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
SIAS
5476
Summit Investment Advisory Services
Minnesota
$135M -$16.3M -11% 58
IFS
5477
Intelligent Financial Strategies
Minnesota
$135M -$2.19M -2% 90
HAG
5478
HF Advisory Group
Maryland
$135M +$8.28M +7% 150
DTC
5479
Davidson Trust Company
Washington
$135M -$3.45M -2% 128
EL
5480
EQ LLC
Washington
$135M +$13.2M +11% 51
KAM
5481
Kinney Asset Management
Illinois
$135M -$19.8M -13% 5
VCS
5482
Vaughan & Co Securities
New Jersey
$135M -$6.05M -4% 54
2L
5483
22NW LP
Washington
$135M -$19.8M -13% 15
OCM
5484
Orleans Capital Management
Louisiana
$135M -$6.34M -4% 82
GWM
5485
GoalFusion Wealth Management
Texas
$135M -$1.23M -0.9% 29
MWP
5486
Meredith Wealth Planning
Illinois
$135M +$11.6M +9% 43
PPWM
5487
PFG Private Wealth Management
Florida
$135M -$34.9M -21% 330
OPWM
5488
Oxinas Partners Wealth Management
Indiana
$134M -$17.9M -12% 128
SM
5489
Selkirk Management
New Jersey
$134M +$16.5M +14% 16
RA
5490
RiverTree Advisors
Florida
$134M -$4.48M -3% 29
RVM
5491
Robinson Value Management
Texas
$134M -$3.78M -3% 79
HBW
5492
Hazlett, Burt & Watson
West Virginia
$134M +$172K +0.1% 774
FMI
5493
F/M Investments
District of Columbia
$134M -$1.49M -1% 83
MPCG
5494
Matrix Private Capital Group
New York
$134M -$2.52M -2% 179
WW
5495
Windle Wealth
Oklahoma
$134M -$4.44M -3% 29
PPW
5496
PACK Private Wealth
Minnesota
$134M +$124K +0.1% 40
MPW
5497
MGO Private Wealth
California
$134M +$1.09M +0.8% 76
WP
5498
WealthSpring Partners
California
$134M -$4.33M -3% 75
RWS
5499
Resolute Wealth Strategies
Mississippi
$134M +$4.76M +4% 92
YEPX
5500
Yorktown Energy Partners X
New York
$134M +$13M +11% 5