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
PIM
6501
Profit Investment Management
Maryland
$127M -$32.7M -20% 86
SPWG
6502
Sage Private Wealth Group
Illinois
$127M +$8.18M +7% 93
SR
6503
Summer Road
Florida
$127M +$23.6M +23% 32
SA
6504
Sage Advisors
Colorado
$127M +$3.94M +3% 27
MC
6505
Muzinich & Co
New York
$127M +$1.98M +2% 57
MWA
6506
Merkkuri Wealth Advisors
New York
$127M +$18M +17% 83
LWM
6507
Lionsbridge Wealth Management
Florida
$127M +$1.73M +1% 82
DCM
6508
Davis Capital Management
Florida
$126M +$11.3M +10% 348
APS
6509
American Planning Services
Florida
$126M -$15.7M -11% 54
IA
6510
IFS Advisors
Kansas
$126M +$7.71M +6% 159
MCWA
6511
Meadow Creek Wealth Advisors
Georgia
$126M +$20.4M +19% 135
TFM
6512
Trademark Financial Management
Minnesota
$126M +$3.27M +3% 102
LC
6513
Lodbrok Capital
United Kingdom
$126M -$39.4M -24% 5
MVA
6514
Mount Vernon Associates
Maryland
$126M +$13.2M +12% 56
GSPF
6515
Grafton Street Partners Fund
Florida
$126M +$6.68M +6% 13
SLFPAM
6516
St. Louis Financial Planners Asset Management
Missouri
$126M +$9.65M +8% 44
DWA
6517
Dougherty Wealth Advisers
Minnesota
$126M +$11.4M +10% 114
UPS
6518
UHLMANN PRICE SECURITIES
Illinois
$126M 178
MCM
6519
Magnolia Capital Management
New York
$126M +$6.6M +6% 71
NFA
6520
Northwest Financial Advisors
Virginia
$126M +$27.3M +28% 571
AAG
6521
Accordant Advisory Group
Maryland
$126M +$19.9M +19% 167
LFA
6522
Laraway Financial Advisors
Minnesota
$125M +$8.34M +7% 116
CP
6523
Catalys Pacific
Japan
$125M -$7.1M -5% 3
RCM
6524
Ridgepath Capital Management
Tennessee
$125M +$23.5M +23% 48
GA
6525
Gordian Advisors
Arizona
$125M +$21.6M +21% 41