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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
7351
Jacksonville Wealth Management
Florida
$141M +$5.07M +4% 1.7% 77 15.58%
T
7352
Tableaux
Massachusetts
$141M -$109M -43% 3.86% 125 38.4%
PSC
7353
Piper Sandler & Co
Minnesota
$141M +$1.88M +1% 0.05% 0.04% 27 7.41%
BLFG
7354
Brian Low Financial Group
Louisiana
$141M +$12.2M +10% 3.24% 126 22.22%
PBRA
7355
Pine Brook Road Advisors
New York
$141M +$10.2M +8% 7.82% 1 0%
PIA
7356
Prakash Investment Advisors
Massachusetts
$141M -$7.46M -5% 1.22% 96 22.92%
SCM
7357
Segra Capital Management
Florida
$141M -$106M -43% 23.2% 37.2% 7 28.57%
BWMG
7358
Bannerman Wealth Management Group
Texas
$141M +$5.35M +4% 2.34% 34 11.76%
SHFA
7359
Sherrill & Hutchins Financial Advisory
Georgia
$141M +$2.99M +2% 1.24% 13 7.69%
DWM
7360
DeLarme Wealth Management
California
$141M 2.1% 62
IAG
7361
Ipsen Advisor Group
Arkansas
$141M +$1.72M +1% 2% 107 8.41%
BRIA
7362
Balanced Rock Investment Advisors
Massachusetts
$141M +$3.92M +3% 1.59% 97 6.19%
RAM
7363
Reflection Asset Management
South Carolina
$141M 3.45% 504
HB
7364
Hauser Brothers
Germany
$141M +$16.6M +13% 32% 6 33.33%
BCM
7365
Brightlight Capital Management
Connecticut
$141M -$24.6M -15% 4.35% 202% 10 10%
BC
7366
Bulwark Capital
Florida
$141M +$12.1M +9% 0.92% 103 8.74%
KCAM
7367
Kagan Cocozza Asset Management
New Jersey
$141M +$8.51M +6% 1.52% 64 4.69%
ICM
7368
Isabella Capital Management
$141M 0.13% 8
PHIC
7369
Pine Haven Investment Counsel
Massachusetts
$141M +$2.09M +2% 2.48% 72.1% 121 7.44%
PWA
7370
Perspective Wealth Advisors
Colorado
$140M 1.39% 55
BCP
7371
Breakout Capital Partners
New York
$140M -$16.6M -11% 0.18% 8 12.5%
AWA
7372
Arbor Wealth Advisors
Michigan
$140M +$6.39M +5% 2.36% 58 8.62%
EW
7373
Entruity Wealth
California
$140M +$11.5M +9% 5.41% 45 6.67%
BCI
7374
Blue Capital Inc
Nebraska
$140M +$5.67M +4% 5.81% 109 44.04%
CCA
7375
Cottonwood Capital Advisors
Utah
$140M +$2.99M +2% 1.3% 78.3% 89 2.25%