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
PP
6601
Pearl Planning
Michigan
$164M 52
WFS
6602
Widmann Financial Services
Maryland
$163M +$4.43M +3% 120
DWM
6603
Daner Wealth Management
Georgia
$163M +$9.34M +6% 105
IJWM
6604
Inman Jager Wealth Management
Mississippi
$163M +$6.71M +4% 83
EFIC
6605
Eliot Finkel Investment Counsel
California
$163M -$3.06M -2% 33
FHC
6606
Fort Henry Capital
West Virginia
$163M +$5.82M +4% 17
EMB
6607
Elefante Mark B
$163M +$6.9M +4% 58
SCM
6608
Saxony Capital Management
Missouri
$163M +$11.5M +8% 187
BWM
6609
BCO Wealth Management
New Mexico
$163M +$11.5M +8% 41
PCP
6610
Panoramic Capital Partners
Oregon
$163M +$7.41M +5% 67
CCG
6611
Catalina Capital Group
California
$163M +$908K +0.6% 176
CRFG
6612
Columbia River Financial Group
Washington
$163M +$786K +0.5% 54
KCA
6613
Kastel Capital Advisors
Massachusetts
$163M 55
EFG
6614
Erickson Financial Group
Pennsylvania
$163M +$3.61M +2% 26
OO
6615
Obsido Oy
$163M +$12.5M +8% 20
LOIP
6616
Live Oak Investment Partners
Texas
$163M +$11.8M +8% 96
BFP
6617
Brewster Financial Planning
New York
$163M +$3.71M +2% 27
SLFPAM
6618
St. Louis Financial Planners Asset Management
Missouri
$163M +$7.6M +5% 52
ACM
6619
Arlington Capital Management
Illinois
$163M +$6.08M +4% 129
CIM
6620
Caldwell Investment Management
Ontario, Canada
$163M +$10.3M +7% 35
LAM
6621
Lummis Asset Management
Texas
$163M +$10.3M +7% 197
PFP
6622
Paragon Financial Partners
California
$163M +$4.13M +3% 77
EV
6623
EJMK Ventures
Illinois
$162M 175
S
6624
Steadtrust
Texas
$162M +$14.8M +10% 132
GC
6625
Gould Capital
Washington
$162M +$724K +0.4% 219