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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
EWM
5651
Endowment Wealth Management
Wisconsin
$226M +$8.46M +4% 1.51% 66.3% 172 16.28%
MWM
5652
MOKAN Wealth Management
Kansas
$226M +$499K +0.2% 1.05% 115 15.65%
RF
5653
Robbins Farley
New Hampshire
$226M +$5.39M +2% 1.27% 98.2% 150 7.33%
SONJCPFA
5654
State of New Jersey Common Pension Fund A
New Jersey
$226M -$44.1M -16% 14.8% 3 0%
PFA
5655
Peak Financial Advisors
Colorado
$226M +$3.25M +1% 5.59% 40.1% 100 43%
S
5656
ShariaPortfolio
Florida
$226M -$11.6M -5% 3.6% 233% 43 51.16%
HFO
5657
Heritage Family Offices
Arizona
$225M +$5.45M +2% 0.64% 244 36.89%
BCFD
5658
Boit C.F. David
$225M -$6.09M -3% 0.86% 75.4% 120 3.33%
KGP
5659
Keystone Global Partners
Colorado
$225M -$2.05M -0.9% 2.78% 58 10.34%
SFC
5660
SEG Family Corp
$225M -$157M -41% 31.8% 1 0%
WR
5661
WD Rutherford
Oregon
$225M -$14.2M -6% 1.58% 170% 81 22.22%
AWM
5662
Altus Wealth Management
Kentucky
$225M -$6.98M -3% 2.05% 68.8% 30 6.67%
NIA
5663
NIA Impact Advisors
California
$225M -$73M -25% 3.17% 111 28.83%
FCM
5664
Family Capital Management
Michigan
$225M -$220K -0.1% 2.82% 70.5% 107 9.35%
CCC
5665
Chelsea Counsel Company
California
$225M -$8.05M -3% 9.54% 106% 244 6.97%
BAM
5666
Ballast Asset Management
Texas
$225M +$13M +6% 8.12% 126% 53 3.77%
BMC
5667
Beaton Management Company
Massachusetts
$225M -$2.41M -1% 1.73% 95.9% 151 4.64%
PHM
5668
Prospect Hill Management
New Jersey
$224M -$23.1M -9% 9.17% 85.1% 14 7.14%
EAM
5669
Eukles Asset Management
Ohio
$224M -$32.9M -13% 1.26% 77.2% 254 15.75%
6F
5670
626 Financial
Michigan
$224M -$8.18M -4% 2.24% 71.3% 129 12.4%
TWA
5671
Tandem Wealth Advisors
Arizona
$224M +$1.26M +0.6% 0.21% 43.1% 49 8.16%
9FG
5672
93 Financial Group
Massachusetts
$224M -$5.37M -2% 1.42% 9 0%
CP
5673
CPV Partners
Connecticut
$224M -$8.6M -4% 0.02% 149% 4 0%
MCF
5674
MKA Charitable Fund
California
$224M -$27.7M -11% 6.96% 1 0%
KSWWM
5675
Keyes Stange & Wooten Wealth Management
Florida
$224M +$13M +6% 1.6% 79 17.72%