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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
JWWM
5976
Johnson & White Wealth Management
Pennsylvania
$111M +$37.6M +52% 3.89% 76.5% 74 55.41%
SMF
5977
Sterling Manor Financial
New York
$110M -$8.07M -7% 3.3% 42.4% 31 41.94%
ACM
5978
Aquilo Capital Management
California
$110M -$70.1M -39% 8.42% 6.84% 13 7.69%
IVSFI
5979
IA Venture Strategies Fund II
New York
$110M -$68.7M -38% 3.72% 375% 3 33.33%
MFG
5980
Mainsail Financial Group
Washington
$110M +$3.55M +3% 2.07% 57.2% 53 20.75%
SAG
5981
Spotlight Asset Group
Illinois
$110M -$1.36M -1% 4.25% 253 4.74%
HWMT
5982
Heritage Wealth Management (Texas)
Texas
$110M -$2.8M -2% 3.17% 42.8% 28 17.86%
CWP
5983
Core Wealth Partners
California
$110M +$1.8M +2% 4.38% 63.8% 116 12.93%
KIA
5984
KLR Investment Advisors
Rhode Island
$110M -$11.4M -9% 1.14% 194 20.62%
GIM
5985
Guardian Investment Management
California
$110M -$7.5M -6% 2.82% 89.7% 55 3.64%
RP
5986
Riverwater Partners
Wisconsin
$110M -$2.85M -3% 1.26% 85.5% 216 26.85%
PWMG
5987
Pinnacle Wealth Management Group
Michigan
$110M -$4.54M -4% 3.86% 55.7% 105 19.05%
SWIM
5988
Smallwood Wealth Investment Management
New Jersey
$110M -$2.3M -2% 3.71% 67.4% 64 4.69%
IWP
5989
Invenio Wealth Partners
Florida
$110M +$21.6M +24% 2.16% 41.8% 95 30.53%
TNAM
5990
Terra Nova Asset Management
New York
$110M $0 0% 3.84% 128% 84 0%
RCM
5991
Rings Capital Management
Illinois
$110M +$3.25M +3% 6.06% 49.5% 5 0%
VAF
5992
Values Added Financial
District of Columbia
$110M +$2.98M +3% 4.23% 46.6% 86 15.12%
NMG
5993
New Millennium Group
Utah
$109M +$351K +0.3% 3.63% 176% 428 10.75%
KC
5994
Kenfarb & Co
Kentucky
$109M -$5.41M -5% 2.66% 216 2.31%
MA
5995
Mosaic Advisors
Texas
$109M -$25.1M -19% 4.26% 39.8% 20 40%
PU
5996
Petiole USA
New York
$109M +$7.06M +7% 1.49% 74.9% 41 14.63%
NFA
5997
Northern Financial Advisors
Michigan
$109M -$4.31M -4% 2.12% 85.8% 117 5.98%
QHA
5998
Quarry Hill Advisors
Minnesota
$109M -$1.68M -2% 2.2% 51.4% 40 2.5%
LFGH
5999
Lee Financial Group Hawaii
Hawaii
$109M -$479K -0.4% 3.11% 12.9% 31 6.45%
BPFA
6000
Barnes Pettey Financial Advisors
Mississippi
$109M -$6.72M -6% 3.59% 76% 101 5.94%