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
TI
6701
TrueMark Investments
Illinois
$101M 99
OS
6702
Objectivity Squared
South Carolina
$101M 44
IPAM
6703
Investment Partners Asset Management
New Jersey
$101M 126
SRL
6704
Scientech Research LLC
New Jersey
$100M 310
CS
6705
Crescent Sterling
Louisiana
$100M +$5.73M +6% 77
KOMWMG
6706
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$100M +$3.19M +3% 68
PWS
6707
Physician Wealth Solutions
Nevada
$100M 37
NWM
6708
NRI Wealth Management
California
$100M 28
DWS
6709
Discipline Wealth Solutions
South Carolina
$100M 26
PWCM
6710
Processus Wealth & Capital Management
Tennessee
$100M 43
PWP
6711
PrairieView Wealth Partners
Illinois
$100M 17
LHWM
6712
Lake Hills Wealth Management
Texas
$99.9M +$1.13M +1% 46
LF
6713
LifePlan Financial
Minnesota
$99.8M 89
NC
6714
Napatree Capital
Rhode Island
$99.8M 117
HFS
6715
Hoge Financial Services
Pennsylvania
$99.7M 46
EFG
6716
Ehrlich Financial Group
California
$99.7M 94
GF
6717
Gimbal Financial
Indiana
$99.7M 41
AC
6718
AWH Capital
Texas
$99.6M -$12.7M -11% 29
GECH
6719
Garnet Equity Capital Holdings
New York
$99.6M -$8.75M -8% 27
MA
6720
Marquette Associates
Illinois
$99.5M 33
UIA
6721
Ulland Investment Advisors
Minnesota
$99.2M +$8.23M +9% 238
PFS
6722
Prospect Financial Services
New York
$99.2M 69
SWM
6723
Seed Wealth Management
Illinois
$99.1M +$10.1M +11% 157
LL
6724
LMDAGG LLC
California
$99.1M 1
SWMG
6725
Sard Wealth Management Group
Georgia
$99.1M 42