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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
IVGAI
5826
Index Venture Growth Associates III
Jersey
$198M +$108M +119% 123% 740% 2 0%
AWM
5827
Able Wealth Management
New Jersey
$198M +$28.8M +17% 7.52% 122 33.61%
CFG
5828
Cambridge Financial Group
Ohio
$198M -$32M -14% 11.8% 33 0%
ATIA
5829
American Trust Investment Advisors
New Hampshire
$198M -$41M -17% 14.3% 91% 101 19.8%
BIM
5830
Brentview Investment Management
Illinois
$198M +$10.1M +5% 10.5% 69 5.8%
JWM
5831
Jupiter Wealth Management
Colorado
$198M +$32.9M +20% 14.8% 99.2% 93 29.03%
DFS
5832
Dixon Fnancial Services
California
$198M +$13M +7% 7.81% 70% 41 9.76%
HAFS
5833
Hapanowicz & Associates Financial Services
Pennsylvania
$198M +$18.4M +10% 10.3% 58.5% 38 26.32%
HHWM
5834
Hiley Hunt Wealth Management
Nebraska
$198M +$14.6M +8% 6.85% 45 8.89%
MFA
5835
Millington Financial Advisors
Illinois
$198M +$35.2M +22% 11.5% 77.5% 106 20.75%
HWM
5836
Howard Wealth Management
Connecticut
$198M +$18.4M +10% 7.86% 60.3% 125 11.2%
CPSC
5837
Carl P. Sherr & Co
Massachusetts
$198M +$15M +8% 10.3% 68.8% 121 5.79%
HFO
5838
Heritage Family Offices
Arizona
$198M +$2.24M +1% 6.83% 181 2.21%
WDC
5839
Woodward Diversified Capital
California
$198M +$56.4M +40% 11.4% 107% 180 28.89%
CC
5840
Copperleaf Capital
North Carolina
$198M +$30.4M +18% 14.3% 102% 116 10.34%
TCM
5841
Tandem Capital Management
New Jersey
$198M +$18.7M +10% 16.4% 120% 119 10.92%
DC
5842
Darrow Company
Massachusetts
$198M +$18.2M +10% 7.02% 41.1% 52 3.85%
I
5843
Immersion
Florida
$197M +$34.6M +21% 9.81% 10 20%
IMC
5844
Inherent Management Corp
New York
$197M +$33M +20% 11.9% 11 9.09%
SCM
5845
Sterneck Capital Management
Missouri
$197M +$12.1M +7% 6.56% 61.5% 108 15.74%
CWP
5846
Core Wealth Partners
California
$197M +$25.1M +15% 9.49% 63.8% 188 17.55%
BFG
5847
Buttonwood Financial Group
Missouri
$197M +$26.4M +15% 10.5% 73.1% 32 18.75%
PK
5848
Pflug Koory
Nebraska
$197M +$17.4M +10% 4.7% 424 10.85%
KFS
5849
Kaizen Financial Strategies
California
$197M +$23.5M +14% 13.3% 116% 159 18.24%
CRC
5850
Catawba River Capital
South Carolina
$197M +$32.3M +20% 15.9% 89.5% 21 23.81%