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
AFR
6176
Applied Fundamental Research
Massachusetts
$135M -$3.53M -3% 11
WWM
6177
Whalen Wealth Management
Nevada
$135M +$24M +22% 162
MGWA
6178
Monument Group Wealth Advisors
Massachusetts
$135M +$17.7M +15% 49
SC
6179
Settian Capital
New York
$135M +$9.58M +8% 37
IIM
6180
InTrack Investment Management
Vermont
$135M +$1.55M +1% 141
SGC
6181
Slocum, Gordon & Co
Rhode Island
$135M +$20.8M +18% 137
DF
6182
Dunhill Financial
United Kingdom
$135M +$24.4M +22% 759
SM
6183
Scoggin Management
New York
$135M +$42.1M +45% 55
PWMG
6184
Pinnacle Wealth Management Group
Michigan
$135M +$12.8M +11% 113
GCS
6185
Gordian Capital (Singapore)
Singapore
$135M +$23.7M +21% 149
CCC
6186
Chesapeake Capital Corp
Florida
$134M -$2.79M -2% 179
CIM
6187
Caldwell Investment Management
Ontario, Canada
$134M +$4.26M +3% 38
ICM
6188
Islay Capital Management
Texas
$134M +$7.33M +6% 234
BDS
6189
Banco de Sabadell
Florida
$134M +$2.46M +2% 83
SV
6190
Sapphire Ventures
Texas
$134M -$32.6M -20% 7
BCM
6191
Bancreek Capital Management
California
$134M +$16.4M +14% 20
PRI
6192
Prepared Retirement Institute
Pennsylvania
$134M +$493K +0.4% 81
CP
6193
CPV Partners
Connecticut
$134M -$3.66M -3% 5
MF
6194
Meridian Financial
Massachusetts
$134M +$6.73M +5% 123
KA
6195
Keene & Associates
Texas
$134M +$13.4M +11% 84
BFA
6196
Bright Financial Advisors
Michigan
$134M 48
AAG
6197
Accordant Advisory Group
Maryland
$134M 199
GCCM
6198
Gate City Capital Management
Illinois
$134M +$28.8M +27% 16
HIA
6199
Harvest Investment Advisors
Florida
$134M +$9.12M +7% 53
NPFS
6200
Novak & Powell Financial Services
Florida
$134M -$16.2M -11% 161