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
NMG
5776
New Millennium Group
Utah
$97.7M -$41.5M -30% 404
SFG
5777
Socha Financial Group
New York
$97.7M -$24.3M -20% 18
UIA
5778
Ulland Investment Advisors
Minnesota
$97.7M -$35.7M -27% 281
SWMP
5779
Signature Wealth Management Partners
New Jersey
$97.6M -$19.7M -17% 116
PT
5780
Palantir Technologies
Colorado
$97.6M -$148M -60% 20
DWM
5781
Defined Wealth Management
Oregon
$97.6M -$16.2M -14% 95
TT
5782
TI-Trust
Illinois
$97.5M -$12.6M -11% 113
CAM
5783
Caprin Asset Management
Virginia
$97.4M -$19.3M -17% 17
RGF
5784
Retirement Guys Formula
Ohio
$97.4M -$51.9M -35% 139
PCMM
5785
Piedmont Capital Management (Montana)
Montana
$97.3M -$35.8M -27% 41
PFP
5786
Paragon Financial Partners
California
$97.3M -$17.4M -15% 85
CW
5787
Cook Wealth
North Carolina
$97.3M +$2.55M +3% 49
IAC
5788
ION Acquisition Corp
Israel
$97.1M -$51.8M -35% 5
CFO
5789
Capitol Family Office
Oregon
$97.1M -$27.1M -22% 23
IFPL
5790
Investments & Financial Planning LLC
Kentucky
$97.1M -$17.3M -15% 36
APW
5791
Atlantic Private Wealth
North Carolina
$97M -$8.55M -8% 41
VBCG
5792
Valley Brook Capital Group
Pennsylvania
$97M -$18.9M -16% 118
ETM
5793
Euclidean Technologies Management
Washington
$96.8M -$11.4M -11% 87
CF
5794
Convergence Financial
Missouri
$96.8M +$3.59M +4% 25
NCG
5795
Newport Capital Group
New Jersey
$96.8M -$36.6M -27% 60
WP
5796
Wealthspan Partners
Iowa
$96.8M -$13.5M -12% 71
LFA
5797
Legend Financial Advisors
Pennsylvania
$96.8M -$60.6M -39% 51
BWS
5798
BCR Wealth Strategies
Alabama
$96.8M -$7.78M -7% 125
WFS
5799
Widmann Financial Services
Maryland
$96.6M -$16.2M -14% 91
HPM
5800
Hudson Portfolio Management
New York
$96.6M -$16.2M -14% 111