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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
AIM
4576
Aspen Investment Management
Michigan
$327M -$5.24M -2% 0.85% 84.9% 182 8.79%
JAM
4577
JCIC Asset Management
Ontario, Canada
$326M -$401K -0.1% 1.09% 121 12.4%
RWM
4578
Reston Wealth Management
Virginia
$326M -$423K -0.1% 0.87% 60.7% 67 11.94%
JHWEPV
4579
J. H. Whitney Equity Partners VI
Connecticut
$326M -$220M -40% 33.7% 1 0%
ISFAN
4580
Investor's Fiduciary Advisor Network
Washington
$326M -$140M -30% 0.48% 313 26.52%
VSI
4581
Verde Servicos Internacionais
Brazil
$326M +$14.6M +5% 0.33% 120% 50 56%
BCM
4582
Boone Capital Management
Georgia
$326M +$7.8M +2% 3.12% 255% 19 52.63%
AFA
4583
Alpha Financial Advisors
North Carolina
$326M -$645K -0.2% 1.15% 30.8% 67 7.46%
CWM
4584
Core Wealth Management
Florida
$326M +$5.29M +2% 0.26% 41.1% 42 7.14%
ECH
4585
ER Collective Holdings
District of Columbia
$326M -$138M -30% 29.8% 1 0%
DCM
4586
DG Capital Management
New York
$326M +$98.3M +43% 5.74% 81.2% 28 35.71%
VC
4587
Veery Capital
Delaware
$326M +$267K +0.1% 1.66% 57.1% 102 13.73%
ST
4588
Somerset Trust
Pennsylvania
$326M -$814K -0.2% 1.47% 69.7% 185 8.65%
CCG
4589
Ceeto Capital Group
Florida
$326M -$16.8M -5% 2.9% 81.6% 190 15.79%
NAMM
4590
NorthStar Asset Management (Massachusetts)
Massachusetts
$326M -$61.4M -16% 4.81% 66.3% 90 6.67%
TC
4591
TFR Capital
Texas
$326M +$23.9M +8% 1.67% 171 10.53%
CPC
4592
Congress Park Capital
New York
$326M -$9.21M -3% 4.08% 95.6% 139 13.67%
CWM
4593
Chesapeake Wealth Management
Virginia
$326M -$10M -3% 1.29% 57.5% 168 11.31%
BWAM
4594
Boyd Watterson Asset Management
Ohio
$326M -$20.8M -6% 1.77% 82.4% 425 9.18%
SFMG
4595
Sage Financial Management Group
Virginia
$325M -$2.03M -0.6% 1.24% 47.3% 59 5.08%
MFA
4596
Morling Financial Advisors
California
$325M +$7.11M +2% 2.1% 87.8% 114 14.91%
KL
4597
Knox Lane
California
$325M $0 0% 7.71% 1 0%
DMC
4598
DSC Meridian Capital
New York
$325M -$55M -14% 7.47% 22 50%
WG
4599
Wellington Group
Indiana
$325M +$24.2M +8% 0.67% 458 27.29%
THCM
4600
Taylor Hoffman Capital Management
Virginia
$325M -$4.63M -1% 1.32% 120 5.83%