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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
JSMC
6026
Jess S. Morgan & Co
California
$96.4M -$41M -30% 14.5% 69.3% 47 29.79%
MP
6027
Marlowe Partners
New York
$96.4M -$37.6M -28% 21.9% 16.3% 8 12.5%
VBWMG
6028
Von Berge Wealth Management Group
California
$96.2M -$13.5M -12% 15.6% 60.5% 65 9.23%
SCM
6029
Saber Capital Management
North Carolina
$96.2M -$12.5M -11% 19.2% 19 31.58%
ACM
6030
Anabranch Capital Management
Connecticut
$96.2M -$49.4M -34% 26.9% 139% 7 0%
CCG
6031
Capital CS Group
California
$96.1M -$18.7M -16% 20.4% 22.5% 83 74.7%
HA
6032
Hofer & Associates
California
$96.1M -$17.5M -15% 14.3% 54.2% 52 5.77%
MWM
6033
Moulton Wealth Management
Washington
$96.1M $0 0% 8.44% 47.1% 17 0%
TC
6034
Tenret Company
Florida
$96M -$14.9M -13% 12.4% 32 18.75%
ICM
6035
Islay Capital Management
Texas
$96M -$24.2M -20% 11.7% 66.3% 342 33.04%
RF
6036
Robbins Farley
New Hampshire
$96M -$37M -28% 12.7% 98.2% 175 41.71%
LF
6037
LifeSteps Financial
California
$95.9M -$39.3M -29% 15.9% 88% 83 10.84%
SPAS
6038
Spectrum Planning & Advisory Services
California
$95.9M -$13.5M -12% 8.51% 49 26.53%
BIA
6039
Benchmark Investment Advisors
Illinois
$95.9M -$37.1M -28% 16.3% 155 45.16%
BW
6040
Basepoint Wealth
Iowa
$95.8M -$12.7M -12% 13% 113% 90 18.89%
DWM
6041
Denver Wealth Management
Colorado
$95.8M 14.3% 64.4% 53
LP
6042
Lloyd Park
Illinois
$95.6M +$4.95M +5% 16.4% 92 53.26%
AEPLI
6043
AH Equity Partners LSV II
California
$95.6M -$43.3M -31% 26.1% 4 0%
BAM
6044
Broadcrest Asset Management
Florida
$95.6M -$24.7M -21% 22.3% 54.1% 9 33.33%
NVPX
6045
Norwest Venture Partners XII
California
$95.6M -$60.9M -39% 18.2% 2 0%
FC
6046
Fore Capital
New York
$95.5M -$118M -55% 1.33% 25.4% 41 36.59%
GG
6047
Golden Green
South Carolina
$95.5M -$26.1M -21% 15.2% 92.4% 92 42.39%
5SA
6048
5th Street Advisors
Connecticut
$95.5M +$1.03M +1% 13.6% 47.5% 19 10.53%
MFS
6049
Monetta Financial Services
Illinois
$95.5M -$25.1M -21% 16.1% 275% 79 58.23%
NU
6050
Northwestern University
Illinois
$95.4M -$25.2M -21% 20.6% 31.6% 5 0%