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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
4801
Joule Financial
Kentucky
$194M +$7.79M +4% 2.87% 55.5% 111 18.92%
CCP
4802
Carmel Capital Partners
California
$194M +$24.9M +15% 7.46% 65.1% 485 15.46%
HFA
4803
Highland Financial Advisors
New Jersey
$194M +$9.81M +5% 4.65% 63.3% 46 8.7%
7CM
4804
7G Capital Management
New York
$194M +$25.1M +15% 13% 137% 9 0%
IAMOG
4805
Investors Asset Management of Georgia
Georgia
$194M +$6.58M +4% 6.17% 113% 172 4.07%
EF
4806
Exeter Financial
Arizona
$194M -$5.8M -3% 2.26% 50.4% 88 0%
JCM
4807
Jacobsen Capital Management
Utah
$194M +$7.21M +4% 6.18% 86.7% 78 19.23%
GA
4808
GoalVest Advisory
New York
$194M +$23.1M +14% 6.62% 86.8% 421 53.44%
NFP
4809
Narus Financial Partners
Utah
$194M +$9.08M +5% 5.09% 88.9% 126 16.67%
BFA
4810
Bill Few Associates
Pennsylvania
$193M +$13.5M +8% 7.15% 81.8% 139 8.63%
SCG
4811
Sonata Capital Group
Washington
$193M +$8.6M +5% 6.39% 57.4% 106 4.72%
OPL
4812
Orland Properties Ltd
British Virgin Islands
$193M +$2.91M +2% 10% 77.6% 14 14.29%
PFA
4813
Professional Financial Advisors
Nebraska
$193M +$24.1M +14% 6.98% 52.8% 86 41.86%
BWM
4814
Brown Wealth Management
Illinois
$193M 2.95% 44.4% 93
CH
4815
CVS Health
Rhode Island
$193M +$25.4M +15% 3.03% 48.7% 9 0%
3F
4816
360 Financial
Minnesota
$193M +$3.89M +2% 6.51% 82.5% 92 9.78%
AWC
4817
Abundance Wealth Counselors
Pennsylvania
$193M -$202M -51% 22.2% 94.7% 147 57.82%
AFG
4818
ABLE Financial Group
Arizona
$193M +$39.9M +26% 4.26% 57.8% 151 21.19%
SWM
4819
Seaside Wealth Management
California
$193M +$28.6M +17% 3.77% 53.4% 54 22.22%
VFM
4820
Valley Financial Management
New York
$193M +$31.4M +19% 4.49% 52 30.77%
SL
4821
SOF Ltd
Cayman Islands
$193M +$22.4M +13% 13.1% 42.3% 1 0%
IB
4822
Iyo Bank
Japan
$193M +$22M +13% 12.9% 125% 30 3.33%
AA
4823
Armor Advisors
New York
$193M +$5.54M +3% 4.24% 78.5% 16 25%
NC
4824
Nixon Capital
Texas
$193M +$22.8M +13% 10.7% 118% 24 12.5%
CCM
4825
Carmel Capital Management
California
$193M +$17.7M +10% 10.6% 265% 33 3.03%