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
BIS
6126
BG Investment Services
Guam
$102M -$8.69M -8% 11
PHIC
6127
Pine Haven Investment Counsel
Massachusetts
$102M -$5.03M -5% 108
RCWM
6128
Royal Capital Wealth Management
Indiana
$102M -$865K -0.8% 109
AM
6129
Account Management
Massachusetts
$102M -$13.6M -12% 27
IDP
6130
In-Depth Partners
Florida
$102M -$62.6M -38% 14
BCM
6131
Barden Capital Management
Texas
$102M -$2.93M -3% 63
IA
6132
Integrity Advisory
Kansas
$102M 80
KWM
6133
Kolinsky Wealth Management
New Jersey
$102M -$6.23M -6% 166
BPGAM
6134
BTG Pactual Global Asset Management
Bermuda
$102M +$5.79M +6% 89
CAIMH
6135
Central Asset Investments & Management Holdings
Hong Kong
$102M -$42.9M -30% 78
MFG
6136
Menard Financial Group
Texas
$101M -$20.5M -17% 159
DWA
6137
Delos Wealth Advisors
Texas
$101M -$3.59M -3% 466
JC
6138
JCSD Capital
California
$101M -$487K -0.5% 67
FWM
6139
Forefront Wealth Management
Pennsylvania
$101M -$3.66M -3% 64
ATGP
6140
Addition Three General Partner
New York
$101M -$24.8M -20% 1
TBNY
6141
Trustco Bank (New York)
New York
$101M -$13.5M -12% 71
HFW
6142
Horizon Family Wealth
Illinois
$101M +$2.74M +3% 64
GWMI
6143
Guardian Wealth Management (Illinois)
Illinois
$101M -$3.2M -3% 243
OFG
6144
OmniStar Financial Group
North Carolina
$101M +$2.89M +3% 124
NCM
6145
Northland Capital Management
Minnesota
$101M -$16.7M -14% 23
LCM
6146
Linker Capital Management
Kentucky
$101M -$3.52M -3% 40
CA
6147
Carson Advisory
Georgia
$101M +$1.83M +2% 146
DFC
6148
DB Fitzpatrick & Co
Idaho
$100M -$6.6M -6% 76
KCM
6149
KLK Capital Management
California
$100M -$4.63M -4% 57
SF
6150
SBK Financial
Virginia
$100M -$25M -20% 133