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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
OM
6301
OV Management
Minnesota
$121M 13.9% 59
PAG
6302
Paladin Advisory Group
Iowa
$121M +$2.49M +2% 9.92% 53.3% 262 14.12%
MAM
6303
MWA Asset Management
Massachusetts
$121M +$17.5M +17% 14.6% 118 9.32%
SL
6304
SFM LLC
New Hampshire
$121M 10.3% 57
MMC
6305
Mainsail Management Company
Texas
$121M +$25.1M +26% 26.4% 55% 2 0%
PF
6306
Penney Financial
Texas
$121M 10.1% 31
DCI
6307
Data Collective IV
California
$121M +$15.2M +14% 16.5% 251% 5 0%
DM
6308
Diker Management
New York
$121M +$8.9M +8% 11.6% 151% 41 26.83%
RFA
6309
ROI Financial Advisors
Oregon
$121M 13% 62
SWIM
6310
Smallwood Wealth Investment Management
New Jersey
$121M +$11M +10% 10.2% 67.4% 66 7.58%
CPCP
6311
Cedar Point Capital Partners
Iowa
$121M 8.86% 50
CWM
6312
Cordatus Wealth Management
Pennsylvania
$121M +$11.4M +10% 11.1% 89.7% 60 10%
TIM
6313
Tikehau Investment Management
France
$121M -$2.07M -2% 14.7% 102% 15 0%
KCM
6314
Knoll Capital Management
Florida
$121M +$24.4M +25% 14.8% 269% 41 31.71%
MCM
6315
M28 Capital Management
Connecticut
$121M +$33.5M +38% 59.9% 219% 11 9.09%
KCS
6316
Koonce Calvin Scott
$121M +$26.4M +28% 28.1% 67.9% 2 0%
JWWM
6317
Johnson & White Wealth Management
Pennsylvania
$121M +$10.1M +9% 9.61% 76.5% 81 13.58%
SWM
6318
Schwallier Wealth Management
Michigan
$121M 6.69% 35
LI
6319
LHM Inc
Utah
$121M 11.9% 8
PBM
6320
Propel Bio Management
California
$121M 28.1% 34
DWMS
6321
Dominguez Wealth Management Solutions
Virginia
$121M +$12.3M +11% 8.31% 47.2% 59 6.78%
CI
6322
Carroll Investors
South Carolina
$121M +$7.76M +7% 22.1% 173% 31 41.94%
CAM
6323
Costello Asset Management
Pennsylvania
$121M +$11.7M +11% 7.76% 55% 200 11.5%
MSRI
6324
Michael S. Ryan Inc
New York
$121M +$15.8M +15% 9.96% 60.4% 51 5.88%
JFG
6325
JDM Financial Group
Texas
$121M +$12.1M +11% 11% 51.5% 211 1.42%