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
6126
Pinnacle Wealth Management Group
Michigan
$161M +$2.09M +1% 121
FCM
6127
Fairbanks Capital Management
California
$161M +$1.31M +0.8% 54
HG
6128
Herbst Group
Connecticut
$160M -$1.04M -0.6% 62
HSWS
6129
Higgins & Schmidt Wealth Strategies
Colorado
$160M +$5.44M +4% 63
PSB
6130
Passumpsic Savings Bank
Vermont
$160M +$7.99M +5% 89
BCPWM
6131
Bradley & Co Private Wealth Management
Florida
$160M 189
HIMS
6132
Hager Investment Management Services
New Hampshire
$160M 287
MWG
6133
Martin Worley Group
Utah
$160M 86
CTFG
6134
Capstone Triton Financial Group
Oklahoma
$160M +$3.7M +2% 113
RGC
6135
Rubicon Global Capital
United Kingdom
$160M 9
LIWM
6136
Long Island Wealth Management
New York
$160M +$7.5M +5% 73
SFG
6137
Sowa Financial Group
Rhode Island
$160M +$1.48M +0.9% 34
APC
6138
Asset Planning Corporation
Tennessee
$160M +$6.46M +4% 46
VWA
6139
Valued Wealth Advisors
Utah
$160M +$5.36M +3% 684
VI
6140
Ventas Inc
Illinois
$160M 1
C
6141
Covestor
United Kingdom
$159M +$138K +0.1% 2,906
BWM
6142
Birchcreek Wealth Management
Ohio
$159M +$6.61M +4% 130
BFA
6143
Bright Financial Advisors
Michigan
$159M +$1.89M +1% 57
EBA
6144
Eagle Bay Advisors
New York
$159M -$102M -39% 1,415
DAM
6145
Draper Asset Management
New York
$159M +$20.5M +15% 19
PU
6146
Petiole USA
New York
$159M +$6.03M +4% 42
PM
6147
Plustick Management
Virginia
$159M +$27.1M +21% 27
CCA
6148
Criterion Capital Advisors
Tennessee
$159M $0 0% 348
TC
6149
Tenret Company
Florida
$159M -$226K -0.1% 34
SSCM
6150
Spectrum Strategic Capital Management
Oregon
$159M +$11.4M +8% 32