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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
JWM
4826
Jeppson Wealth Management
California
$168M +$17.8M +12% 5.38% 91.6% 145 10.34%
MA
4827
Menlo Advisors
California
$168M +$17.1M +11% 7.96% 81.9% 42 16.67%
SCM
4828
Salem Capital Management
Massachusetts
$168M +$10.5M +7% 10.2% 32.3% 76 14.47%
SPI
4829
Santori & Peters Inc
Pennsylvania
$168M -$10.3M -6% 4.89% 88% 82 35.37%
NFP
4830
Narus Financial Partners
Utah
$168M 0.96% 88.9% 107
VAM
4831
Verity Asset Management
North Carolina
$168M +$24.2M +17% 7.21% 79.7% 236 37.29%
MFGM
4832
Marshall Financial Group (Maryland)
Maryland
$167M +$14M +9% 3.41% 63.5% 137 13.14%
LC
4833
Landaas & Company
Wisconsin
$167M +$20.1M +14% 6.8% 60.3% 74 14.86%
HM
4834
Harvest Management
New York
$167M +$44.3M +36% 20.1% 610% 91 81.32%
SJL
4835
Shayne & Jacobs LLC
Tennessee
$167M +$13.8M +9% 9.39% 73.4% 35 5.71%
AFC
4836
AFT Forsyth & Company
Florida
$167M +$6.89M +4% 2.21% 135% 159 11.95%
CFG
4837
CMC Financial Group
Georgia
$167M +$39.4M +31% 2.67% 102% 33 45.45%
SWM
4838
Strategic Wealth Management
Washington
$167M +$3.87M +2% 1.3% 52.8% 75 20%
CL
4839
COWA LLC
Oklahoma
$167M +$35.3M +27% 8.18% 65.5% 424 25.94%
JPC
4840
Jabodon PT Co
Nevada
$166M +$1.98M +1% 1.82% 61.9% 33 69.7%
HHRDM
4841
H&H Retirement Design & Management
Nevada
$166M 3.05% 38.4% 45
EA
4842
Ellsworth Advisors
Ohio
$166M +$28.2M +20% 5.03% 123% 157 33.76%
MPCG
4843
Matrix Private Capital Group
New York
$166M +$26.8M +19% 7.67% 62.5% 247 14.17%
RS
4844
Retirement Solution
Washington
$166M +$14M +9% 4.58% 65.2% 42 19.05%
CP
4845
Columbus Point
United Kingdom
$166M +$13.6M +9% 1.12% 15 6.67%
MS
4846
Marshall & Sullivan
Washington
$166M +$5.3M +3% 4.27% 82% 65 40%
HVP
4847
Hudson Value Partners
Florida
$166M +$16.4M +11% 9.01% 124% 120 15.83%
FWM
4848
Filbrandt Wealth Management
Wisconsin
$166M +$9.05M +6% 8.91% 216 37.04%
APSI
4849
Asset Planning Services Inc
Louisiana
$166M +$9.38M +6% 7.68% 117% 43 11.63%
SIS
4850
Susquehanna International Securities
Ireland
$165M +$27.8M +20% 3.35% 2.8% 45 68.89%