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
PHAM
4976
Palisades Hudson Asset Management
Florida
$237M +$281K +0.1% 108
DIP
4977
Davis Investment Partners
North Carolina
$237M -$1.49M -0.6% 133
GIM
4978
Gold Investment Management
Alberta, Canada
$237M -$1.75M -0.7% 215
BC
4979
Barrett & Company
Rhode Island
$237M +$6.21M +3% 625
PIP
4980
Palisades Investment Partners
California
$237M +$7.26M +3% 46
UBG
4981
United Bank (Georgia)
Georgia
$237M +$19.9M +9% 112
EWP
4982
Elevation Wealth Partners
California
$237M +$3.71M +2% 535
IFPG
4983
Intrepid Financial Planning Group
Indiana
$237M +$3.16M +1% 132
GGI
4984
GPM Growth Investors
Michigan
$237M -$3.69M -2% 46
BA
4985
BIP Alliance
Georgia
$236M 48
KLP
4986
Kent Lake PR
Puerto Rico
$236M -$15.4M -6% 61
SCM
4987
Stonehill Capital Management
New York
$236M +$69.5M +42% 12
PCR
4988
Potrero Capital Research
California
$236M -$61.4M -21% 38
2L
4989
25 LLC
Missouri
$236M +$5.84M +3% 59
HC
4990
Hillman Company
Pennsylvania
$236M +$6.8M +3% 14
SW
4991
StrongBox Wealth
Missouri
$236M +$2.82M +1% 95
LAM
4992
Lountzis Asset Management
Pennsylvania
$236M -$4.37M -2% 49
1NWS
4993
1 North Wealth Services
Maryland
$236M 59
TPW
4994
Tiller Private Wealth
Pennsylvania
$236M -$5.31M -2% 59
TPWA
4995
Twin Peaks Wealth Advisors
California
$236M +$18.8M +9% 146
GCM
4996
Goldstream Capital Management
Hong Kong
$236M +$14.5M +7% 48
VWM
4997
VCI Wealth Management
Missouri
$236M +$11M +5% 110
AWP
4998
Accretive Wealth Partners
New Jersey
$236M -$3.5M -1% 134
BBWP
4999
Beacon Bridge Wealth Partners
Pennsylvania
$235M +$2.72M +1% 94
HFF
5000
Halter Ferguson Financial
Indiana
$235M +$58.5M +33% 35