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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
CPP
5001
Capasso Planning Partners
South Carolina
$239M -$11.3M -5% 1.37% 51.6% 104 8.65%
PPA
5002
Painted Porch Advisors
California
$239M +$36.2M +18% 3.65% 581 25.3%
DIM
5003
DLK Investment Management
California
$239M -$366K -0.2% 0.37% 94 12.77%
VWM
5004
VCI Wealth Management
Missouri
$238M +$2.76M +1% 0.16% 111 30.63%
MFC
5005
Morris Financial Concepts
South Carolina
$238M +$5.12M +2% 1.67% 56.5% 200 9%
HAM
5006
Harmony Asset Management
Arizona
$238M -$14M -6% 3.02% 173 15.61%
IWP
5007
Invenio Wealth Partners
Florida
$238M -$582K -0.2% 1.19% 52% 105 19.05%
WE
5008
Wealth Effects
Massachusetts
$238M -$43.4M -15% 8.41% 202% 222 15.32%
JWM
5009
Jessup Wealth Management
Ohio
$238M +$3.35M +1% 5.31% 164% 86 33.72%
SEM
5010
Strategic Equity Management
Arizona
$238M +$501K +0.2% 4.09% 70.3% 64 26.56%
PPG
5011
Peak Planning Group
Colorado
$238M -$2.21M -0.9% 2.69% 105% 131 18.32%
PWM
5012
Penobscot Wealth Management
Maine
$238M +$20.8M +10% 0.39% 50.5% 94 24.47%
MAMU
5013
Myriad Asset Management US
Florida
$238M +$88.5M +59% 11.6% 75 100%
FWA
5014
Flagship Wealth Advisors
Massachusetts
$238M +$67.4M +40% 2.45% 396 8.08%
BAM
5015
Bayview Asset Management
Florida
$238M +$114M +92% 0.43% 55.4% 68 69.12%
MAM
5016
MMA Asset Management
Pennsylvania
$237M +$8.54M +4% 0.85% 54.3% 137 10.22%
OCM
5017
Orion Capital Management
California
$237M +$9.59M +4% 2.57% 75.3% 507 13.81%
SRC
5018
Stone Run Capital
New York
$237M -$17.2M -7% 0.7% 77.8% 72 13.89%
TI
5019
TTP Investments
California
$237M -$48.8M -17% 7.09% 197% 41 19.51%
IGYL
5020
I.G.Y. Ltd
United Kingdom
$237M -$2.81M -1% 0.63% 81.2% 3 0%
LIG
5021
Lokken Investment Group
Delaware
$237M +$5.61M +2% 0.91% 65.3% 149 18.12%
RF
5022
Rossby Financial
Florida
$237M +$75.5M +47% 0.17% 1,084 82.1%
BWM
5023
Biltmore Wealth Management
Arizona
$237M -$3.07M -1% 0.29% 55.6% 59 8.47%
TF
5024
Theory Financial
Colorado
$237M -$2.05M -0.9% 0.03% 54.5% 89 25.84%
RCM
5025
Rivermont Capital Management
New York
$237M -$28.5M -11% 1.78% 555% 23 39.13%