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
GI
5251
GS Investments
Minnesota
$226M +$13.5M +6% 122
TW
5252
Towerpoint Wealth
California
$226M +$23.9M +12% 93
PCM
5253
Peirce Capital Management
Texas
$226M +$23.4M +12% 46
HP
5254
Haven Private
Florida
$226M +$48.7M +28% 193
SC
5255
Schulhoff & Co
Ohio
$225M -$496K -0.2% 135
BKA
5256
Brick & Kyle Associates
Pennsylvania
$225M +$7.46M +3% 63
LP
5257
LGL Partners
Pennsylvania
$225M +$18M +9% 59
PBC
5258
Pavion Blue Capital
California
$225M +$15.4M +7% 106
BWM
5259
Benchmark Wealth Management
Connecticut
$225M +$18.3M +9% 73
AWM
5260
Avaii Wealth Management
Wisconsin
$225M +$37.8M +20% 142
MC
5261
Metavasi Capital
New York
$225M +$67.5M +43% 37
FI
5262
FIDELIS iM
Oregon
$225M +$8.92M +4% 24
AA
5263
AJ Advisors
Tennessee
$225M +$29.4M +15% 38
CPW
5264
Catalyst Private Wealth
California
$225M +$19.5M +9% 85
TAM
5265
Tealwood Asset Management
Minnesota
$225M +$8.71M +4% 137
EF
5266
Exeter Financial
Arizona
$225M +$1.75M +0.8% 93
BWA
5267
BlueChip Wealth Advisors
Georgia
$225M +$21M +10% 171
CCA
5268
Cora Capital Advisors
New Jersey
$225M +$16M +8% 116
SFG
5269
Socha Financial Group
New York
$225M +$20M +10% 26
RPCONE
5270
Retirement Planning Company of New England
Rhode Island
$225M +$23.7M +12% 242
NS
5271
Night Squared
New York
$224M +$55.3M +33% 73
IAM
5272
Infusive Asset Management
New York
$224M +$8.83M +4% 43
ACM
5273
Accent Capital Management
Ohio
$224M +$51.2M +30% 433
MWM
5274
McNaughton Wealth Management
California
$224M +$18.2M +9% 78
BC
5275
Bowman & Company
Wisconsin
$224M +$20.5M +10% 117