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
HG
5901
Herbst Group
Connecticut
$160M -$1.04M -0.6% 62
HSWS
5902
Higgins & Schmidt Wealth Strategies
Colorado
$160M +$5.44M +4% 63
PSB
5903
Passumpsic Savings Bank
Vermont
$160M +$7.99M +5% 89
BCPWM
5904
Bradley & Co Private Wealth Management
Florida
$160M 189
HIMS
5905
Hager Investment Management Services
New Hampshire
$160M 287
CTFG
5906
Capstone Triton Financial Group
Oklahoma
$160M +$3.7M +2% 113
RGC
5907
Rubicon Global Capital
United Kingdom
$160M 9
LIWM
5908
Long Island Wealth Management
New York
$160M +$7.5M +5% 73
SFG
5909
Sowa Financial Group
Rhode Island
$160M +$1.48M +0.9% 34
APC
5910
Asset Planning Corporation
Tennessee
$160M +$6.46M +4% 46
VWA
5911
Valued Wealth Advisors
Utah
$160M +$5.36M +3% 684
C
5912
Covestor
United Kingdom
$159M +$138K +0.1% 2,906
BWM
5913
Birchcreek Wealth Management
Ohio
$159M +$6.61M +4% 130
BFA
5914
Bright Financial Advisors
Michigan
$159M +$1.89M +1% 57
EBA
5915
Eagle Bay Advisors
New York
$159M -$102M -39% 1,414
DAM
5916
Draper Asset Management
New York
$159M +$20.5M +15% 19
PU
5917
Petiole USA
New York
$159M +$6.03M +4% 42
PM
5918
Plustick Management
Virginia
$159M +$27.1M +21% 27
CCA
5919
Criterion Capital Advisors
Tennessee
$159M $0 0% 348
TC
5920
Tenret Company
Florida
$159M -$226K -0.1% 34
SSCM
5921
Spectrum Strategic Capital Management
Oregon
$159M +$11.4M +8% 32
CCM
5922
Candelo Capital Management
New York
$159M +$3.37M +2% 42
IWP
5923
Innova Wealth Partners
Pennsylvania
$159M +$37.2M +31% 157
CAAM
5924
Cape Ann Asset Management
United Kingdom
$159M +$12.6M +9% 8
2L
5925
22NW LP
Washington
$159M +$39.2M +33% 16