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
PHWM
6026
Pine Harbor Wealth Management
Maryland
$131M 97
BAM
6027
Byrne Asset Management
New Jersey
$131M +$10.4M +9% 603
CIM
6028
Chapman Investment Management
California
$131M +$13.2M +11% 36
SCP
6029
Sivia Capital Partners
California
$131M 186
MFA
6030
McClarren Financial Advisors
Pennsylvania
$131M +$16.5M +14% 433
AW
6031
Apricus Wealth
South Carolina
$131M +$16.9M +15% 89
MWA
6032
Mills Wealth Advisors
Texas
$131M +$6.32M +5% 54
OCM
6033
Objective Capital Management
Ohio
$131M +$18.5M +16% 122
RAM
6034
Robocap Asset Management
United Kingdom
$131M +$26.2M +25% 26
AIMA
6035
Ables Iannone Moore & Associates
Georgia
$131M 309
FCM
6036
Fogel Capital Management
Florida
$131M 33
MHWM
6037
Montz Harcus Wealth Management
Louisiana
$131M +$13.9M +12% 59
EIM
6038
Ervin Investment Management
Washington
$131M +$11.6M +10% 36
BFS
6039
Burr Financial Services
California
$131M 34
HFCII
6040
H&F Corporate Investors IX
California
$131M -$19.6M -13% 1
PTCG
6041
Pring Turner Capital Group
California
$131M +$11.4M +10% 66
PVAMC
6042
PPS&V Asset Management Consultants
Michigan
$131M +$14.7M +13% 41
LAM
6043
Lummis Asset Management
Texas
$131M 174
FW
6044
Fairway Wealth
Ohio
$131M 74
DWM
6045
Defined Wealth Management
Oregon
$131M +$13.4M +11% 103
BGA
6046
Battery Global Advisors
Massachusetts
$131M 41
BAG
6047
Bridgewealth Advisory Group
California
$131M +$49.1M +60% 84
KAM
6048
Kopion Asset Management
Texas
$130M +$18.3M +16% 19
SC
6049
Seldon Capital
California
$130M +$23M +21% 63
JHWEPV
6050
J.H. Whitney Equity Partners VII
Connecticut
$130M +$72.5M +125% 1