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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
LDNAM
7226
Lepercq De Neuflize Asset Management
New York
$103M -$36.2M -26% 0.11% 16 25%
SPWM
7227
Spartan Planning & Wealth Management
North Carolina
$103M -$6.29M -6% 0.26% 84 38.1%
FFP
7228
Frisco Financial Planning
Texas
$103M +$1.97M +2% 0.53% 21 19.05%
MM
7229
Morangie Management
Florida
$103M -$21.9M -17% 13.7% 31 22.58%
DWM
7230
DKM Wealth Management
California
$103M -$2.38M -2% 2.19% 56 16.07%
SFP
7231
Sherwood Financial Partners
California
$103M +$2.28M +2% 0.3% 8 12.5%
ACMA
7232
Arbor Capital Management (Alaska)
Alaska
$103M +$1.41M +1% 0.38% 56.6% 102 4.9%
MADFP
7233
Michael A Dubis Financial Planning
Wisconsin
$103M -$400K -0.4% 0.73% 49 10.2%
GBFP
7234
Golden Bell Financial Planning
Georgia
$103M +$3.45M +3% 2.16% 35 5.71%
RM
7235
RCF Management
Colorado
$103M -$25.3M -20% 21.1% 1 0%
CFP
7236
Comprehensive Financial Planning
Pennsylvania
$103M -$15.6M -13% 4.35% 369 13.28%
SCM
7237
Stonepine Capital Management
Oregon
$103M -$21.1M -17% 3.86% 199% 75 42.67%
FLP
7238
Financial Life Planners
Arizona
$103M -$16.6M -14% 6% 402 80.1%
MHIP
7239
Mountain Hill Investment Partners
New Jersey
$102M +$4.19M +4% 4.39% 194 14.43%
NL
7240
NDWM LLC
California
$102M -$17.3M -14% 2.03% 36 22.22%
AAG
7241
Accordant Advisory Group
Maryland
$102M -$1.41M -1% 4.43% 157 17.2%
RF
7242
Roxbury Financial
New Jersey
$102M -$1.49M -1% 0.97% 403 17.62%
WN
7243
Williams & Novak
California
$102M -$1.53M -1% 0.04% 150 32%
ARA
7244
Alexander Randolph Advisory
Virginia
$102M -$5.73M -5% 1.05% 53 1.89%
CJ
7245
Caitlin John
Michigan
$102M -$49.3M -33% 0.53% 861 85.13%
KF
7246
K2 Financial
California
$102M +$1.3M +1% 0.62% 60 0%
NWA
7247
Navis Wealth Advisors
New York
$102M +$10.3M +11% 2.23% 142% 110 11.82%
NFP
7248
NorthLanding Financial Partners
New York
$102M +$2.73M +3% 0.72% 48.7% 40 15%
RWP
7249
Ridgeline Wealth Planning
Ohio
$102M -$2.73M -3% 2.7% 40 20%
CAG
7250
Centerpoint Advisory Group
Kansas
$102M -$1.71M -2% 3.74% 98 14.29%