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
6201
Applied Fundamental Research
Massachusetts
$135M -$3.53M -3% 11
WWM
6202
Whalen Wealth Management
Nevada
$135M +$24M +22% 162
MGWA
6203
Monument Group Wealth Advisors
Massachusetts
$135M +$17.7M +15% 49
SC
6204
Settian Capital
New York
$135M +$9.58M +8% 37
IIM
6205
InTrack Investment Management
Vermont
$135M +$1.55M +1% 141
SGC
6206
Slocum, Gordon & Co
Rhode Island
$135M +$20.8M +18% 137
DF
6207
Dunhill Financial
United Kingdom
$135M +$24.4M +22% 759
SM
6208
Scoggin Management
New York
$135M +$42.1M +45% 55
PWMG
6209
Pinnacle Wealth Management Group
Michigan
$135M +$12.8M +11% 113
GCS
6210
Gordian Capital (Singapore)
Singapore
$135M +$23.7M +21% 149
CCC
6211
Chesapeake Capital Corp
Florida
$134M -$2.79M -2% 179
CIM
6212
Caldwell Investment Management
Ontario, Canada
$134M +$4.26M +3% 38
ICM
6213
Islay Capital Management
Texas
$134M +$7.33M +6% 234
BDS
6214
Banco de Sabadell
Florida
$134M +$2.46M +2% 83
SV
6215
Sapphire Ventures
Texas
$134M -$32.6M -20% 7
BCM
6216
Bancreek Capital Management
California
$134M +$16.4M +14% 20
PRI
6217
Prepared Retirement Institute
Pennsylvania
$134M +$493K +0.4% 81
CP
6218
CPV Partners
Connecticut
$134M -$3.66M -3% 5
MF
6219
Meridian Financial
Massachusetts
$134M +$6.73M +5% 123
KA
6220
Keene & Associates
Texas
$134M +$13.4M +11% 84
AAG
6221
Accordant Advisory Group
Maryland
$134M 199
GCCM
6222
Gate City Capital Management
Illinois
$134M +$28.8M +27% 16
HIA
6223
Harvest Investment Advisors
Florida
$134M +$9.12M +7% 53
NPFS
6224
Novak & Powell Financial Services
Florida
$134M -$16.2M -11% 161
SFP
6225
Strategic Financial Planning
Texas
$134M +$5.73M +4% 36