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
PWMG
6001
Pinnacle Wealth Management Group
Michigan
$114M -$970K -0.8% 106
OCM
6002
Objective Capital Management
Ohio
$114M +$4.9M +4% 103
SP
6003
SCF Partners
Texas
$114M -$60.3M -35% 3
DWMS
6004
Dominguez Wealth Management Solutions
Virginia
$114M +$5.39M +5% 59
SC
6005
Shearwater Capital
Colorado
$114M +$6.73M +6% 38
AIFAIM
6006
American Institute for Advanced Investment Management
Arizona
$114M +$20.6M +22% 118
NF
6007
Nvest Financial
New Hampshire
$114M +$18.2M +19% 70
ONSWM
6008
Old North State Wealth Management
North Carolina
$114M +$7.27M +7% 74
RFMS
6009
RWQ Financial Management Services
Florida
$114M +$30.6M +37% 26
NCPI
6010
NewView Capital Partners I
California
$114M -$15.8M -12% 3
UCB
6011
United Community Bank
South Carolina
$114M +$8.14M +8% 241
AW
6012
Apricus Wealth
South Carolina
$114M +$4.04M +4% 85
NC
6013
Nightview Capital
Texas
$114M +$6.49M +6% 17
AC
6014
AWH Capital
Texas
$114M +$15.6M +16% 30
PFG
6015
Prosperity Financial Group
California
$114M +$14.8M +15% 137
NFA
6016
Northern Financial Advisors
Michigan
$114M +$7.3M +7% 117
ICM
6017
Islay Capital Management
Texas
$113M +$11M +11% 246
GWM
6018
Greenhouse Wealth Management
Connecticut
$113M +$7.45M +7% 55
MC
6019
Muzinich & Co
New York
$113M -$2.42M -2% 80
CA
6020
Continental Advisors
Utah
$113M +$4.6M +4% 43
AA
6021
Axiom Advisory
California
$113M +$8.57M +8% 35
EAM
6022
Empirical Asset Management
Massachusetts
$113M +$8.47M +8% 185
SFP
6023
Strategic Financial Planning
Texas
$113M +$3.51M +3% 32
HWMT
6024
Heritage Wealth Management (Texas)
Texas
$113M +$9.1M +9% 26
RP
6025
Riverwater Partners
Wisconsin
$113M +$3.99M +4% 200