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
PCM
5651
Piedmont Capital Management
Montana
$119M +$8.52M +8% 45
FOFP
5652
Fee-Only Financial Planning
South Carolina
$119M 40
CWA
5653
Capital Wealth Alliance
Arizona
$119M -$1.35M -1% 129
MLIM
5654
Mountain Lake Investment Management
Florida
$119M +$7.31M +7% 36
WCCM
5655
Webs Creek Capital Management
Texas
$119M 10
AMC
5656
Asset Management Corp
Illinois
$119M -$5.79M -5% 160
RWA
5657
Rooted Wealth Advisors
Illinois
$119M 69
DI
5658
DRH Investments
California
$119M +$11M +10% 14
FB
5659
First Bancorp
Maine
$119M +$8.67M +8% 116
BDS
5660
Banco de Sabadell
Florida
$119M -$1.96M -2% 88
WAC
5661
William Allan Corp
Colorado
$119M +$10.6M +10% 51
BFA
5662
Buttonwood Financial Advisors
Maryland
$119M +$7.89M +7% 74
IFS
5663
Intelligent Financial Strategies
Minnesota
$119M +$23.4M +25% 100
JIM
5664
JCP Investment Management
Texas
$119M -$22.4M -16% 21
HHRDM
5665
H&H Retirement Design & Management
Nevada
$118M +$12.3M +12% 71
BOC
5666
Bull Oak Capital
California
$118M +$15.8M +15% 24
OPWM
5667
Oxinas Partners Wealth Management
Indiana
$118M -$2.7M -2% 102
FWP
5668
Firethorn Wealth Partners
Georgia
$118M +$10.9M +10% 142
PSB
5669
Piscataqua Savings Bank
New Hampshire
$118M +$13.8M +13% 357
AWM
5670
Align Wealth Management
Oklahoma
$118M 219
IDBONY
5671
Israel Discount Bank of New York
New York
$118M -$2.83M -2% 84
HMCP
5672
Hook Mill Capital Partners
New York
$118M 30
MF
5673
Montis Financial
Massachusetts
$118M +$14.3M +14% 65
FNBOH
5674
First National Bank of Hutchinson
Kansas
$118M -$7.36M -6% 112
MPW
5675
Melone Private Wealth
Michigan
$118M +$3.53M +3% 56