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
PIM
5926
Pullen Investment Management
Florida
$199M +$9.31M +5% 105
DCM
5927
Dilation Capital Management
New York
$199M -$18.3M -8% 28
AS
5928
Akuna Securities
Illinois
$199M -$59.6M -23% 18
PFA
5929
Plotkin Financial Advisors
Maryland
$199M -$5.86M -3% 105
FF
5930
Friedenthal Financial
New Jersey
$199M +$5.03M +3% 326
CASB
5931
Cape Ann Savings Bank
Massachusetts
$199M +$4.16M +2% 124
DEM
5932
Disciplined Equity Management
Florida
$199M +$6M +3% 65
PMIA
5933
Patrick Mauro Investment Advisor
Illinois
$199M +$7.68M +4% 43
PS
5934
Pennant Select
New Jersey
$199M +$9.91M +5% 16
GPW
5935
Gray Private Wealth
Massachusetts
$199M -$5.93M -3% 52
SPWG
5936
Sage Private Wealth Group
Illinois
$199M +$12.7M +7% 99
NI
5937
Niatross Investments
$199M +$40.7M +26% 1
STA
5938
Smith Thornton Advisors
Alabama
$199M +$1.99M +1% 133
KL
5939
KilterHowling LLC
Colorado
$198M +$978K +0.5% 54
FTIA
5940
Four Tree Island Advisory
New Hampshire
$198M +$17M +9% 24
FWM
5941
Finer Wealth Management
Massachusetts
$198M -$8.53M -4% 88
TLC
5942
True Light Capital
$198M -$23.8M -11% 8
CWM
5943
Comprehensive Wealth Management
Washington
$198M +$28.3M +17% 43
SCM
5944
Spring Capital Management
Texas
$198M +$220K +0.1% 49
HIW
5945
Holos Integrated Wealth
Pennsylvania
$198M +$18.5M +10% 420
PD
5946
Planning Directions
Pennsylvania
$198M -$846K -0.4% 110
AG
5947
AmeriFlex Group
Nevada
$198M +$5.04M +3% 1,226
AZ
5948
Alpha Zero
Florida
$198M +$14.5M +8% 81
CAM
5949
Clarity Asset Management
Iowa
$198M +$15.8M +9% 309
EMC
5950
Everest Management Corp
California
$197M +$18.1M +10% 75