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
MI
5226
Merk Investments
California
$132M -$21M -14% 17
PWM
5227
Provident Wealth Management
Tennessee
$132M +$12.9M +11% 78
M1FG
5228
Mach-1 Financial Group
Arkansas
$132M +$4.75M +4% 149
AWM
5229
AAF Wealth Management
Massachusetts
$132M +$2.04M +2% 25
XI
5230
XXEC Inc
Oklahoma
$131M -$19.9M -13% 28
BG
5231
Benedetti & Gucer
Georgia
$131M +$20.1M +18% 98
MIM
5232
Merrion Investment Management
New Jersey
$131M -$543K -0.4% 98
EFEM
5233
Eos Focused Equity Management
New York
$131M +$14.2M +12% 33
KCA
5234
Karn Couzens & Associates
Connecticut
$131M +$2.41M +2% 75
FIG
5235
Freed Investment Group
Massachusetts
$131M +$2.32M +2% 16
EL
5236
EQ LLC
Washington
$131M +$104K +0.1% 50
DTC
5237
Davidson Trust Company
Washington
$131M +$2.69M +2% 124
MAM
5238
MMA Asset Management
Pennsylvania
$131M -$865K -0.7% 97
AIM
5239
Alhambra Investment Management
Florida
$131M -$2.32M -2% 151
LF
5240
LifeSteps Financial
California
$131M +$507K +0.4% 84
SNBOSD
5241
Security National Bank of So Dak
Iowa
$131M -$71K -0.1% 122
CIA
5242
Cohen Investment Advisors
New Hampshire
$130M +$1.81M +1% 80
CWP
5243
Corepath Wealth Partners
Arizona
$130M +$1.04M +0.8% 40
EM
5244
ELCO Management
New York
$130M -$4.69M -3% 142
CAM
5245
Caprin Asset Management
Virginia
$130M -$2.76M -2% 18
HCCM
5246
Hudson Canyon Capital Management
New York
$130M -$3.64M -3% 60
ICM
5247
Islay Capital Management
Texas
$130M +$6.33M +5% 324
WEPOG
5248
Wealth Enhancement & Preservation of GA
Georgia
$130M -$5.96M -4% 59
CFSG
5249
Clark Financial Services Group
Missouri
$130M +$2.38M +2% 67
SNBOSCI
5250
Security National Bank of Sioux City Iowa
Iowa
$130M +$2.61M +2% 119