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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
ODE
7401
O'Domhnaill Enterprises
Wyoming
$124M +$17.3M +16% 10.3% 76 50%
NFP
7402
NorthLanding Financial Partners
New York
$124M -$503K -0.4% 0.95% 48.7% 41 0%
CRW
7403
Clarity Retirement & Wealth
Massachusetts
$124M +$10.4M +9% 2.27% 38 44.74%
WFA
7404
WJ Financial Advisors
Connecticut
$124M +$11.5M +10% 0.33% 129 11.63%
EWP
7405
E-Wealth Partners
Minnesota
$124M +$4.79M +4% 1.21% 60 11.67%
MP
7406
Marcho Partners
United Kingdom
$124M -$40.9M -25% 12% 112% 7 28.57%
ABG
7407
Ally Bridge Group
New York
$124M +$27.8M +29% 23.1% 942% 32 59.38%
VWM
7408
Vigil Wealth Management
Florida
$124M +$3.46M +3% 0.89% 80 10%
FLFS
7409
Family Legacy Financial Solutions
North Carolina
$124M -$6M -5% 3.92% 54 20.37%
PRTG
7410
Post Resch Tallon Group
New York
$124M +$5.33M +4% 0.35% 127 19.69%
EI
7411
EDMP Inc
Florida
$124M +$2.03M +2% 2.21% 68.1% 75 14.67%
TC
7412
Town Capital
Maryland
$124M +$1.44M +1% 1.52% 100 40%
IFO
7413
Intrepid Family Office
Florida
$124M +$7.59M +7% 4.52% 50 48%
RHDIC
7414
R.H. Dinel Investment Counsel
California
$124M -$12.8M -9% 3.94% 34.1% 41 4.88%
FC
7415
Farley Capital
New York
$123M -$11M -8% 13% 105% 19 15.79%
CPC
7416
Cadia Private Client
New Jersey
$123M -$2.76M -2% 2.43% 83 22.89%
FJWM
7417
Ferguson Johnson Wealth Management
Maryland
$123M +$2.98M +2% 0.22% 37 13.51%
PGWM
7418
Pitti Group Wealth Management
New York
$123M +$1.56M +1% 0.89% 62% 81 4.94%
DI
7419
DRH Investments
California
$123M +$14M +13% 4.58% 56.4% 18 27.78%
BCG
7420
Barington Capital Group
New York
$123M -$29.2M -19% 10.8% 55.3% 11 27.27%
GCM
7421
Gumshoe Capital Management
New York
$123M +$17.3M +16% 5.17% 9 55.56%
SPA
7422
Sound Portfolio Advisors
Connecticut
$123M +$4.05M +3% 0.65% 45 28.89%
KFG
7423
Kropog Financial Group
Louisiana
$123M -$6.01M -5% 2.8% 36 27.78%
CCM
7424
Cannon Capital Management
Utah
$123M +$9.38M +8% 2.31% 28 3.57%
MH
7425
Mishpacha Holdings
$123M +$3.39M +3% 6.67% 14 85.71%