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
PPG
5651
Peak Planning Group
Colorado
$114M +$5.61M +5% 83
IAM
5652
Infusive Asset Management
New York
$114M +$4.8M +4% 17
WSL
5653
Western Standard LLC
California
$114M +$26.2M +30% 37
DWM
5654
Dopkins Wealth Management
New York
$114M +$24.4M +27% 48
IWP
5655
Innova Wealth Partners
Pennsylvania
$114M +$4.67M +4% 60
AF
5656
Aegis Financial
Virginia
$114M 28
AWM
5657
Altus Wealth Management
Kentucky
$114M -$3.28M -3% 35
WCBA
5658
Weaver C. Barksdale & Associates
Tennessee
$113M +$13.8M +14% 65
SG
5659
Somerset Group
Minnesota
$113M +$3.95M +4% 70
MC
5660
Muzinich & Co
New York
$113M +$10.6M +10% 57
SAM
5661
Silverhawk Asset Management
Arizona
$113M +$13.6M +14% 35
SW
5662
Simplicity Wealth
New Jersey
$113M +$38.8M +52% 102
SIRP
5663
Shelter Insurance Retirement Plan
Missouri
$113M -$25.7M -18% 8
ASFA
5664
All Season Financial Advisors
Colorado
$113M +$21M +23% 143
DTC
5665
Davidson Trust Company
Washington
$113M +$9.06M +9% 110
DEM
5666
Disciplined Equity Management
Florida
$113M +$11.7M +12% 57
BW
5667
Basepoint Wealth
Iowa
$113M +$19.3M +21% 91
PWIA
5668
Porter White Investment Advisors
Alabama
$113M 20
PWMG
5669
Pinnacle Wealth Management Group
Michigan
$113M -$610K -0.5% 111
IVMX
5670
Institutional Venture Management XIII
California
$113M -$25M -18% 4
KC
5671
Kenfarb & Co
Kentucky
$113M +$7.59M +7% 235
BA
5672
Bluesphere Advisors
Pennsylvania
$113M +$12.5M +12% 85
CF
5673
Convergence Financial
Missouri
$113M +$21.5M +24% 28
GWAM
5674
Guardian Wealth Advisors (Minnesota)
Minnesota
$113M +$9.74M +9% 66
MC
5675
Matisse Capital
Oregon
$113M +$33.7M +43% 136