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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
NPAN
7351
Northeast Planning Associates NH
New Hampshire
$142M +$23.7M +20% 12.9% 57 19.3%
AUIM
7352
Aegon USA Investment Management
Iowa
$141M -$5.33M -4% 1.75% 39.9% 45 8.89%
ACA
7353
Arsenal Capital Advisors
Pennsylvania
$141M 1.71% 98
JWM
7354
JP Wealth Management
South Carolina
$141M -$7.17M -5% 2.18% 16 6.25%
FCM
7355
Flagship Capital Management
Pennsylvania
$141M 5.56% 47
KOMWMG
7356
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$141M +$9.07M +7% 2.6% 60.2% 90 11.11%
LGM
7357
Lykos Global Management
Connecticut
$141M 14.3% 36
IUC
7358
Ivory Union Consulting
$141M 2.54% 4
JWM
7359
Jacksonville Wealth Management
Florida
$141M +$5.07M +4% 1.7% 77 15.58%
T
7360
Tableaux
Massachusetts
$141M -$109M -43% 3.86% 125 38.4%
PSC
7361
Piper Sandler & Co
Minnesota
$141M +$1.88M +1% 0.05% 0.04% 27 7.41%
BLFG
7362
Brian Low Financial Group
Louisiana
$141M +$12.2M +10% 3.24% 126 22.22%
PBRA
7363
Pine Brook Road Advisors
New York
$141M +$10.2M +8% 7.82% 1 0%
PIA
7364
Prakash Investment Advisors
Massachusetts
$141M -$7.46M -5% 1.22% 96 22.92%
SCM
7365
Segra Capital Management
Florida
$141M -$106M -43% 23.2% 37.2% 7 28.57%
BWMG
7366
Bannerman Wealth Management Group
Texas
$141M +$5.35M +4% 2.34% 34 11.76%
SHFA
7367
Sherrill & Hutchins Financial Advisory
Georgia
$141M +$2.99M +2% 1.24% 13 7.69%
DWM
7368
DeLarme Wealth Management
California
$141M 2.1% 62
IAG
7369
Ipsen Advisor Group
Arkansas
$141M +$1.72M +1% 2% 107 8.41%
BRIA
7370
Balanced Rock Investment Advisors
Massachusetts
$141M +$3.92M +3% 1.59% 97 6.19%
RAM
7371
Reflection Asset Management
South Carolina
$141M 3.45% 504
HB
7372
Hauser Brothers
Germany
$141M +$16.6M +13% 32% 6 33.33%
BCM
7373
Brightlight Capital Management
Connecticut
$141M -$24.6M -15% 4.35% 202% 10 10%
BC
7374
Bulwark Capital
Florida
$141M +$12.1M +9% 0.92% 103 8.74%
KCAM
7375
Kagan Cocozza Asset Management
New Jersey
$141M +$8.51M +6% 1.52% 64 4.69%