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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
JHWEPV
6226
J.H. Whitney Equity Partners VII
Connecticut
$130M +$72.5M +125% 125% 407% 1 0%
FHWM
6227
Fox Hill Wealth Management
Massachusetts
$130M 12.3% 138
APS
6228
American Planning Services
Florida
$130M -$20.1M -13% 6.7% 23.8% 48 43.75%
RCF
6229
Rainwater Charitable Foundation
Texas
$130M +$9.4M +8% 10.2% 40.2% 6 50%
DC
6230
Darrow Company
Massachusetts
$130M +$16.1M +14% 8.23% 41.1% 40 32.5%
VBWMG
6231
Von Berge Wealth Management Group
California
$130M +$13.1M +11% 10.6% 60.5% 70 24.29%
JPC
6232
Jabodon PT Co
Nevada
$130M +$67.8M +109% 9.93% 61.9% 4 25%
CIM
6233
Caldwell Investment Management
Ontario, Canada
$130M +$27.3M +27% 18.1% 162% 38 47.37%
EA
6234
Echo45 Advisors
California
$130M +$12M +10% 7.63% 49.9% 48 8.33%
FPW
6235
Flagship Private Wealth
Massachusetts
$130M +$16.3M +14% 10.8% 62.7% 84 17.86%
PWA
6236
Pillar Wealth Advisors
Pennsylvania
$130M +$14.3M +12% 8.7% 21.9% 72 9.72%
PPA
6237
Painted Porch Advisors
California
$130M 7.88% 49
PMAM
6238
Penn Mutual Asset Management
Pennsylvania
$130M +$23.1M +22% 6.53% 28.7% 91 38.46%
WWM
6239
Westwood Wealth Management
California
$130M -$21.5M -14% 18.2% 425% 40 17.5%
BFM
6240
Broadview Financial Management
Wisconsin
$130M +$21.5M +20% 10.4% 52.4% 40 12.5%
ALWM
6241
Andrews Lucia Wealth Management
California
$130M +$13.3M +11% 10.8% 59.7% 29 13.79%
FWP
6242
Family Wealth Partners
North Carolina
$130M 7.34% 40
ICM
6243
Islay Capital Management
Texas
$129M +$10.1M +8% 10.1% 66.3% 245 22.86%
FRA
6244
FFG Retirement Advisors
Colorado
$129M +$8.89M +7% 8% 41.1% 47 27.66%
APC
6245
Asset Planning Corporation
Tennessee
$129M -$537K -0.4% 9.02% 44.5% 43 9.3%
FHC
6246
Fort Henry Capital
West Virginia
$129M +$12.4M +11% 9.36% 37% 15 6.67%
KFP
6247
Keener Financial Planning
Texas
$129M 11% 185
LAM
6248
LifePro Asset Management
California
$129M +$8.03M +7% 7.07% 49% 127 35.43%
PJWM
6249
Philip James Wealth Mangement
Georgia
$129M 7.23% 74
MFG
6250
Mainsail Financial Group
Washington
$129M +$18.8M +17% 9.99% 57.2% 52 7.69%