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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
JMF
5651
Johnson Midwest Financial
Iowa
$133M +$11M +9% 11% 58.6% 344 17.15%
WCH
5652
Willoughby Capital Holdings
Connecticut
$133M -$38.4M -22% 22.4% 1 0%
C
5653
Clearshares
New York
$133M $0 0% 4.13% 38 0%
TWP
5654
Transparent Wealth Partners
Arkansas
$133M 9.15% 28
SC
5655
Schiavi & Co
Delaware
$133M +$9.95M +8% 1.84% 33% 15 26.67%
FWM
5656
Fortress Wealth Management
California
$133M 5.35% 52.1% 56
MPW
5657
Melone Private Wealth
Michigan
$133M 3.75% 30.3% 59
MA
5658
McBroom & Associates
Nevada
$133M 15.3% 123% 30
BI
5659
Blooom Inc
Kansas
$133M +$12.2M +10% 16.2% 50 18%
RHCA
5660
Rosenthal Henry Capital Advisors
Indiana
$133M +$465K +0.4% 8% 61.7% 51 27.45%
CG
5661
Cynosure Group
Utah
$133M +$3.04M +2% 13.5% 48.9% 22 0%
MAM
5662
Marketfield Asset Management
New York
$133M +$6.16M +5% 10.7% 61.5% 39 12.82%
WF
5663
Williams Financial
Vermont
$133M +$17M +15% 2.54% 28.5% 37 21.62%
EW
5664
Element Wealth
Mississippi
$132M +$7.06M +6% 6.4% 44.8% 192 4.69%
TWM
5665
Tanager Wealth Management
United Kingdom
$132M 5.76% 48.1% 42
PWA
5666
Phoenix Wealth Advisors
North Carolina
$132M -$1.5M -1% 9.28% 55% 376 68.09%
CM
5667
CM Management
Florida
$132M -$1.72M -1% 0.55% 141% 103 27.18%
ICM
5668
Islay Capital Management
Texas
$132M +$2.33M +2% 7.39% 65.2% 335 28.96%
CNFG
5669
Creegan & Nassoura Financial Group
New Hampshire
$132M +$14.9M +13% 10% 52.6% 77 2.6%
JCA
5670
Jade Capital Advisors
New Jersey
$132M -$39M -23% 3.25% 28.9% 98 41.84%
LWP
5671
Laurel Wealth Planning
Minnesota
$132M +$8.11M +7% 5.54% 41.6% 229 10.04%
HM
5672
Heronetta Management
New York
$132M +$2.19M +2% 2.5% 64.4% 25 4%
RDIA
5673
RE Dickinson Investment Advisors
Iowa
$132M 6.55% 2.24% 305
PC
5674
Pavadi Capital
New York
$132M 10.3% 22
SFG
5675
Socha Financial Group
New York
$132M 8.68% 57.3% 17