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
GWMI
6501
Guardian Wealth Management (Illinois)
Illinois
$150M +$423K +0.3% 231
RHDIC
6502
R.H. Dinel Investment Counsel
California
$150M +$3.47M +2% 42
EF
6503
Envision Financial
Wisconsin
$150M +$17.3M +13% 45
SMF
6504
Sterling Manor Financial
New York
$150M +$9.96M +7% 31
KPPF
6505
Klein Pavlis & Peasley Financial
California
$150M +$11M +8% 84
ULWM
6506
Upper Left Wealth Management
Florida
$150M +$10.4M +7% 65
AIM
6507
AHL Investment Management
Florida
$150M +$4.72M +3% 72
RB
6508
Renasant Bank
Mississippi
$150M -$1.16M -0.8% 164
AC
6509
ASB Consultores
Florida
$150M -$4.07M -3% 163
SI
6510
Sapience Investments
California
$150M +$9.76M +7% 93
LAM
6511
Lakewood Asset Management
Illinois
$150M +$1.52M +1% 104
BPFA
6512
Barnes Pettey Financial Advisors
Mississippi
$150M +$21.1M +16% 114
GC
6513
Gould Capital
Washington
$150M +$6.53M +5% 228
LG
6514
LAM Group
Oregon
$150M +$13.7M +10% 74
MG
6515
McHugh Group
Ohio
$150M +$17.4M +13% 72
KCM
6516
KRS Capital Management
Michigan
$150M +$23.9M +19% 111
OA
6517
Oceanside Advisors
South Carolina
$150M +$11.3M +8% 46
AL
6518
ACAS LLC
California
$149M +$17.8M +14% 94
TT
6519
TI-Trust
Illinois
$149M -$1.8M -1% 131
GWA
6520
Gutierrez Wealth Advisory
Arkansas
$149M +$26M +21% 63
IIL
6521
Insight Inv LLC
California
$149M +$3.72M +3% 136
PBK
6522
Peoples Bank (Kansas)
Kansas
$149M +$1.64M +1% 336
ZRP
6523
Zynergy Retirement Planning
New Jersey
$149M +$8.11M +6% 115
APW
6524
Atlantic Private Wealth
North Carolina
$149M +$13.7M +10% 253
FF
6525
Farrell Financial
New York
$149M +$11.7M +8% 68