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
SWIM
5801
Smallwood Wealth Investment Management
New Jersey
$98.7M -$7.12M -7% 67
PCMU
5802
Paragon Capital Management (Utah)
Utah
$98.7M -$9.16M -8% 85
MSA
5803
McAlister Sweet & Associates
Texas
$98.6M +$4.5M +5% 42
FI
5804
Financial Insights
Washington
$98.5M -$10.3M -9% 97
LM
5805
Lockheed Martin
Maryland
$98.5M -$85.7M -47% 4
AWM
5806
Alterna Wealth Management
Texas
$98.5M -$20.1M -17% 137
AWA
5807
Aletheian Wealth Advisors
Washington
$98.5M -$6.88M -7% 59
IFS
5808
Intelligent Financial Strategies
Minnesota
$98.4M -$4.17M -4% 121
HI
5809
Harper Investing
California
$98.4M -$9.42M -9% 51
TAC
5810
Twenty Acre Capital
Pennsylvania
$98.4M -$29.9M -23% 28
EL
5811
EMFO LLC
Florida
$98.3M -$11.8M -11% 351
PWA
5812
Pillar Wealth Advisors
Pennsylvania
$98.3M -$5.33M -5% 61
ARS
5813
Adirondack Retirement Specialists
New York
$98M -$13.8M -12% 17
LM
5814
Lansing Management
New York
$97.8M -$39.4M -29% 8
IIM
5815
InTrack Investment Management
Vermont
$97.7M -$25.3M -21% 127
RB
5816
Richmond Brothers
Michigan
$97.7M -$32.2M -25% 22
NMG
5817
New Millennium Group
Utah
$97.7M -$41.5M -30% 404
SFG
5818
Socha Financial Group
New York
$97.7M -$24.3M -20% 18
UIA
5819
Ulland Investment Advisors
Minnesota
$97.7M -$35.7M -27% 281
SWMP
5820
Signature Wealth Management Partners
New Jersey
$97.6M -$19.7M -17% 116
PT
5821
Palantir Technologies
Colorado
$97.6M -$148M -60% 20
DWM
5822
Defined Wealth Management
Oregon
$97.6M -$16.2M -14% 95
UI
5823
Unconventional Investor
New Hampshire
$97.5M -$11.3M -10% 35
TT
5824
TI-Trust
Illinois
$97.5M -$12.6M -11% 113
CAM
5825
Caprin Asset Management
Virginia
$97.4M -$19.3M -17% 17