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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
7051
JDH Wealth Management
California
$146M +$4.98M +4% 3.41% 52 3.85%
NLA
7052
Northern Lights Advisors
Washington
$146M 1.78% 54
WF
7053
WinCap Financial
Massachusetts
$146M +$926K +0.6% 3.63% 86 5.81%
AC
7054
Avant Capital
Louisiana
$146M +$3.52M +2% 1.25% 79 0%
MFG
7055
Menard Financial Group
Texas
$146M -$3.1M -2% 0.78% 105% 88 15.91%
KWM
7056
Koa Wealth Management
California
$146M +$10.8M +8% 4.69% 65 23.08%
D
7057
Dentgroup
Louisiana
$146M -$9.09M -6% 1.75% 53.6% 98 9.18%
HCM
7058
Helios Capital Management
Singapore
$146M -$1.86M -1% 0.81% 37 2.7%
MPIA
7059
Milestones Private Investment Advisors
New York
$145M -$976K -0.7% 1.95% 123 3.25%
DCM
7060
Davis Capital Management
Florida
$145M +$1.01M +0.7% 2.37% 663 16.29%
9C
7061
9823 Capital
Texas
$145M 5.84% 59
CSI
7062
Clark & Stuart Inc
Maine
$145M +$5.23M +4% 2.63% 55 12.73%
EL
7063
ES4 LLC
California
$145M 2.93% 32
SF
7064
Seek First
California
$145M +$6.02M +4% 4.98% 61 6.56%
CMMS
7065
Comprehensive Money Management Services
Florida
$145M +$3.76M +3% 2.63% 192 4.17%
SWM
7066
Seed Wealth Management
Illinois
$145M +$202K +0.1% 1.27% 58.4% 119 18.49%
PM
7067
Penbrook Management
New York
$145M +$1.75M +1% 5.36% 103% 109 15.6%
EI
7068
Ecofi Investissements
France
$145M +$61.7M +74% 0.82% 36 50%
AAG
7069
Accordant Advisory Group
Maryland
$145M -$2.08M -1% 8.7% 198 30.3%
TCCP
7070
Tide Cove Capital Partners
California
$145M +$14.9M +11% 0.96% 13 23.08%
BOM
7071
Bank of Marin
California
$145M +$3.05M +2% 3.35% 67.1% 135 7.41%
EB
7072
Exchange Bank
California
$145M +$499K +0.3% 3.47% 67.1% 126 5.56%
HA
7073
HC Advisors
Georgia
$145M +$2.21M +2% 2.66% 55.2% 62 4.84%
AF
7074
Amara Financial
California
$144M +$8.62M +6% 2.66% 48 6.25%
CPA
7075
Compass Planning Associates
Massachusetts
$144M +$35.3M +32% 1.25% 31 9.68%