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
DI
5176
DRH Investments
California
$130M +$11.1M +9% 18
D
5177
Diversified
Delaware
$130M +$12.5M +11% 356
SFMG
5178
Sage Financial Management Group
Virginia
$130M +$2.39M +2% 124
WEPOG
5179
Wealth Enhancement & Preservation of GA
Georgia
$130M +$14M +12% 59
IDBONY
5180
Israel Discount Bank of New York
New York
$130M -$7.54M -5% 83
TCM
5181
Trybe Capital Management
Connecticut
$129M -$6.29M -5% 15
TFA
5182
Trinity Financial Advisors
Ohio
$129M +$19M +17% 61
TC
5183
Tatro Capital
Kentucky
$129M +$21.8M +20% 109
SIAG
5184
Signet Investment Advisory Group
Rhode Island
$129M +$2.38M +2% 217
WDG
5185
Wealth Dimensions Group
Ohio
$129M +$13M +11% 121
GPA
5186
Garrison Point Advisors
California
$129M +$4.5M +4% 142
BFM
5187
Broadview Financial Management
Wisconsin
$129M -$1.68M -1% 46
MPPW
5188
Mitchell & Pahl Private Wealth
Oklahoma
$129M +$10.8M +9% 152
BRG
5189
Bay Rivers Group
Virginia
$129M +$9.25M +8% 75
BSI
5190
Bennett Selby Investments
Maine
$129M +$11.1M +9% 53
DIS
5191
Diversified Investment Strategies
Louisiana
$129M +$699K +0.5% 43
JP
5192
JNE Partners
United Kingdom
$129M +$47.1M +58% 9
PWA
5193
Phoenix Wealth Advisors
North Carolina
$129M -$3.09M -2% 370
JC
5194
Jentner Corp
Ohio
$128M +$26.6M +26% 30
TP
5195
Truvvo Partners
New York
$128M -$13.4M -9% 25
NIMC
5196
Nierenberg Investment Management Company
Washington
$128M +$20.2M +19% 38
PS
5197
Planned Solutions
California
$128M +$3.2M +3% 467
WWM
5198
Wolff Wiese Magana
California
$128M +$9.47M +8% 786
CG
5199
Corundum Group
Colorado
$128M +$7.94M +7% 95
OPOWM
5200
One Plus One Wealth Management
Florida
$128M 95