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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
CWM
5726
Concentrum Wealth Management
California
$112M -$2.9M -3% 1.44% 145% 64 18.75%
JRCM
5727
Jones Road Capital Management
New York
$112M -$32.1M -22% 10.5% 82.5% 55 29.09%
AA
5728
Atmos Advisory
Pennsylvania
$112M +$6.51M +6% 5.41% 30.2% 26 26.92%
BWA
5729
Boulder Wealth Advisors
Colorado
$112M 5.58% 135
RHDIC
5730
R.H. Dinel Investment Counsel
California
$112M +$11.3M +11% 12.4% 34.1% 51 0%
DRD
5731
Dennis R. Delaney
$112M +$7.57M +7% 11.5% 57% 53 7.55%
HFP
5732
Holistic Financial Partners
Indiana
$112M +$10.7M +11% 9.18% 95.7% 99 13.13%
EA
5733
Echo45 Advisors
California
$112M +$13M +13% 5.4% 49.9% 56 35.71%
RHCA
5734
Rosenthal Henry Capital Advisors
Indiana
$112M +$4.23M +4% 6.1% 61.7% 50 20%
ECM
5735
EMC Capital Management
Texas
$111M +$3.35M +3% 6.56% 88% 313 16.93%
DAM
5736
Diamant Asset Management
Connecticut
$111M +$8.32M +8% 9.52% 63.6% 64 4.69%
FC
5737
Family CFO
California
$111M +$17M +18% 7.78% 84% 57 3.51%
BFM
5738
Broadview Financial Management
Wisconsin
$111M +$11.5M +11% 9.43% 41.8% 43 9.3%
VBWMG
5739
Von Berge Wealth Management Group
California
$111M +$17M +18% 8.74% 60.5% 66 15.15%
BDAM
5740
Blue Door Asset Management
Connecticut
$111M +$29.4M +36% 13.3% 77.3% 23 43.48%
KCMRT
5741
Kemper Corp Master Retirement Trust
Illinois
$111M +$3.58M +3% 3.33% 21.9% 2 0%
4FG
5742
4Thought Financial Group
New York
$111M +$9.3M +9% 5.71% 31% 93 5.38%
FF
5743
Financial Futures
New Jersey
$111M +$6.47M +6% 5.71% 45% 52 17.31%
FLC
5744
Fifth Lane Capital
Texas
$111M -$80.9M -42% 13.3% 92% 291 59.11%
MVPGP
5745
Magma Venture Partners General Partner
Israel
$111M -$21.8M -16% 0.23% 107% 3 0%
CAM
5746
Costello Asset Management
Pennsylvania
$111M +$4.94M +5% 13.4% 55% 224 5.8%
EV
5747
Eclipse Ventures
California
$111M -$157M -59% 34.7% 3 0%
ILCM
5748
Ivy Lane Capital Management
Florida
$111M +$8.41M +8% 7.19% 97.3% 14 57.14%
AWMT
5749
AAFMAA Wealth Management & Trust
North Carolina
$111M -$25M -18% 9.79% 58.8% 62 17.74%
PPWM
5750
Paragon Private Wealth Management
Kentucky
$111M +$8.05M +8% 8.05% 64.9% 131 10.69%