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
GWM
4826
Gitterman Wealth Management
New Jersey
$239M -$471K -0.2% 160
DIM
4827
DLK Investment Management
California
$239M -$21.8M -8% 118
CCMI
4828
Creative Capital Management Investments
California
$239M -$60.2K -0% 293
TF
4829
Theory Financial
Colorado
$239M +$12.2M +5% 77
WKSWA
4830
White Knight Strategic Wealth Advisors
New Jersey
$239M +$129M +117% 111
ODFS
4831
O'Donnell Financial Services
California
$239M -$7.18M -3% 44
SI
4832
Shaker Investments
Ohio
$239M -$1.15M -0.5% 102
FCM
4833
Forager Capital Management
Alabama
$239M -$15.5M -6% 14
KPWG
4834
KFA Private Wealth Group
Virginia
$239M +$29.3M +14% 92
IWP
4835
Invenio Wealth Partners
Florida
$239M +$7.61M +3% 105
TSS
4836
Thomas Story & Son
Indiana
$239M -$6.47M -3% 53
HA
4837
Hanover Advisors
South Carolina
$238M +$202K +0.1% 97
EC
4838
EntryPoint Capital
New York
$238M +$62.2M +35% 1,009
MC
4839
Machina Capital
France
$238M -$13.8M -5% 376
SEM
4840
Strategic Equity Management
Arizona
$237M +$26.5M +13% 59
EML
4841
Eos Management LP
New York
$237M -$48.5M -17% 45
PHAM
4842
Palisades Hudson Asset Management
Florida
$237M +$281K +0.1% 108
DIP
4843
Davis Investment Partners
North Carolina
$237M -$1.49M -0.6% 133
GIM
4844
Gold Investment Management
Alberta, Canada
$237M -$1.75M -0.7% 215
BC
4845
Barrett & Company
Rhode Island
$237M +$6.21M +3% 625
PIP
4846
Palisades Investment Partners
California
$237M +$7.26M +3% 46
UBG
4847
United Bank (Georgia)
Georgia
$237M +$19.9M +9% 112
EWP
4848
Elevation Wealth Partners
California
$237M +$3.71M +2% 535
IFPG
4849
Intrepid Financial Planning Group
Indiana
$237M +$3.16M +1% 132
GGI
4850
GPM Growth Investors
Michigan
$237M -$3.69M -2% 46