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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
UOMF
5751
University of Massachusetts Foundation
Massachusetts
$199M +$20.3M +11% 10.7% 53.6% 4 0%
PP
5752
PFS Partners
New Jersey
$199M +$9.5M +5% 4.34% 63.2% 525 19.24%
JWWM
5753
Johnson & White Wealth Management
Pennsylvania
$199M +$20.4M +11% 8.58% 76.5% 105 9.52%
MWM
5754
Maripau Wealth Management
Indiana
$199M +$24.3M +14% 9.78% 45% 171 28.07%
AIC
5755
Anthracite Investment Company
Texas
$198M +$18.8M +10% 27.8% 82 43.9%
UAM
5756
Unison Asset Management
Florida
$198M +$28.5M +17% 11.4% 84% 29 10.34%
MCM
5757
M1 Capital Management
Michigan
$198M +$38.5M +24% 10.3% 98 13.27%
IVGAI
5758
Index Venture Growth Associates III
Jersey
$198M +$108M +119% 123% 444% 2 0%
AWM
5759
Able Wealth Management
New Jersey
$198M +$28.8M +17% 7.52% 122 33.61%
CFG
5760
Cambridge Financial Group
Ohio
$198M -$32M -14% 11.8% 33 0%
ATIA
5761
American Trust Investment Advisors
New Hampshire
$198M -$41M -17% 14.3% 81.1% 101 19.8%
BIM
5762
Brentview Investment Management
Illinois
$198M +$10.1M +5% 10.5% 69 5.8%
JWM
5763
Jupiter Wealth Management
Colorado
$198M +$32.9M +20% 14.8% 85.9% 93 29.03%
DFS
5764
Dixon Fnancial Services
California
$198M +$13M +7% 7.81% 70% 41 9.76%
HAFS
5765
Hapanowicz & Associates Financial Services
Pennsylvania
$198M +$18.4M +10% 10.3% 58.5% 38 26.32%
HHWM
5766
Hiley Hunt Wealth Management
Nebraska
$198M +$14.6M +8% 6.85% 45 8.89%
MFA
5767
Millington Financial Advisors
Illinois
$198M +$35.2M +22% 11.5% 61% 106 20.75%
HWM
5768
Howard Wealth Management
Connecticut
$198M +$18.4M +10% 7.86% 60.3% 125 11.2%
CPSC
5769
Carl P. Sherr & Co
Massachusetts
$198M +$15M +8% 10.3% 61.4% 121 5.79%
HFO
5770
Heritage Family Offices
Arizona
$198M +$2.24M +1% 6.83% 181 2.21%
WDC
5771
Woodward Diversified Capital
California
$198M +$56.4M +40% 11.4% 107% 180 28.89%
CC
5772
Copperleaf Capital
North Carolina
$198M +$30.4M +18% 14.3% 102% 116 10.34%
TCM
5773
Tandem Capital Management
New Jersey
$198M +$18.7M +10% 16.4% 83.8% 119 10.92%
DC
5774
Darrow Company
Massachusetts
$198M +$18.2M +10% 7.02% 41.1% 52 3.85%
I
5775
Immersion
Florida
$197M +$34.6M +21% 9.81% 10 20%