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
TWM
4726
Trinity Wealth Management
Pennsylvania
$76.4M -$23.2M -23% 26
KIG
4727
Kessler Investment Group
Indiana
$76.3M -$20.9M -22% 133
FCFC
4728
First Citizens Financial Corp
Iowa
$76.1M -$25.1M -25% 95
MLIM
4729
Mountain Lake Investment Management
Florida
$76.1M -$56.3M -43% 29
CRIG
4730
Charter Research & Investment Group
Connecticut
$75.9M -$22.4M -23% 79
BRC
4731
BHF RG Capital
Arizona
$75.6M -$20.8M -22% 25
AF
4732
Apexium Financial
Texas
$75.5M -$1.86M -2% 89
SWM
4733
Sanctuary Wealth Management
Idaho
$75.5M -$14.3M -16% 30
SFP
4734
Strategic Financial Planning
Texas
$75.5M -$27.4M -27% 29
SWM
4735
Strategic Wealth Management
Washington
$75.5M -$29.8M -28% 30
PCC
4736
Park Circle Company
Maryland
$75.5M -$72.7M -49% 99
GAM
4737
GVO Asset Management
Switzerland
$75.4M -$99.2M -57% 14
SH
4738
Svenska Handelsbanken
Sweden
$75.3M -$20.4M -21% 47
SNBOSD
4739
Security National Bank of So Dak
Iowa
$75.1M -$23.5M -24% 83
TWS
4740
Thomas W. Smith
$75.1M -$51M -40% 10
RCM
4741
Riverpark Capital Management
New York
$75.1M -$38.4M -34% 67
JFG
4742
Jefferies Financial Group
New York
$75.1M -$80.9M -52% 18
PA
4743
Paragon Advisors
Texas
$75M -$17.6M -19% 80
RHCA
4744
Rosenthal Henry Capital Advisors
Indiana
$75M -$31.7M -30% 74
SIC
4745
Samalin Investment Counsel
New York
$74.7M -$44.3M -37% 567
RF
4746
RHS Financial
California
$74.7M -$21M -22% 78
AWS
4747
Arkfeld Wealth Strategies
Nebraska
$74.6M -$13.1M -15% 62
DIS
4748
Diversified Investment Strategies
Louisiana
$74.6M -$26.1M -26% 38
MWC
4749
MKD Wealth Coaches
Michigan
$74.5M -$43M -37% 57
CWM
4750
Concentrum Wealth Management
California
$74.4M -$14.4M -16% 50