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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
MFGM
4651
Marshall Financial Group (Maryland)
Maryland
$193M +$8.25M +4% 0.02% 63.5% 180 10.56%
DFA
4652
DHJJ Financial Advisors
Illinois
$193M +$3.89M +2% 1.08% 56.7% 127 6.3%
MAMNY
4653
Marathon Asset Management (New York)
New York
$193M -$36M -16% 3.79% 490% 32 31.25%
CAM
4654
Centre Asset Management
New York
$193M +$328K +0.2% 0.33% 45.3% 72 36.11%
VAM
4655
Velanne Asset Management
United Kingdom
$193M -$95.4M -33% 3.77% 29.6% 20 10%
IIM
4656
Ironwood Investment Management
Massachusetts
$193M -$5.14M -3% 2.75% 164% 175 2.86%
ACM
4657
ACT Capital Management
Pennsylvania
$193M -$1.65M -0.8% 9.63% 141 39.01%
CIM
4658
Chapman Investment Management
California
$193M +$12.5M +7% 1.34% 44% 45 13.33%
IAMOG
4659
Investors Asset Management of Georgia
Georgia
$192M +$6.52M +4% 1.77% 113% 173 5.2%
BFA
4660
Beacon Financial Advisory
Ohio
$192M +$6.28M +3% 0.57% 68.1% 237 8.86%
SWM
4661
Strategic Wealth Management
Washington
$192M +$7.04M +4% 2.08% 52.8% 74 9.46%
ISSM
4662
Invesco Senior Secured Management
New York
$192M -$60.5M -24% 3.13% 18.1% 16 12.5%
NCM
4663
Northwest Capital Management
Oregon
$192M +$14.7M +8% 0.34% 57% 98 13.27%
WC
4664
Weil Company
California
$192M -$5.71M -3% 1.03% 60.7% 154 14.94%
IMA
4665
Investment Management Associates
Colorado
$192M -$99K -0.1% 5.09% 51.6% 55 1.82%
SCM
4666
Stonehearth Capital Management
Massachusetts
$192M -$11.1M -5% 3.04% 80.7% 69 10.14%
RWM
4667
Reston Wealth Management
Virginia
$192M -$7.82M -4% 0.6% 60.7% 57 7.02%
SCP
4668
Seafarer Capital Partners
California
$192M -$15.6M -8% 6.9% 43% 4 0%
DA
4669
Dash Acquisitions
California
$192M +$16.4M +9% 1.19% 52% 41 24.39%
SWP
4670
ShoreHaven Wealth Partners
New Jersey
$192M +$5.86M +3% 0.84% 63.8% 55 14.55%
JWM
4671
Jeppson Wealth Management
California
$192M +$8.46M +5% 0.72% 91.6% 158 6.96%
PKC
4672
Palmer Knight Company
Florida
$192M +$9.66M +5% 1.23% 78.9% 29 10.34%
WS
4673
Wela Strategies
Georgia
$192M -$55.2M -22% 0.73% 51.3% 46 8.7%
MS
4674
Marshall & Sullivan
Washington
$192M +$11.4M +6% 0.24% 82% 41 7.32%
APWA
4675
Atlas Private Wealth Advisors
New Jersey
$191M +$6.66M +4% 1.51% 51.6% 837 11.59%