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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
JCM
7176
J2 Capital Management
Michigan
$133M +$7.44M +6% 6.39% 133 20.3%
FFA
7177
Fortune Financial Advisors
Kansas
$133M +$8.6M +7% 6.79% 76.8% 99 9.09%
LAS
7178
Legacy Advisory Services
Pennsylvania
$133M +$6.72M +5% 4.3% 51 11.76%
WCFP
7179
White & Co Financial Planning
Washington
$133M +$7.78M +6% 5.74% 19 0%
UIA
7180
Ulland Investment Advisors
Minnesota
$133M +$1.85M +1% 9.66% 154% 244 19.26%
AFA
7181
Avant Financial Advisors
Texas
$133M +$11.4M +9% 6.45% 65 1.54%
CPA
7182
Cathy Pareto & Associates
Florida
$133M +$11.5M +10% 8.13% 93 8.6%
BC
7183
Birchview Capital
Vermont
$132M +$31.8M +32% 34.9% 327% 79 22.78%
MWM
7184
MFG Wealth Management
Indiana
$132M +$13.7M +12% 11.8% 69 39.13%
KOMWMG
7185
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$132M +$6.11M +5% 8.03% 60.2% 90 12.22%
LAII
7186
LM Asset (IM) Inc
British Columbia, Canada
$132M +$24.5M +23% 20.8% 14 42.86%
TCM
7187
Tao Capital Management
California
$132M -$4.17M -3% 19.2% 314% 10 10%
TC
7188
Travelers Companies
Minnesota
$132M +$12.7M +11% 9.39% 2 50%
CWMS
7189
Cannon Wealth Management Services
North Carolina
$132M +$9.74M +8% 6.14% 86 11.63%
KCAM
7190
Kagan Cocozza Asset Management
New Jersey
$132M +$1.65M +1% 5.22% 62 3.23%
FDC
7191
Flight Deck Capital
California
$132M +$37.6M +40% 60% 379% 17 41.18%
OWM
7192
Orca Wealth Management
Florida
$132M +$13.3M +11% 11.2% 70 10%
OFG
7193
Opulen Financial Group
Virginia
$132M +$10M +8% 5.46% 108 9.26%
CP
7194
Clayton Partners
California
$132M +$12.8M +11% 12.4% 109% 41 21.95%
WF
7195
Womack Financial
Texas
$132M +$11.7M +10% 7.35% 68 4.41%
LFS
7196
Leibman Financial Services
Nebraska
$132M +$1.61M +1% 6.86% 53 16.98%
GCM
7197
GeoSphere Capital Management
Florida
$132M +$14.9M +13% 33% 446% 55 49.09%
WSA
7198
Warm Springs Advisors
California
$132M +$15.2M +13% 9.64% 50 16%
FB
7199
Finward Bancorp
Indiana
$132M +$5M +4% 8.8% 109 10.09%
CMU
7200
Carnegie Mellon University
Pennsylvania
$132M -$23M -15% 13.1% 61.6% 5 0%