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
PWMG
5176
Pioneer Wealth Management Group
Texas
$210M +$21.4M +11% 42
TC
5177
Tejara Capital
United Kingdom
$210M -$65.1M -24% 78
BP
5178
BCK Partners
New York
$210M +$16.1M +8% 30
FFC
5179
First Financial Corp
Indiana
$210M +$13.2M +7% 471
MWP
5180
Meredith Wealth Planning
Illinois
$210M +$18.7M +10% 49
KPWG
5181
KFA Private Wealth Group
Virginia
$210M +$16.3M +8% 83
NL
5182
NKCFO LLC
Illinois
$209M +$26.1M +14% 114
SCP
5183
Stevens Capital Partners
Nebraska
$209M +$15.6M +8% 62
MFG
5184
Mendota Financial Group
Wisconsin
$209M +$22.8M +12% 1,220
AIM
5185
Astor Investment Management
Illinois
$209M -$8.22M -4% 35
FOA
5186
Five Oceans Advisors
California
$209M +$18.1M +10% 206
LC
5187
Lavaca Capital
Texas
$209M +$25.7M +14% 108
RA
5188
Rise Advisors
New York
$209M +$20M +11% 1,262
SC
5189
Summa Corp
Texas
$209M +$2.32M +1% 67
SCM
5190
Sage Capital Management
New Jersey
$208M +$18.1M +10% 171
NCM
5191
NCM Capital Management
New Jersey
$208M +$17.7M +9% 172
MA
5192
MBA Advisors
Pennsylvania
$208M +$12.8M +7% 133
MS
5193
Marshall & Sullivan
Washington
$208M +$8.05M +4% 41
WA
5194
Wilshire Advisors
California
$208M +$8.75M +4% 11
TAM
5195
Tabor Asset Management
New York
$208M +$21.7M +12% 53
HFP
5196
Holistic Financial Partners
Indiana
$208M +$8.49M +4% 133
BWM
5197
Baron Wealth Management
Michigan
$208M +$14.8M +8% 218
FF
5198
Fluent Financial
Texas
$208M +$9.55M +5% 77
IRM
5199
Income Research & Management
Massachusetts
$208M +$34.3M +20% 23
ANHIM
5200
Alan N. Hoffman Investment Management
Massachusetts
$208M +$4.96M +2% 14