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
SR
6701
Summer Road
Florida
$149M +$18M +14% 25
ACM
6702
Ategra Capital Management
Virginia
$149M +$23.4M +19% 25
MCM
6703
MontVue Capital Management
Virginia
$149M +$8.68M +6% 66
CC
6704
Commons Capital
Massachusetts
$149M +$17.9M +14% 122
FLP
6705
Financial Life Planners
Arizona
$149M +$25.9M +21% 362
GA
6706
Gordian Advisors
Arizona
$149M +$9.08M +6% 49
VBCG
6707
Valley Brook Capital Group
Pennsylvania
$149M +$15.2M +11% 124
MFG
6708
Menard Financial Group
Texas
$149M -$19.6M -12% 99
JWM
6709
JP Wealth Management
South Carolina
$149M +$15M +11% 17
CA
6710
Cannon Advisors
North Carolina
$149M +$24.4M +20% 86
NA
6711
Nautilus Advisors
California
$149M +$12.2M +9% 176
TTIC
6712
Tower Trust & Investment Company
Iowa
$149M +$7.83M +6% 199
MBAM
6713
Mink Brook Asset Management
Florida
$148M +$33.2M +29% 52
TM
6714
TFJ Management
Massachusetts
$148M +$20.3M +16% 13
FH
6715
Financial Harvest
Florida
$148M +$14.6M +11% 60
SFG
6716
Synergy Financial Group
California
$148M +$12.5M +9% 117
BFM
6717
Broadview Financial Management
Wisconsin
$148M +$1.08M +0.7% 41
NSG
6718
Nalls Sherbakoff Group
Tennessee
$148M +$10.8M +8% 438
ACM
6719
Arthedge Capital Management
New York
$148M +$3.4M +2% 10
DWA
6720
Delos Wealth Advisors
Texas
$148M +$20.1M +16% 322
PWM
6721
Pinnacle Wealth Management
California
$148M +$28.6M +24% 47
AAM
6722
Alphadyne Asset Management
New York
$148M +$115M +350% 157
OC
6723
Oppenheimer & Close
New York
$148M +$17.5M +13% 60
CA
6724
Continental Advisors
Utah
$148M +$8.29M +6% 37
IAM
6725
Impala Asset Management
Florida
$148M +$3.28M +2% 29