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
SFG
5776
Socha Financial Group
New York
$97.7M -$24.3M -20% 18
UIA
5777
Ulland Investment Advisors
Minnesota
$97.7M -$35.7M -27% 281
SWMP
5778
Signature Wealth Management Partners
New Jersey
$97.6M -$19.7M -17% 116
PT
5779
Palantir Technologies
Colorado
$97.6M -$148M -60% 20
DWM
5780
Defined Wealth Management
Oregon
$97.6M -$16.2M -14% 95
TT
5781
TI-Trust
Illinois
$97.5M -$12.6M -11% 113
CAM
5782
Caprin Asset Management
Virginia
$97.4M -$19.3M -17% 17
RGF
5783
Retirement Guys Formula
Ohio
$97.4M -$51.9M -35% 139
PCMM
5784
Piedmont Capital Management (Montana)
Montana
$97.3M -$35.8M -27% 41
PFP
5785
Paragon Financial Partners
California
$97.3M -$17.4M -15% 85
CW
5786
Cook Wealth
North Carolina
$97.3M +$2.55M +3% 49
IAC
5787
ION Acquisition Corp
Israel
$97.1M -$51.8M -35% 5
CFO
5788
Capitol Family Office
Oregon
$97.1M -$27.1M -22% 23
IFPL
5789
Investments & Financial Planning LLC
Kentucky
$97.1M -$17.3M -15% 36
APW
5790
Atlantic Private Wealth
North Carolina
$97M -$8.55M -8% 41
VBCG
5791
Valley Brook Capital Group
Pennsylvania
$97M -$18.9M -16% 118
ETM
5792
Euclidean Technologies Management
Washington
$96.8M -$11.4M -11% 87
CF
5793
Convergence Financial
Missouri
$96.8M +$3.59M +4% 25
NCG
5794
Newport Capital Group
New Jersey
$96.8M -$36.6M -27% 60
WP
5795
Wealthspan Partners
Iowa
$96.8M -$13.5M -12% 71
LFA
5796
Legend Financial Advisors
Pennsylvania
$96.8M -$60.6M -39% 51
BWS
5797
BCR Wealth Strategies
Alabama
$96.8M -$7.78M -7% 125
WFS
5798
Widmann Financial Services
Maryland
$96.6M -$16.2M -14% 91
HPM
5799
Hudson Portfolio Management
New York
$96.6M -$16.2M -14% 111
PCM
5800
Perkins Capital Management
Minnesota
$96.6M -$25.4M -21% 115