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
PPWM
5701
PFG Private Wealth Management
Florida
$149M +$14.1M +10% 314
HBW
5702
Hazlett, Burt & Watson
West Virginia
$149M +$14.4M +11% 746
CSIA
5703
Carl Stuart Investment Advisor
Texas
$148M +$24.3M +20% 31
NIWA
5704
New Insight Wealth Advisors
California
$148M 78
PPW
5705
PACK Private Wealth
Minnesota
$148M +$14.4M +11% 38
FZCM
5706
Flynn Zito Capital Management
New York
$148M +$5.8M +4% 98
PWM
5707
Penobscot Wealth Management
Maine
$148M +$16.2M +12% 74
AFT
5708
Alpha Family Trust
California
$148M +$16.7M +13% 159
YEPX
5709
Yorktown Energy Partners XI
New York
$148M -$30.6M -17% 5
DC
5710
Deere & Company
Illinois
$148M +$15.2M +11% 3
SCM
5711
Semanteon Capital Management
Massachusetts
$148M 207
VFG
5712
Victory Financial Group
Texas
$148M 63
SM
5713
Selkirk Management
New Jersey
$148M +$13.4M +10% 17
KIM
5714
Kestrel Investment Management
California
$148M -$10.3M -7% 41
BSWA
5715
Bromfield Sneider Wealth Advisors
Massachusetts
$148M +$15M +11% 99
GCM
5716
Goldstream Capital Management
Hong Kong
$148M +$23.7M +19% 51
PE
5717
Platinum Equity
California
$148M -$45M -23% 8
DA
5718
DCF Advisers
Connecticut
$148M +$4.28M +3% 88
CJFS
5719
Coulter & Justus Financial Services
Tennessee
$148M +$10.1M +7% 48
BCP
5720
Blackhawk Capital Partners
Wisconsin
$148M +$10.7M +8% 107
HFS
5721
HBC Financial Services
Washington
$147M +$14.2M +11% 223
RWS
5722
Resolute Wealth Strategies
Mississippi
$147M +$13.6M +10% 93
PFMU
5723
Privium Fund Management (UK)
United Kingdom
$147M +$19.5M +15% 103
MHB
5724
Midwest Heritage Bank
Iowa
$147M +$14.1M +11% 54
AWM
5725
Aspire Wealth Management
Massachusetts
$147M +$15.6M +12% 186