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
MMM
5276
Mendel Money Management
Illinois
$226M +$14.7M +7% 145
GI
5277
GS Investments
Minnesota
$226M +$13.5M +6% 122
TW
5278
Towerpoint Wealth
California
$226M +$23.9M +12% 93
PCM
5279
Peirce Capital Management
Texas
$226M +$23.4M +12% 46
HP
5280
Haven Private
Florida
$226M +$48.7M +28% 193
SC
5281
Schulhoff & Co
Ohio
$225M -$496K -0.2% 135
BKA
5282
Brick & Kyle Associates
Pennsylvania
$225M +$7.46M +3% 63
LP
5283
LGL Partners
Pennsylvania
$225M +$18M +9% 59
PBC
5284
Pavion Blue Capital
California
$225M +$15.4M +7% 106
BWM
5285
Benchmark Wealth Management
Connecticut
$225M +$18.3M +9% 73
AWM
5286
Avaii Wealth Management
Wisconsin
$225M +$37.8M +20% 142
MC
5287
Metavasi Capital
New York
$225M +$67.5M +43% 37
FI
5288
FIDELIS iM
Oregon
$225M +$8.92M +4% 24
AA
5289
AJ Advisors
Tennessee
$225M +$29.4M +15% 38
CPW
5290
Catalyst Private Wealth
California
$225M +$19.5M +9% 85
TAM
5291
Tealwood Asset Management
Minnesota
$225M +$8.71M +4% 137
EF
5292
Exeter Financial
Arizona
$225M +$1.75M +0.8% 93
BWA
5293
BlueChip Wealth Advisors
Georgia
$225M +$21M +10% 171
CCA
5294
Cora Capital Advisors
New Jersey
$225M +$16M +8% 116
SFG
5295
Socha Financial Group
New York
$225M +$20M +10% 26
RPCONE
5296
Retirement Planning Company of New England
Rhode Island
$225M +$23.7M +12% 242
NS
5297
Night Squared
New York
$224M +$55.3M +33% 73
IAM
5298
Infusive Asset Management
New York
$224M +$8.83M +4% 43
ACM
5299
Accent Capital Management
Ohio
$224M +$51.2M +30% 433
MWM
5300
McNaughton Wealth Management
California
$224M +$18.2M +9% 78