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
PIP
4576
Peachtree Investment Partners
Florida
$196M -$23.1M -11% 113
SWM
4577
Sculati Wealth Management
Michigan
$196M -$3.05M -2% 107
SGA
4578
Siguler Guff Advisers
New York
$196M -$30.2M -13% 7
JF
4579
Joule Financial
Kentucky
$196M +$1.73M +0.9% 105
SCP
4580
Silverleafe Capital Partners
Tennessee
$196M +$34.5M +21% 62
MBFW
4581
Morton Brown Family Wealth
Pennsylvania
$196M +$8.31M +4% 182
CIM
4582
Corbyn Investment Management
Maryland
$196M -$10.8M -5% 65
CP
4583
Caligan Partners
New York
$196M +$31M +19% 14
SFP
4584
Sterling Financial Planning
New Jersey
$195M -$6.59M -3% 99
OIA
4585
Optimum Investment Advisors
Illinois
$195M -$8.93M -4% 733
SOCM
4586
SR One Capital Management
Pennsylvania
$195M -$36.8M -16% 6
KFA
4587
Kelleher Financial Advisors
New York
$195M +$21.6M +12% 117
GWM
4588
Gray Wealth Management
Maine
$195M -$3.76M -2% 139
BAMG
4589
Brand Asset Management Group
Missouri
$195M -$14.6M -7% 75
NFP
4590
Narus Financial Partners
Utah
$195M +$1.42M +0.7% 128
TAM
4591
Tealwood Asset Management
Minnesota
$195M -$11.2M -5% 133
CCC
4592
Chelsea Counsel Company
California
$194M -$8.76M -4% 166
JA
4593
JVL Associates
Michigan
$194M -$11.3M -5% 39
TA
4594
Teramo Advisors
Florida
$194M +$1.3M +0.7% 16
THWM
4595
Taylor Hoffman Wealth Management
Virginia
$194M -$6.03M -3% 112
DI
4596
DAGCO Inc
Ohio
$194M -$7.03M -3% 81
FWM
4597
Forza Wealth Management
Florida
$194M -$4.8M -2% 187
CSIA
4598
Conrad Siegel Investment Advisors
Pennsylvania
$194M +$64.8M +50% 28
LHCM
4599
Lloyd Harbor Capital Management
New York
$194M +$15.5M +9% 20
WA
4600
Wealthstream Advisors
New York
$194M +$2.98M +2% 113