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
HWM
5176
HighMark Wealth Management
Minnesota
$136M -$202K -0.1% 541
BI
5177
Berkeley Inc
Idaho
$136M -$3.75M -3% 91
RF
5178
Robbins Farley
New Hampshire
$136M +$47M +53% 198
GIM
5179
Guardian Investment Management
California
$135M -$10.7M -7% 62
NPI
5180
New Perspectives Inc
Mississippi
$135M +$6.64M +5% 23
TCMP
5181
Thrive Capital Management (Pennsylvania)
Pennsylvania
$135M +$6.85M +5% 111
RRA
5182
Round Rock Advisors
Connecticut
$135M -$1.99M -1% 70
CIG
5183
Cairn Investment Group
Washington
$135M -$1.21M -0.9% 72
DIS
5184
Diversified Investment Strategies
Louisiana
$135M +$159K +0.1% 45
CG
5185
Corundum Group
Colorado
$135M -$17.6M -12% 105
IWMWV
5186
Ironwood Wealth Management (West Virginia)
West Virginia
$135M -$4.52M -3% 42
WMP
5187
Wealth Management Partners
Arizona
$135M -$8.74M -6% 123
AEPV
5188
AH Equity Partners V
California
$135M -$19M -12% 3
ABP
5189
Arthur B. Page
$135M -$5.7M -4% 60
AC
5190
Aristides Capital
Kentucky
$135M +$4.21M +3% 179
OH
5191
Oikos Holdings
New York
$134M +$40.8M +44% 4
HC
5192
Hatton Consulting
Arizona
$134M +$6.86M +5% 50
BAM
5193
Beaumont Asset Management
Texas
$134M +$4.53M +3% 70
BCA
5194
Boundary Creek Advisors
New York
$134M +$75.8M +130% 24
NOI
5195
Newton One Investments
Delaware
$134M +$8.13M +6% 133
CM
5196
CM Management
Florida
$134M -$4.28M -3% 98
MSA
5197
Mason Street Advisors
Wisconsin
$134M +$22.9M +21% 9
SAM
5198
Satovsky Asset Management
New York
$134M +$2.99M +2% 30
MWM
5199
Moulton Wealth Management
Washington
$134M -$3.01M -2% 44
PWA
5200
Phoenix Wealth Advisors
North Carolina
$134M -$4.68M -3% 399