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
DIS
6076
Diversified Investment Strategies
Louisiana
$152M +$8.58M +6% 50
MIM
6077
Merrion Investment Management
New Jersey
$152M +$6.08M +4% 103
PFA
6078
Petra Financial Advisors
Colorado
$152M +$12.5M +9% 151
MWM
6079
Melfa Wealth Management
Massachusetts
$152M +$8.43M +6% 203
CCP
6080
Cassia Capital Partners
North Carolina
$151M -$190K -0.1% 60
AFR
6081
Applied Fundamental Research
Massachusetts
$151M +$15.5M +11% 13
BC
6082
Barnett & Company
Tennessee
$151M +$12.1M +9% 87
SWMG
6083
Sard Wealth Management Group
Georgia
$151M +$8.87M +6% 47
EI
6084
Ecofi Investissements
France
$151M -$28.7M -16% 42
SFP
6085
Strategic Financial Planning
Texas
$151M +$12.6M +9% 37
SMA
6086
Seven Mile Advisory
New Jersey
$151M +$15.2M +11% 178
JAM
6087
Jacobs Asset Management
New York
$151M -$6.12M -4% 41
RHAM
6088
Round Hill Asset Management
California
$151M -$5.69M -4% 62
HAM
6089
Hedges Asset Management
Nevada
$151M +$11.8M +8% 116
TF
6090
Tenon Financial
New Jersey
$151M +$22.8M +18% 46
PCMC
6091
Planning Capital Management Corporation
Pennsylvania
$151M +$9.27M +7% 925
RA
6092
Rosalind Advisors
Ontario, Canada
$151M +$24.3M +19% 44
AIM
6093
Alpine Investment Management
Hong Kong
$151M -$110M -42% 12
OM
6094
OV Management
Minnesota
$151M +$7.44M +5% 63
EC
6095
EJF Capital
Virginia
$150M +$15.5M +11% 110
MAM
6096
MWA Asset Management
Massachusetts
$150M +$10M +7% 131
WPWM
6097
Western Pacific Wealth Management
Illinois
$150M +$18.1M +14% 266
FDDB
6098
Fidelity D&D Bancorp
Pennsylvania
$150M +$18.4M +14% 114
MPIM
6099
McGinn Penninger Investment Management
Virginia
$150M +$3.17M +2% 26
GAAM
6100
Grand Alliance Asset Management
Hong Kong
$150M -$59.1M -28% 14