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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
UAM
5826
Unison Asset Management
Florida
$198M +$28.5M +17% 11.4% 81.4% 29 10.34%
MCM
5827
M1 Capital Management
Michigan
$198M +$38.5M +24% 10.3% 98 13.27%
IVGAI
5828
Index Venture Growth Associates III
Jersey
$198M +$108M +119% 123% 740% 2 0%
AWM
5829
Able Wealth Management
New Jersey
$198M +$28.8M +17% 7.52% 122 33.61%
CFG
5830
Cambridge Financial Group
Ohio
$198M -$32M -14% 11.8% 33 0%
ATIA
5831
American Trust Investment Advisors
New Hampshire
$198M -$41M -17% 14.3% 91% 101 19.8%
BIM
5832
Brentview Investment Management
Illinois
$198M +$10.1M +5% 10.5% 69 5.8%
JWM
5833
Jupiter Wealth Management
Colorado
$198M +$32.9M +20% 14.8% 99.2% 93 29.03%
DFS
5834
Dixon Fnancial Services
California
$198M +$13M +7% 7.81% 70% 41 9.76%
HAFS
5835
Hapanowicz & Associates Financial Services
Pennsylvania
$198M +$18.4M +10% 10.3% 58.5% 38 26.32%
HHWM
5836
Hiley Hunt Wealth Management
Nebraska
$198M +$14.6M +8% 6.85% 45 8.89%
MFA
5837
Millington Financial Advisors
Illinois
$198M +$35.2M +22% 11.5% 77.5% 106 20.75%
HWM
5838
Howard Wealth Management
Connecticut
$198M +$18.4M +10% 7.86% 60.3% 125 11.2%
CPSC
5839
Carl P. Sherr & Co
Massachusetts
$198M +$15M +8% 10.3% 68.8% 121 5.79%
HFO
5840
Heritage Family Offices
Arizona
$198M +$2.24M +1% 6.83% 181 2.21%
WDC
5841
Woodward Diversified Capital
California
$198M +$56.4M +40% 11.4% 107% 180 28.89%
CC
5842
Copperleaf Capital
North Carolina
$198M +$30.4M +18% 14.3% 102% 116 10.34%
TCM
5843
Tandem Capital Management
New Jersey
$198M +$18.7M +10% 16.4% 120% 119 10.92%
DC
5844
Darrow Company
Massachusetts
$198M +$18.2M +10% 7.02% 41.1% 52 3.85%
I
5845
Immersion
Florida
$197M +$34.6M +21% 9.81% 10 20%
IMC
5846
Inherent Management Corp
New York
$197M +$33M +20% 11.9% 11 9.09%
SCM
5847
Sterneck Capital Management
Missouri
$197M +$12.1M +7% 6.56% 61.5% 108 15.74%
CWP
5848
Core Wealth Partners
California
$197M +$25.1M +15% 9.49% 63.8% 188 17.55%
BFG
5849
Buttonwood Financial Group
Missouri
$197M +$26.4M +15% 10.5% 73.1% 32 18.75%
PK
5850
Pflug Koory
Nebraska
$197M +$17.4M +10% 4.7% 424 10.85%