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
PWS
6001
Precision Wealth Strategies
Missouri
$95.9M -$17.5M -15% 134
MCM
6002
Mendel Capital Management
Arkansas
$95.9M +$10.7M +13% 66
MWM
6003
Melfa Wealth Management
Massachusetts
$95.7M 137
LFA
6004
Laraway Financial Advisors
Minnesota
$95.7M +$6.12M +7% 105
DWA
6005
Delap Wealth Advisory
Oregon
$95.6M 66
RG
6006
Richelieu Gestion
France
$95.6M +$11.6M +14% 82
WFS
6007
Widmann Financial Services
Maryland
$95.5M +$5.24M +6% 86
CRC
6008
Catawba River Capital
South Carolina
$95.4M +$11.4M +14% 19
EBWM
6009
Eagle Bluffs Wealth Management
Missouri
$95.4M +$8.74M +10% 62
TNAM
6010
Terra Nova Asset Management
New York
$95.3M +$3.8M +4% 89
CSI
6011
Cross Staff Investments
New York
$95.3M +$6.04M +7% 121
DCI
6012
Data Collective IV
California
$95.2M -$31.3M -25% 6
HC
6013
Hoese & Co
Minnesota
$95.2M +$10.5M +12% 198
PP
6014
PFS Partners
New Jersey
$95M +$2.54M +3% 389
KA
6015
Kearns & Associates
California
$95M +$21.1M +28% 41
EAM
6016
Empirical Asset Management
Massachusetts
$95M +$3.29M +4% 181
MF
6017
Meridian Financial
Massachusetts
$95M +$8.92M +10% 91
SC
6018
Samjo Capital
New York
$94.9M +$13M +16% 15
CMF
6019
Counterpoint Mutual Funds
California
$94.9M +$53.8M +131% 458
GAA
6020
Global Assets Advisory
Florida
$94.8M -$4.03M -4% 155
SWG
6021
Summit Wealth Group
Vermont
$94.7M +$9.97M +12% 31
CIM
6022
Caldwell Investment Management
Ontario, Canada
$94.7M +$12.5M +15% 30
PCM
6023
Perkins Capital Management
Minnesota
$94.7M +$5.36M +6% 109
BIA
6024
Benchmark Investment Advisors
Illinois
$94.7M +$1.84M +2% 103
KL
6025
KilterHowling LLC
Colorado
$94.5M +$11.3M +14% 55