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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
SV
4651
Sturgeon Ventures
United Kingdom
$173M +$12.6M +8% 3.4% 85.9% 46 10.87%
PCM
4652
Perkins Capital Management
Minnesota
$173M +$20M +13% 20.9% 303% 114 19.3%
FFG
4653
Fortem Financial Group
California
$173M +$5.76M +3% 12% 179% 473 66.81%
RW
4654
Rede Wealth
Virginia
$173M +$25.7M +17% 7.06% 80.5% 102 11.76%
FCCM
4655
First City Capital Management
Georgia
$173M +$16.3M +10% 7.63% 76.5% 173 10.98%
CPFP
4656
Clear Perspectives Financial Planning
Ohio
$173M +$14.8M +9% 2.58% 197 8.12%
DFA
4657
DHJJ Financial Advisors
Illinois
$173M +$13.5M +8% 6.01% 56.7% 109 7.34%
RWP
4658
Reliant Wealth Planning
Kentucky
$173M +$4.82M +3% 4.45% 35.1% 6 16.67%
IAMOG
4659
Investors Asset Management of Georgia
Georgia
$172M +$24.3M +16% 11.5% 113% 159 13.84%
KMWM
4660
Keudell/Morrison Wealth Management
Oregon
$172M +$14.8M +9% 7.95% 174 13.79%
CC
4661
Claybrook Capital
Massachusetts
$172M +$20.4M +13% 5.92% 7.15% 113 21.24%
GSC
4662
G&S Capital
Colorado
$172M +$4.6M +3% 7.97% 77.2% 120 31.67%
DA
4663
DCM Advisors
New York
$172M +$149K +0.1% 15.6% 90.4% 303 46.53%
DL
4664
DOHJ LLC
Washington
$172M +$2.54M +2% 3.69% 51.5% 101 24.75%
SAM
4665
Selway Asset Management
$172M +$7.63M +5% 10.6% 36.5% 78 15.38%
MVM
4666
Medicxi Ventures Management
Jersey
$172M -$365K -0.2% 3.96% 788% 5 0%
MMHP
4667
Murphy Middleton Hinkle & Parker
Georgia
$172M +$21.6M +14% 7.59% 61.7% 144 5.56%
CJA
4668
C-J Advisory
California
$172M +$11.2M +7% 4.04% 39.2% 35 17.14%
BIG
4669
Boothe Investment Group
Delaware
$172M +$26.7M +18% 9.04% 59.8% 39 35.9%
CWA
4670
Canvas Wealth Advisors
Kansas
$172M 3.3% 115% 113
ATIA
4671
American Trust Investment Advisors
New Hampshire
$171M +$9.89M +6% 10.4% 81.1% 85 15.29%
I2I
4672
Insight 2811 Inc
Illinois
$171M +$1.58M +0.9% 1.52% 22.2% 80 15%
BIMC
4673
Benson Investment Management Company
Virginia
$171M +$7.76M +5% 5.95% 91.6% 59 22.03%
KPWG
4674
KFA Private Wealth Group
Virginia
$171M +$13.9M +9% 5.96% 57.5% 78 12.82%
ONPI
4675
Owls Nest Partners IA
Pennsylvania
$171M +$6.24M +4% 9.84% 94.2% 14 7.14%