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
PWMG
4826
Private Wealth Management Group
New Jersey
$204M 1,518
MAM
4827
MPM Asset Management
Massachusetts
$204M +$16.8M +9% 7
PFT
4828
Providence First Trust
Arizona
$203M +$24.3M +14% 98
SCM
4829
Stonehearth Capital Management
Massachusetts
$203M +$20.2M +11% 82
RC
4830
Renaissance Capital
Connecticut
$203M +$15.1M +8% 74
SC
4831
Steph & Co
Wisconsin
$203M +$24.3M +14% 299
PP
4832
Pacifica Partners
Canada
$203M +$19.5M +11% 579
LWMNY
4833
Landmark Wealth Management (New York)
New York
$203M +$27.2M +15% 76
IP
4834
Investment Partners
Ohio
$203M +$13.1M +7% 136
SI
4835
SimpliFi Inc
California
$203M +$81.6K +0% 33
SAMT
4836
Select Asset Management & Trust
Pennsylvania
$203M +$30.8M +18% 70
HGIM
4837
High Ground Investment Management
United Kingdom
$203M +$52.8M +35% 9
OGF
4838
Orin Green Financial
California
$203M +$22.6M +13% 80
SHFP
4839
Second Half Financial Partners
Florida
$203M +$1.89M +0.9% 54
AMIM
4840
Aull & Monroe Investment Management
Alabama
$203M +$11M +6% 132
WU
4841
Washington University
Missouri
$203M -$75.3M -27% 11
FA
4842
Forefront Analytics
Pennsylvania
$203M +$26.2M +15% 71
RHI
4843
Richmond Hill Investments
New York
$202M +$10.7M +6% 4
SWM
4844
Soundmark Wealth Management
Washington
$202M +$22.4M +12% 65
LFA
4845
Level Financial Advisors
New York
$202M +$23.4M +13% 293
PBRA
4846
Pine Brook Road Advisors
New York
$202M 3
PP
4847
Praetorian PR
Puerto Rico
$202M +$6.02M +3% 28
LWA
4848
Lowe Wealth Advisors
Maryland
$202M +$14.1M +7% 323
SC
4849
Scholtz & Company
Connecticut
$202M +$50.4M +33% 75
BWCS
4850
Beirne Wealth Consulting Services
Connecticut
$202M +$76.5M +61% 159