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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
JIC
5101
Juniper Investment Company
New York
$222M -$31.4M -12% 10.7% 387% 12 0%
NCM
5102
NCM Capital Management
New Jersey
$222M +$450K +0.2% 0.74% 83.6% 176 6.25%
AP
5103
Affinity Partners
Florida
$222M -$38.7M -15% 14.8% 1 0%
RA
5104
Rockingstone Advisors
Massachusetts
$222M -$4.22M -2% 0.08% 101% 104 3.85%
PTEAP
5105
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$222M +$91.7M +70% 8.33% 12 16.67%
KNFPWM
5106
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$222M +$8.37M +4% 2.13% 73 6.85%
WIM
5107
Wittenberg Investment Management
Massachusetts
$222M -$32.9M -13% 1.25% 86.2% 77 7.79%
WIA
5108
Wealthedge Investment Advisors
New York
$222M -$163K -0.1% 3.43% 218 38.07%
BFS
5109
BridgePort Financial Solutions
Iowa
$222M +$802K +0.4% 0.61% 166 6.63%
CFA
5110
Camarda Financial Advisors
Florida
$222M -$44.5M -17% 1.63% 132% 124 44.35%
VW
5111
Veridan Wealth
Oregon
$221M +$7.83M +4% 6.8% 84 7.14%
SCM
5112
Spreng Capital Management
Ohio
$221M -$9M -4% 3.03% 72.5% 80 12.5%
HIM
5113
Harbour Investment Management
Washington
$221M -$6.93M -3% 0.46% 58.8% 101 7.92%
GL
5114
GHE LLC
Tennessee
$221M -$31.3M -12% 8.5% 188% 56 0%
AWM
5115
Act Wealth Management
Texas
$221M +$7.11M +3% 1.79% 66.7% 54 18.52%
RCM
5116
Raleigh Capital Management
North Carolina
$221M -$38.6M -15% 2.09% 71.8% 1,094 56.22%
EECFX
5117
EnCap Energy Capital Fund X
Texas
$221M +$27.6M +14% 14.3% 1 0%
CA
5118
Cumberland Advisors
Florida
$221M -$30.1M -12% 2.56% 73.5% 52 11.54%
IA
5119
IMZ Advisory
Florida
$220M +$1.28M +0.6% 3.13% 43 18.6%
MFC
5120
Mechanics Financial Corp
Ohio
$220M -$2.19M -1% 2.87% 65.2% 252 11.51%
TIA
5121
Tiemann Investment Advisors
California
$220M -$4.58M -2% 1.33% 64.1% 198 6.06%
PHAM
5122
Palisades Hudson Asset Management
Florida
$220M -$17M -7% 2.3% 53.9% 107 8.41%
AWMT
5123
AAFMAA Wealth Management & Trust
North Carolina
$220M -$7.88M -3% 1.99% 58.8% 79 17.72%
UWS
5124
Unique Wealth Strategies
Illinois
$220M -$9.82M -4% 1.34% 226 34.96%
NIWA
5125
New Insight Wealth Advisors
California
$220M +$20.6M +10% 4.94% 96 8.33%