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
DWG
6126
Darden Wealth Group
Michigan
$149M +$9.09M +7% 112
IOOF
6127
Independent Order of Foresters
Ontario, Canada
$149M -$24.7M -14% 12
SC
6128
Schubert & Co
Texas
$148M +$7.9M +6% 75
LC
6129
Lakehouse Capital
Australia
$148M +$6.2M +4% 13
ACM
6130
Ategra Capital Management
Virginia
$148M +$10.9M +8% 22
CIM
6131
Caldwell Investment Management
Ontario, Canada
$148M +$5.7M +4% 37
BFS
6132
Burr Financial Services
California
$148M +$6.99M +5% 34
AA
6133
Aufman Associates
Pennsylvania
$148M -$7.43M -5% 65
DC
6134
Diametric Capital
Massachusetts
$148M -$54.2M -27% 494
PBPIA
6135
Pivotal bioVenture Partners Investment Advisor
California
$148M -$20.4M -12% 12
PVAMC
6136
PPS&V Asset Management Consultants
Michigan
$148M +$2.22M +2% 41
VAM
6137
Vienna Asset Management
California
$148M +$12.5M +9% 55
CWA
6138
Cascade Wealth Advisors
Washington
$148M +$7.79M +6% 50
CPCP
6139
Cedar Point Capital Partners
Iowa
$148M +$2.15M +1% 64
PWH
6140
Priebe Wealth Holdings
Minnesota
$148M +$10.3M +7% 72
GMH
6141
General Motors Holdings
Michigan
$148M +$16.8M +13% 5
FS
6142
Financial Symmetry
North Carolina
$148M +$4.38M +3% 48
CWI
6143
Conscious Wealth Investments
Florida
$147M +$2.12M +1% 51
SC
6144
Shearwater Capital
Colorado
$147M +$2.37M +2% 48
CJ
6145
Caitlin John
Michigan
$147M -$8.32M -5% 865
FS
6146
Financially Speaking
Colorado
$147M 181
DCM
6147
DG Capital Management
New York
$147M -$45.9M -24% 21
EPIM
6148
Equinox Partners Investment Management
Connecticut
$147M +$1.42M +1% 10
PFA
6149
Petra Financial Advisors
Colorado
$147M -$4.56M -3% 155
MSRI
6150
Michael S. Ryan Inc
New York
$147M +$3.39M +2% 49