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
PRI
5951
Prepared Retirement Institute
Pennsylvania
$192M +$22.1M +13% 91
LPFG
5952
Landing Point Financial Group
Ohio
$192M +$33.2M +21% 90
EM
5953
ELCO Management
New York
$192M +$904K +0.5% 171
PD
5954
Planning Directions
Pennsylvania
$192M +$13.9M +8% 93
DWG
5955
Darden Wealth Group
Michigan
$191M +$25.5M +15% 149
RCAP
5956
Resolute Capital Asset Partners
Colorado
$191M -$219K -0.1% 70
SWMP
5957
Signature Wealth Management Partners
New Jersey
$191M +$16.1M +9% 116
BFA
5958
Brown Financial Advisory
Alabama
$191M +$9.75M +5% 56
NIA
5959
NBZ Investment Advisors
Tennessee
$191M +$16.3M +9% 64
BAM
5960
Bullseye Asset Management
Colorado
$191M -$9.57M -5% 68
LIM
5961
Loudon Investment Management
New Hampshire
$191M +$10.2M +6% 104
AIC
5962
Aurora Investment Counsel
Georgia
$191M +$1.28M +0.7% 122
CWM
5963
Cadence Wealth Management
Massachusetts
$191M +$39.7M +26% 59
EWM
5964
Evergreen Wealth Management
Michigan
$191M +$12.5M +7% 56
NF
5965
NavPoint Financial
Minnesota
$191M +$25.2M +15% 66
MCM
5966
Mendel Capital Management
Arkansas
$191M +$15.3M +9% 96
SAS
5967
Sage Advisory Services
Texas
$191M +$7.08M +4% 46
STA
5968
Smith Thornton Advisors
Alabama
$191M +$16.7M +10% 139
NFA
5969
Northern Financial Advisors
Michigan
$191M +$57.3M +43% 130
GWM
5970
Global Wealth Management
New Jersey
$190M +$8.14M +4% 35
SGH
5971
Sivik Global Healthcare
Connecticut
$190M -$33.1M -15% 64
PMIA
5972
Patrick Mauro Investment Advisor
Illinois
$190M +$13.7M +8% 42
FFG
5973
Foundry Financial Group
New Hampshire
$190M +$14.7M +8% 66
NPFS
5974
Novak & Powell Financial Services
Florida
$190M +$46M +32% 170
OCM
5975
Orser Capital Management
Texas
$190M +$49.8M +35% 74