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
KPPF
6551
Klein Pavlis & Peasley Financial
California
$107M 73
EWM
6552
Echo Wealth Management
Minnesota
$107M +$14.3M +15% 44
O3W
6553
Omni 360 Wealth
New Jersey
$107M 96
PSB
6554
Piscataqua Savings Bank
New Hampshire
$107M -$7.6M -7% 358
PHIC
6555
Pine Haven Investment Counsel
Massachusetts
$107M +$10.5M +11% 107
NMM
6556
Naples Money Management
Florida
$107M 423
UID
6557
Union Investments & Development
Israel
$107M -$79M -43% 46
GC
6558
Glenorchy Capital
Australia
$107M 70
CP
6559
Catalys Pacific
Japan
$107M 3
GAA
6560
Guardian Asset Advisors
Pennsylvania
$107M 97
MGW
6561
MB Generational Wealth
Washington
$107M 48
AFG
6562
AFS Financial Group
Maryland
$107M -$39.9M -27% 99
RIA
6563
Richwood Investment Advisors
Ohio
$106M +$8.44M +9% 102
JCFM
6564
JBR Co Financial Management
Oklahoma
$106M 89
SHFA
6565
Sherrill & Hutchins Financial Advisory
Georgia
$106M 10
BCM
6566
BHZ Capital Management
California
$106M +$15M +16% 72
ADEF
6567
ABS Direct Equity Fund
Connecticut
$106M 43
MWM
6568
MY Wealth Management
Maryland
$106M +$5.66M +6% 30
MWM
6569
Melfa Wealth Management
Massachusetts
$106M +$14.2M +15% 147
WSL
6570
Western Standard LLC
California
$106M -$4.69M -4% 39
APW
6571
Aurora Private Wealth
New Jersey
$106M +$15.7M +17% 172
PWA
6572
Primoris Wealth Advisors
Florida
$106M +$23.3M +28% 93
OC
6573
Optimas Capital
Hong Kong
$106M -$39.7M -27% 59
LCM
6574
LRT Capital Management
Texas
$106M -$38.3M -27% 94
DG
6575
DMC Group
Alabama
$106M -$1.07M -1% 130