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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
JGIA
4551
Jackson Grant Investment Advisers
Connecticut
$215M +$2.63M +1% 4.57% 54.3% 480 17.29%
RF
4552
Robinswood Financial
Washington
$215M 2.52% 38.8% 231
ZIMP
4553
Zimmermann Investment Management & Planning
Pennsylvania
$215M +$23.6M +12% 7.93% 31.6% 123 23.58%
SC
4554
Schulhoff & Co
Ohio
$215M -$94K -0% 1.96% 51.8% 122 2.46%
PG
4555
Prostatis Group
Maryland
$215M +$25.5M +13% 4.78% 72.9% 253 62.45%
EML
4556
Eos Management LP
New York
$215M +$24.6M +13% 13.1% 152% 53 20.75%
SWMG
4557
Signature Wealth Management Group
Georgia
$215M +$3.92M +2% 1.51% 97 5.15%
CF
4558
Copperwynd Financial
Arizona
$215M +$18.9M +10% 7.84% 90% 152 22.37%
SCM
4559
Stonebridge Capital Management
California
$215M +$6.61M +3% 7.98% 90 5.56%
DK
4560
David Kennon
Florida
$215M +$9.77M +5% 3.99% 46.9% 33 21.21%
BTP
4561
Bloom Tree Partners
New York
$215M +$9.02M +4% 5.14% 20.4% 54 27.78%
LRIC
4562
Long Road Investment Counsel
Michigan
$215M +$6.96M +3% 6.54% 53.8% 69 4.35%
VCP
4563
Varenne Capital Partners
France
$215M -$83.9M -28% 4.01% 212% 14 57.14%
FC
4564
FACT Capital
New York
$215M +$29.5M +16% 13.3% 227% 17 41.18%
EWM
4565
Elmwood Wealth Management
California
$215M +$2.88M +1% 1.9% 37.6% 121 6.61%
RWM
4566
RBA Wealth Management
California
$214M +$13.6M +7% 7.53% 77.7% 96 9.38%
GWM
4567
Gitterman Wealth Management
New Jersey
$214M +$4.16M +2% 0.61% 33% 107 43.93%
CA
4568
Calton & Associates
Florida
$214M -$1.11M -0.5% 4.98% 73.9% 249 21.29%
ATC
4569
Adirondack Trust Company
New York
$214M +$16.6M +8% 7.52% 84.9% 497 9.86%
MWP
4570
Madison Wealth Partners
Wisconsin
$214M +$15.7M +8% 6.91% 66.9% 94 11.7%
ACM
4571
Avalon Capital Management
California
$214M +$18.7M +10% 8.56% 151% 60 23.33%
JWS
4572
Juncture Wealth Strategies
Arizona
$214M +$10.7M +5% 4.42% 71.5% 122 21.31%
CGFA
4573
Colton Groome Financial Advisors
North Carolina
$213M +$3.64M +2% 4.79% 59.3% 126 10.32%
CAM
4574
Clark Asset Management
New Hampshire
$213M +$46.1M +28% 5.09% 45.5% 82 29.27%
GWSA
4575
Global Wealth Strategies & Associates
Colorado
$213M +$19.4M +10% 4.39% 62.5% 363 12.67%