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
PHIC
6551
Pine Haven Investment Counsel
Massachusetts
$107M +$10.5M +11% 107
NMM
6552
Naples Money Management
Florida
$107M 423
UID
6553
Union Investments & Development
Israel
$107M -$79M -43% 46
GC
6554
Glenorchy Capital
Australia
$107M 70
CP
6555
Catalys Pacific
Japan
$107M 3
GAA
6556
Guardian Asset Advisors
Pennsylvania
$107M 97
MGW
6557
MB Generational Wealth
Washington
$107M 48
AFG
6558
AFS Financial Group
Maryland
$107M -$39.9M -27% 99
RIA
6559
Richwood Investment Advisors
Ohio
$106M +$8.44M +9% 102
JCFM
6560
JBR Co Financial Management
Oklahoma
$106M 89
SHFA
6561
Sherrill & Hutchins Financial Advisory
Georgia
$106M 10
BCM
6562
BHZ Capital Management
California
$106M +$15M +16% 72
ADEF
6563
ABS Direct Equity Fund
Connecticut
$106M 43
MWM
6564
MY Wealth Management
Maryland
$106M +$5.66M +6% 30
MWM
6565
Melfa Wealth Management
Massachusetts
$106M +$14.2M +15% 147
WSL
6566
Western Standard LLC
California
$106M -$4.69M -4% 39
APW
6567
Aurora Private Wealth
New Jersey
$106M +$15.7M +17% 172
PWA
6568
Primoris Wealth Advisors
Florida
$106M +$23.3M +28% 93
OC
6569
Optimas Capital
Hong Kong
$106M -$39.7M -27% 59
LCM
6570
LRT Capital Management
Texas
$106M -$38.3M -27% 94
DG
6571
DMC Group
Alabama
$106M -$1.07M -1% 130
CWMGP
6572
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$106M +$9.14M +9% 62
CPW
6573
Cove Private Wealth
New York
$106M 75
1WM
6574
1858 Wealth Management
Ohio
$105M 121
SGM
6575
Scalar Gauge Management
Texas
$105M 27