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
ACM
4626
Aljian Capital Management
Nevada
$173M -$8.68M -5% 54
ZIMP
4627
Zimmermann Investment Management & Planning
Pennsylvania
$173M +$12.7M +8% 101
HFRG
4628
Houlihan Financial Resource Group
Virginia
$173M +$9.06M +6% 89
TW
4629
Towerpoint Wealth
California
$173M +$7.43M +4% 90
NFSG
4630
Newbridge Financial Services Group
Florida
$173M +$3.12M +2% 1,547
NIM
4631
Nicollet Investment Management
Minnesota
$173M -$9.66M -5% 60
NFP
4632
Narus Financial Partners
Utah
$173M +$15M +10% 124
PLU
4633
Performa Ltd (US)
South Carolina
$173M +$23.4M +16% 84
YAL
4634
Your Advocates Ltd
Texas
$173M +$6.26M +4% 230
KLCM
4635
KG&L Capital Management
Louisiana
$173M -$4.09M -2% 143
BA
4636
Bennicas & Associates
California
$173M +$16.2M +10% 104
VBFP
4637
Valtinson Bruner Financial Planning
Minnesota
$173M +$10.9M +7% 122
SWM
4638
Scissortail Wealth Management
Oklahoma
$173M -$19.9M -10% 174
BFS
4639
Burrus Financial Services
Utah
$173M +$10.2M +6% 10
LCM
4640
LRT Capital Management
Texas
$173M +$26M +18% 70
GWM
4641
Gray Wealth Management
Maine
$173M +$15.9M +10% 123
KIM
4642
Kestrel Investment Management
California
$172M +$14.7M +9% 42
CWA
4643
Clarity Wealth Advisors
California
$172M +$6.43M +4% 65
MRI
4644
Mad River Investors
Massachusetts
$172M +$35.1M +26% 27
BIA
4645
Bigelow Investment Advisors
Maine
$172M +$4.75M +3% 151
PIA
4646
Powell Investment Advisors
Florida
$172M +$19.8M +13% 147
GWSA
4647
Global Wealth Strategies & Associates
Colorado
$172M 368
WWM
4648
WJ Wealth Management
Arizona
$172M +$12.8M +8% 60
NIA
4649
NIA Impact Advisors
California
$172M +$10M +6% 65
SFS
4650
Searcy Financial Services
Kansas
$172M +$14.2M +9% 20