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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
MIM
4951
Monashee Investment Management
Massachusetts
$107M -$112M -51% 40.6% 520% 170 86.47%
JWM
4952
JFG Wealth Management
Colorado
$107M -$2.94M -3% 3.47% 65.2% 18 44.44%
BWA
4953
Beam Wealth Advisors
Louisiana
$107M 5.04% 59.7% 149
NPP
4954
New Potomac Partners
Maryland
$107M +$7.2M +7% 8.28% 37.2% 140 5%
RAM
4955
RK Asset Management
Michigan
$107M +$3.99M +4% 7.85% 47.6% 19 5.26%
FL
4956
Fourthstone LLC
Missouri
$107M 9.22% 104% 31
LWM
4957
Lionsbridge Wealth Management
Florida
$107M 5.58% 66% 363
C
4958
Clearshares
New York
$107M +$5.23M +5% 4.75% 28 14.29%
JHCM
4959
Juniper Hill Capital Management
California
$107M 0.94% 33.6% 2
JA
4960
JVL Associates
Michigan
$107M -$15.4M -13% 8.97% 73.3% 41 2.44%
GPFA
4961
Game Plan Financial Advisors
Ohio
$107M 12.5% 98
LW
4962
LLR Walnut
Pennsylvania
$107M -$39.3M -27% 9.43% 2 0%
SCA
4963
Strategic Capital Advisers
Colorado
$107M +$16.8M +19% 6.39% 51.4% 86 38.37%
RHCA
4964
Rosenthal Henry Capital Advisors
Indiana
$107M +$10.4M +11% 9.91% 91.9% 69 7.25%
NR
4965
Newfound Research
Massachusetts
$107M -$7.36M -6% 6.34% 54.6% 240 9.58%
KFI
4966
Key Financial Inc
Pennsylvania
$107M 9.79% 55.5% 111
MAWCM
4967
Mine & Arao Wealth Creation & Management
California
$107M 9.13% 92% 239
HB
4968
Horizon Bancorp
Indiana
$107M 6.7% 33.4% 272
PIG
4969
Pantheon Investment Group
California
$106M 8.85% 75
AWM
4970
Aevitas Wealth Management
Massachusetts
$106M +$6.61M +7% 7.1% 36.4% 106 2.83%
NRCM
4971
Northern Right Capital Management
Connecticut
$106M +$30.9M +41% 17.9% 187% 27 51.85%
SC
4972
Spindletop Capital
New York
$106M -$1.17M -1% 10% 8 0%
CCMW
4973
Cypress Capital Management (Wyoming)
Wyoming
$106M +$20.8M +24% 8.73% 161% 221 28.96%
SWG
4974
Summit Wealth Group
Vermont
$106M 3.76% 53% 28
LF
4975
LifeSteps Financial
California
$106M 6.68% 88% 93