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
OS
6701
Objectivity Squared
South Carolina
$101M 44
IPAM
6702
Investment Partners Asset Management
New Jersey
$101M 126
SRL
6703
Scientech Research LLC
New Jersey
$100M 310
CS
6704
Crescent Sterling
Louisiana
$100M +$5.73M +6% 77
KOMWMG
6705
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$100M +$3.19M +3% 68
PWS
6706
Physician Wealth Solutions
Nevada
$100M 37
NWM
6707
NRI Wealth Management
California
$100M 28
DWS
6708
Discipline Wealth Solutions
South Carolina
$100M 26
PWCM
6709
Processus Wealth & Capital Management
Tennessee
$100M 43
PWP
6710
PrairieView Wealth Partners
Illinois
$100M 17
LHWM
6711
Lake Hills Wealth Management
Texas
$99.9M +$1.13M +1% 46
LF
6712
LifePlan Financial
Minnesota
$99.8M 89
NC
6713
Napatree Capital
Rhode Island
$99.8M 117
HFS
6714
Hoge Financial Services
Pennsylvania
$99.7M 46
EFG
6715
Ehrlich Financial Group
California
$99.7M 94
GF
6716
Gimbal Financial
Indiana
$99.7M 41
AC
6717
AWH Capital
Texas
$99.6M -$12.7M -11% 29
GECH
6718
Garnet Equity Capital Holdings
New York
$99.6M -$8.75M -8% 27
MA
6719
Marquette Associates
Illinois
$99.5M 33
UIA
6720
Ulland Investment Advisors
Minnesota
$99.2M +$8.23M +9% 238
PFS
6721
Prospect Financial Services
New York
$99.2M 69
SWM
6722
Seed Wealth Management
Illinois
$99.1M +$10.1M +11% 157
LL
6723
LMDAGG LLC
California
$99.1M 1
SWMG
6724
Sard Wealth Management Group
Georgia
$99.1M 42
PBT
6725
Pictet Bank & Trust
Bahamas
$98.7M +$5.56M +6% 43