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
6251
Pinnacle Wealth Management Group
Michigan
$122M +$11.9M +11% 98
AMAL
6252
Asset Management Advisors LLC
Oklahoma
$122M +$15M +14% 18
TFG
6253
Taylor Financial Group
Virginia
$122M 89
RFMS
6254
RWQ Financial Management Services
Florida
$122M +$29.4M +32% 28
CCA
6255
Cottonwood Capital Advisors
Utah
$121M +$14.4M +13% 131
OM
6256
OV Management
Minnesota
$121M 59
PAG
6257
Paladin Advisory Group
Iowa
$121M +$2.49M +2% 262
MAM
6258
MWA Asset Management
Massachusetts
$121M +$17.5M +17% 118
SL
6259
SFM LLC
New Hampshire
$121M 57
MMC
6260
Mainsail Management Company
Texas
$121M +$25.1M +26% 2
PF
6261
Penney Financial
Texas
$121M 31
DCI
6262
Data Collective IV
California
$121M +$15.2M +14% 5
DM
6263
Diker Management
New York
$121M +$8.9M +8% 41
RFA
6264
ROI Financial Advisors
Oregon
$121M 62
SWIM
6265
Smallwood Wealth Investment Management
New Jersey
$121M +$11M +10% 66
CPCP
6266
Cedar Point Capital Partners
Iowa
$121M 50
CWM
6267
Cordatus Wealth Management
Pennsylvania
$121M +$11.4M +10% 60
TIM
6268
Tikehau Investment Management
France
$121M -$2.07M -2% 15
KCM
6269
Knoll Capital Management
Florida
$121M +$24.4M +25% 41
MCM
6270
M28 Capital Management
Connecticut
$121M +$33.5M +38% 11
KCS
6271
Koonce Calvin Scott
$121M +$26.4M +28% 2
JWWM
6272
Johnson & White Wealth Management
Pennsylvania
$121M +$10.1M +9% 81
SWM
6273
Schwallier Wealth Management
Michigan
$121M 35
LI
6274
LHM Inc
Utah
$121M 8
PBM
6275
Propel Bio Management
California
$121M 34