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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
JFG
5226
JDM Financial Group
Texas
$259M +$1.77M +0.7% 1.23% 51.5% 321 23.68%
FC
5227
Financial Council
Maryland
$259M +$8.72M +3% 2.71% 80% 107 11.21%
PW
5228
Potentia Wealth
California
$259M -$13.9M -5% 2.73% 97 11.34%
BFA
5229
Bluestem Financial Advisors
Illinois
$259M +$73.4K +0% 1.03% 39.5% 34 14.71%
QP
5230
Quartz Partners
New York
$259M -$9.92M -4% 4.01% 192 25%
CC
5231
Colrain Capital
Massachusetts
$259M +$76.7M +42% 12.7% 27 22.22%
NAM
5232
NewGen Asset Management
Ontario, Canada
$259M +$96.6M +60% 0.27% 402% 42 73.81%
CCAM
5233
Codex Capital Asset Management
Texas
$259M -$16.6M -6% 5.3% 33 18.18%
HCM
5234
HMS Capital Management
Tennessee
$259M +$16.8M +7% 0.95% 130% 121 21.49%
BFP
5235
Beacon Financial Planning
Massachusetts
$258M +$50.8M +25% 1.68% 71.1% 76 32.89%
GWM
5236
Glass Wealth Management
Texas
$258M +$14.3M +6% 5.84% 68 17.65%
MCA
5237
Mendon Capital Advisors
Florida
$258M -$79.7M -24% 1.12% 74 40.54%
OFS
5238
OMC Financial Services
New York
$258M -$10.4M -4% 3.02% 66 3.03%
SI
5239
Stash Investments
New York
$258M +$8.43M +3% 1.55% 5 0%
T
5240
TrustBank
Illinois
$258M +$18.1M +8% 1.52% 166 23.49%
AWMT
5241
AAFMAA Wealth Management & Trust
North Carolina
$258M +$2.64M +1% 1.84% 58.8% 103 24.27%
CAG
5242
Carroll Advisory Group
Texas
$258M +$26.5M +11% 1.04% 76 15.79%
AC
5243
AMS Capital
Brazil
$257M -$989K -0.4% 13.9% 63.1% 16 18.75%
TC
5244
Towle & Co
Colorado
$257M -$121M -32% 16.1% 172% 68 55.88%
CCA
5245
Cruiser Capital Advisors
Connecticut
$257M +$139M +118% 8.77% 131% 60 23.33%
ACM
5246
ADW Capital Management
Florida
$257M +$123M +92% 6.57% 78.2% 12 66.67%
HC
5247
Hillman Company
Pennsylvania
$257M -$31.3M -11% 0.13% 134% 17 23.53%
GCCM
5248
Gate City Capital Management
Illinois
$257M +$26M +11% 13.2% 19 26.32%
EBWM
5249
Eagle Bluffs Wealth Management
Missouri
$257M +$9.96M +4% 3.61% 95.3% 82 4.88%
HFRG
5250
Houlihan Financial Resource Group
Virginia
$257M -$6.39M -2% 1.94% 50.6% 110 3.64%