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
PWS
4901
Peterson Wealth Services
Utah
$141M +$2.31M +2% 88
BMWM
4902
Brown Miller Wealth Management
Virginia
$141M -$5.99M -4% 126
DLHL
4903
Donald L. Hagan LLC
Florida
$141M -$16M -10% 95
IPW
4904
Intergy Private Wealth
Colorado
$141M +$14.1M +11% 71
JIM
4905
JCP Investment Management
Texas
$141M -$245K -0.2% 19
CFP
4906
Cypress Financial Planning
New Jersey
$141M -$5.01M -3% 54
LIM
4907
Lagoda Investment Management
New York
$141M -$10.3M -7% 39
RIM
4908
Reliant Investment Management
Tennessee
$141M -$1.84M -1% 56
BBW
4909
Blue Barn Wealth
Utah
$141M +$10M +8% 124
KGAMU
4910
KPS Global Asset Management (UK)
United Kingdom
$140M -$33.7M -19% 5
NOI
4911
Newton One Investments
Delaware
$140M +$5.97M +4% 127
CWA
4912
CJM Wealth Advisers
Virginia
$140M -$3.45M -2% 56
TAA
4913
Turiya Advisors Asia
Hong Kong
$140M +$62.8M +81% 2
AFM
4914
Abbot Financial Management
Massachusetts
$140M -$25M -15% 125
NEPPG
4915
New England Professional Planning Group
Rhode Island
$140M -$3.94M -3% 40
WAM
4916
WFA Asset Management
Wisconsin
$140M -$2.41M -2% 246
BFA
4917
Beacon Financial Advisory
Ohio
$140M -$35.6M -20% 224
JAM
4918
JLP Asset Management
New York
$140M -$11M -7% 22
CWA
4919
Clarus Wealth Advisors
Arizona
$140M -$1.89M -1% 120
DWMG
4920
DB Wealth Management Group
California
$140M -$6.6M -4% 296
FA
4921
Fortis Advisors
Pennsylvania
$140M -$10.8M -7% 302
SC
4922
Seldon Capital
California
$140M -$32.9M -19% 290
G
4923
Greycroft
New York
$140M -$30.4M -18% 6
SC
4924
Scholtz & Company
Connecticut
$140M -$22.6M -14% 58
JCI
4925
Jet Capital Investors
New York
$140M +$4.36M +3% 24