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
PWM
5351
Peterson Wealth Management
Nevada
$118M -$5.38M -4% 50
AWM
5352
AAF Wealth Management
Massachusetts
$118M +$7.34M +7% 23
YCM
5353
Yaupon Capital Management
New York
$118M -$14M -11% 83
POIA
5354
Pin Oak Investment Advisors
Texas
$118M -$3.9M -3% 439
IWP
5355
Innova Wealth Partners
Pennsylvania
$118M +$10.6M +10% 63
FDS
5356
First Dallas Securities
Texas
$118M +$6.82M +6% 111
DACS
5357
Dymon Asia Capital (Singapore)
Singapore
$118M +$67.9M +137% 115
VCWA
5358
Vanguard Capital Wealth Advisors
Colorado
$118M +$8.81M +8% 176
CC
5359
Coann Capital
Connecticut
$117M +$6.76M +6% 22
BG
5360
BRX Global
New York
$117M +$1.84M +2% 9
DP
5361
Divergent Planning
Maryland
$117M +$12.8M +12% 17
HS
5362
Horan Securities
United States
$117M -$2.75M -2% 481
ASBI
5363
American State Bank (Iowa)
Iowa
$117M +$11.8M +11% 295
DIC
5364
Deer IX & Co
New York
$117M -$83.4M -42% 3
AWA
5365
AmeriServ Wealth Advisors
Pennsylvania
$117M +$14.9M +15% 69
ICP
5366
ION Crossover Partners
Israel
$117M -$4.6M -4% 2
SAM
5367
Scion Asset Management
California
$116M -$23.5M -17% 44
SPL
5368
Smart Portfolios LLC
Washington
$116M +$9.6M +9% 42
VCM
5369
Verger Capital Management
North Carolina
$116M +$2.19M +2% 13
FFA
5370
Fi3 Financial Advisors
Indiana
$116M 49
TWA
5371
TPB Wealth Advisors
Texas
$116M +$15.3M +15% 37
ILCM
5372
Ivy Lane Capital Management
Florida
$116M +$11.7M +11% 9
WU
5373
Washington University
Missouri
$116M -$17.5M -13% 3
PWM
5374
Pacific Wealth Management
California
$116M -$40.9M -26% 14
GFI
5375
Global Frontier Investments
South Carolina
$116M +$13.1M +13% 18