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
DEM
6326
Disciplined Equity Management
Florida
$144M -$10.5M -7% 61
TFG
6327
Taylor Financial Group
Virginia
$144M -$599K -0.4% 103
CWM
6328
Comprehensive Wealth Management
Washington
$144M +$10M +7% 35
FD
6329
Financial Designs
California
$144M -$8.21M -5% 22
PRRFG
6330
Paul R. Ried Financial Group
Washington
$144M +$990K +0.7% 31
PWAM
6331
Papamarkou Wellner Asset Management
New York
$144M -$1.64M -1% 89
SWP
6332
Semus Wealth Partners
Florida
$144M -$7.49M -5% 124
GMFG
6333
Greater Midwest Financial Group
Minnesota
$143M -$14.5M -9% 60
OCA
6334
Otter Creek Advisors
Florida
$143M -$1.82M -1% 50
PWMG
6335
Pinnacle Wealth Management Group
Michigan
$143M -$17.2M -11% 126
SIM
6336
SummerHaven Investment Management
Connecticut
$143M -$18.9M -12% 198
IVLAV
6337
Index Venture Life Associates VI
Jersey
$143M -$23.8M -14% 2
AH
6338
Addis & Hill
Pennsylvania
$143M +$7.98M +6% 28
GC
6339
Gould Capital
Washington
$143M -$610K -0.4% 226
WF
6340
Williams Financial
Vermont
$143M -$17.5M -11% 26
SIA
6341
Stegner Investment Associates
Kentucky
$143M -$8.07M -5% 27
HIMS
6342
Hager Investment Management Services
New Hampshire
$143M -$17.2M -11% 321
HFS
6343
Hoge Financial Services
Pennsylvania
$143M +$6.46M +5% 63
TCM
6344
Thoma Capital Management
Maryland
$143M -$3.05M -2% 64
CNWM
6345
Clay Northam Wealth Management
California
$143M -$11.9M -8% 97
MSRI
6346
Michael S. Ryan Inc
New York
$143M -$3.97M -3% 52
TP
6347
Toronado Partners
California
$143M -$15.3M -10% 11
RWM
6348
Riverchase Wealth Management
Texas
$143M +$9.11M +7% 68
CNHF
6349
Conrad N. Hilton Foundation
California
$143M -$42.6K -0% 5
CCM
6350
Ciovacco Capital Management
Georgia
$143M -$32.2M -18% 20