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
GWM
6476
Guardian Wealth Management
Illinois
$150M +$423K +0.3% 231
RHDIC
6477
R.H. Dinel Investment Counsel
California
$150M +$3.47M +2% 42
EF
6478
Envision Financial
Wisconsin
$150M +$17.3M +13% 45
SMF
6479
Sterling Manor Financial
New York
$150M +$9.96M +7% 31
KPPF
6480
Klein Pavlis & Peasley Financial
California
$150M +$11M +8% 84
ULWM
6481
Upper Left Wealth Management
Florida
$150M +$10.4M +7% 65
AIM
6482
AHL Investment Management
Florida
$150M +$4.72M +3% 72
RB
6483
Renasant Bank
Mississippi
$150M -$1.16M -0.8% 164
AC
6484
ASB Consultores
Florida
$150M -$4.07M -3% 163
SI
6485
Sapience Investments
California
$150M +$9.76M +7% 93
LAM
6486
Lakewood Asset Management
Illinois
$150M +$1.52M +1% 104
BPFA
6487
Barnes Pettey Financial Advisors
Mississippi
$150M +$21.1M +16% 114
GC
6488
Gould Capital
Washington
$150M +$6.53M +5% 228
LG
6489
LAM Group
Oregon
$150M +$13.7M +10% 74
MG
6490
McHugh Group
Ohio
$150M +$17.4M +13% 72
KCM
6491
KRS Capital Management
Michigan
$150M +$23.9M +19% 111
OA
6492
Oceanside Advisors
South Carolina
$150M +$11.3M +8% 46
AL
6493
ACAS LLC
California
$149M +$17.8M +14% 94
TT
6494
TI-Trust
Illinois
$149M -$1.8M -1% 131
GWA
6495
Gutierrez Wealth Advisory
Arkansas
$149M +$26M +21% 63
IIL
6496
Insight Inv LLC
California
$149M +$3.72M +3% 136
PBK
6497
Peoples Bank (Kansas)
Kansas
$149M +$1.64M +1% 336
ZRP
6498
Zynergy Retirement Planning
New Jersey
$149M +$8.11M +6% 115
APW
6499
Atlantic Private Wealth
North Carolina
$149M +$13.7M +10% 253
FF
6500
Farrell Financial
New York
$149M +$11.7M +8% 68