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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
JF
4151
JSF Financial
California
$221M -$14.3M -6% 14.8% 79% 125 32%
FG
4152
Foundry Group
Colorado
$221M -$62.3M -22% 19.8% 4 0%
CFO
4153
Colony Family Offices
North Carolina
$221M +$12.2M +6% 13.8% 49.6% 76 64.47%
RWA
4154
Redhawk Wealth Advisors
Minnesota
$221M -$156M -41% 11.4% 111% 221 34.84%
BZWA
4155
Blue Zone Wealth Advisors
California
$221M -$47.6M -18% 14.3% 78.3% 106 23.58%
OFS
4156
OneAscent Financial Services
Alabama
$221M +$80.6M +58% 10.9% 63.8% 254 54.72%
WCA
4157
Waypoint Capital Advisors
Minnesota
$220M +$50.2M +30% 14.8% 50.3% 146 42.47%
AWM
4158
Aries Wealth Management
Maine
$220M -$10.8M -5% 10.6% 75% 233 93.13%
MFGP
4159
Marshall Financial Group (Pennsylvania)
Pennsylvania
$220M -$30.7M -12% 15.2% 65.5% 58 8.62%
RWM
4160
Raffa Wealth Management
District of Columbia
$220M -$49.2M -18% 11.4% 35.8% 1,179 7.63%
WCM
4161
Weik Capital Management
Pennsylvania
$219M -$34.1M -13% 11.8% 66.9% 111 9.91%
SSI
4162
Scott & Selber Inc
Texas
$219M -$40.1M -15% 13.2% 187% 102 10.78%
SCM
4163
Stonebridge Capital Management
California
$219M -$57.9M -21% 12.2% 100 4%
DIM
4164
Delta Investment Management
California
$219M -$118M -35% 12.9% 65.8% 157 22.29%
SC
4165
Sagefield Capital
Texas
$219M -$9.57M -4% 6.49% 115% 170 28.82%
SEP
4166
Southland Equity Partners
Missouri
$219M -$21.3M -9% 12.6% 58.6% 184 16.3%
NFGCM
4167
Norman Fields Gottscho Capital Management
New York
$219M -$47.8M -18% 17% 94% 76 13.16%
CFA
4168
CWS Financial Advisors
Michigan
$219M -$46.1M -17% 16.2% 47.7% 174 18.39%
QT
4169
Quantamental Technologies
New York
$219M +$45.3M +26% 16.9% 24.2% 603 75.12%
LWMG
4170
Levy Wealth Management Group
Pennsylvania
$219M -$22.3M -9% 11.4% 21.1% 81 20.99%
LF
4171
LL Funds
Pennsylvania
$219M -$286M -57% 56.7% 96.9% 1 0%
CWM
4172
Cedar Wealth Management
California
$218M -$28.8M -12% 12.8% 68.1% 383 11.75%
TGM
4173
Tenzing Global Management
California
$218M -$60.3M -22% 25.2% 273% 15 20%
PH
4174
Pinnacle Holdings
Oklahoma
$218M -$36.2M -14% 9.78% 79.6% 272 29.78%
BAM
4175
Baldrige Asset Management
Pennsylvania
$218M -$26.4M -11% 12.4% 43.5% 333 9.61%