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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
JWM
6926
JDH Wealth Management
California
$148M +$2.45M +2% 1.74% 54 5.56%
CWP
6927
Corepath Wealth Partners
Arizona
$148M -$848K -0.6% 1% 56% 42 2.38%
LC
6928
Lakehouse Capital
Australia
$148M +$9.58M +7% 21.6% 47.2% 14 14.29%
AWA
6929
Authentikos Wealth Advisory
California
$148M -$3.04M -2% 1.26% 27.1% 76 21.05%
JWM
6930
Jacksonville Wealth Management
Florida
$148M +$6.83M +5% 3.07% 79 20.25%
SRSA
6931
S.R. Schill & Associates
Washington
$148M +$6.41M +5% 1.91% 36.7% 31 25.81%
FWMM
6932
Foundation Wealth Management (Missouri)
Missouri
$148M -$3.91M -3% 2.92% 64% 45 11.11%
DG
6933
DMC Group
Alabama
$148M -$1.9M -1% 0.42% 99.2% 158 18.99%
MM
6934
MQS Management
New York
$148M -$21.6M -13% 2.17% 6.42% 615 77.72%
OCM
6935
Orleans Capital Management
Louisiana
$148M -$13.1M -8% 1.78% 67.9% 128 22.66%
SH
6936
SLT Holdings
Arizona
$148M -$7.61M -5% 5.94% 164 31.71%
1IA
6937
1620 Investment Advisors
Massachusetts
$148M -$2.19M -1% 4.32% 68.9% 675 6.67%
CWMS
6938
Cannon Wealth Management Services
North Carolina
$148M +$6.17M +4% 1.37% 89 11.24%
RSWA
6939
Robinson Smith Wealth Advisors
Maine
$148M +$1.38M +0.9% 1.18% 86 4.65%
NDBT
6940
North Dallas Bank & Trust
Texas
$148M -$5.56M -4% 1.37% 113 7.08%
NLA
6941
Northern Lights Advisors
Washington
$148M +$1.85M +1% 2.95% 57 5.26%
DCM
6942
Davis Capital Management
Florida
$148M +$2.25M +2% 1% 648 16.2%
WC
6943
Wynnefield Capital
New York
$148M -$30.3M -17% 7.54% 110% 12 25%
SFP
6944
SwitchPoint Financial Planning
Utah
$147M +$4.7M +3% 0.36% 65 6.15%
JWM
6945
JP Wealth Management
South Carolina
$147M +$6M +4% 3.49% 16 12.5%
CAM
6946
Campion Asset Management
Virginia
$147M +$3.4M +2% 2.22% 70.2% 83 4.82%
PSIWM
6947
Paradigm Strategies in Wealth Management
Minnesota
$147M -$4.97M -3% 0.56% 37.9% 57 17.54%
EW
6948
Entruity Wealth
California
$147M +$7.03M +5% 2.4% 47 6.38%
PWCM
6949
Processus Wealth & Capital Management
Tennessee
$147M -$4.4M -3% 1.92% 36 5.56%
SF
6950
Strategent Financial
Virginia
$147M -$10.8M -7% 1.53% 41 2.44%