
4240
Modus Advisors
Minnesota
$198M -$30.5M -13% 101
AMIM
4241
Aull & Monroe Investment Management
Alabama
$198M -$24.3M -11% 135
NCM
4242
Neumann Capital Management
California
$197M -$38M -16% 87
PCA
4243
Prospect Capital Advisors
California
$197M -$17.9M -8% 31
FFA
4244
Founders Financial Alliance
North Carolina
$197M -$27.8M -12% 550
BWM
4245
BCGM Wealth Management
Indiana
$197M +$13.2M +7% 112
BBNB
4246
Baker Boyer National Bank
Washington
$197M -$10.6M -5% 85
WIC
4247
WealthBridge Investment Counsel
Alberta, Canada
$197M -$29.4M -13% 40
SCM
4248
Snowhook Capital Management
New York
$197M -$90.7M -32% 12
SC
4249
Sawyer & Company
Massachusetts
$197M -$25.3M -11% 180
GWM
4250
Grand Wealth Management
Michigan
$197M -$17.2M -8% 62