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
PD
5201
Planning Directions
Pennsylvania
$137M +$531K +0.4% 74
IIM
5202
InTrack Investment Management
Vermont
$137M +$9.76M +8% 130
RBC
5203
Rye Brook Capital
Connecticut
$137M +$20M +17% 32
PP
5204
Pacifica Partners
Canada
$137M +$5.55M +4% 510
SPFA
5205
Summit Place Financial Advisors
New Jersey
$137M +$1.17M +0.9% 110
RF
5206
RHS Financial
California
$137M +$3.39M +3% 88
CWM
5207
Chicago Wealth Management
Illinois
$137M -$1.88M -1% 47
CCM
5208
Chiron Capital Management
Florida
$137M +$17.1M +14% 103
EA
5209
Eclectic Associates
California
$137M +$3.9M +3% 68
GFI
5210
Global Frontier Investments
South Carolina
$137M +$4.65M +4% 19
FFA
5211
Freedman Financial Associates
Massachusetts
$137M +$4.16M +3% 564
BOM
5212
Bank of Marin
California
$137M +$85K +0.1% 125
RDFA
5213
Ritter Daniher Financial Advisory
Ohio
$137M +$2.31M +2% 218
DI
5214
Dalton Investments
Nevada
$137M -$44.9M -25% 27
SFP
5215
Strategic Financial Planning
Texas
$137M -$1.96M -1% 32
RFMS
5216
RWQ Financial Management Services
Florida
$136M +$3.34M +3% 27
ACM
5217
Altai Capital Management
California
$136M +$13.3M +11% 14
SC
5218
Samjo Capital
New York
$136M -$11.5M -8% 20
BA
5219
Ballew Advisors
Mississippi
$136M -$8M -6% 132
PP
5220
Patron Partners
Texas
$136M +$3.13M +2% 185
LFGH
5221
Lee Financial Group Hawaii
Hawaii
$136M -$2.77M -2% 37
HWM
5222
HighMark Wealth Management
Minnesota
$136M -$202K -0.1% 541
BI
5223
Berkeley Inc
Idaho
$136M -$3.75M -3% 91
RF
5224
Robbins Farley
New Hampshire
$136M +$47M +53% 198
GIM
5225
Guardian Investment Management
California
$135M -$10.7M -7% 62