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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
FFP
7451
Frisco Financial Planning
Texas
$110M +$6.77M +7% 5.3% 20 0%
CWM
7452
Crowley Wealth Management
Delaware
$110M +$4.91M +5% 8.38% 429 8.86%
OWA
7453
ORBA Wealth Advisors
Illinois
$110M -$88.5M -45% 6.49% 111 42.34%
CM
7454
CM Management
Florida
$110M +$10.3M +10% 5.23% 110% 76 40.79%
CJ
7455
Caitlin John
Michigan
$110M +$7.79M +8% 9.14% 172 48.26%
RCWM
7456
Red Crane Wealth Management
California
$110M +$5.28M +5% 7.33% 70 18.57%
SA
7457
SRN Advisors
Pennsylvania
$110M +$20.7M +23% 27% 146% 102 6.86%
1M
7458
13D Management
New York
$110M -$3.8M -3% 8.69% 157% 22 13.64%
BAWC
7459
Boyce & Associates Wealth Consulting
Texas
$110M +$9.55M +10% 6.46% 50.7% 76 17.11%
TWA
7460
Talisman Wealth Advisors
New Jersey
$110M +$12.2M +12% 8.89% 70.8% 115 13.04%
PFW
7461
Petros Family Wealth
Minnesota
$109M +$19.1M +21% 12.9% 143 21.68%
NDWM
7462
New Dimensions Wealth Management
Texas
$109M +$9.44M +9% 6.61% 20 10%
OFI
7463
Outbound Financial Inc
Colorado
$109M 8.26% 42
APW
7464
Axim Planning & Wealth
Ohio
$109M -$3.4M -3% 8.21% 3.66% 79 53.16%
TF
7465
Telligent Fund
Hong Kong
$109M +$19.3M +21% 39.6% 41 51.22%
RC
7466
Rahlfs Capital
Texas
$109M +$9.34M +9% 8.28% 90 16.67%
QC
7467
Quantedge Capital
Singapore
$109M -$207M -65% 0.94% 110% 122 59.84%
SFP
7468
Sherwood Financial Partners
California
$109M +$6.1M +6% 7.03% 10 40%
D
7469
Drystone
Virginia
$109M +$9.24M +9% 11.9% 18 0%
RHIG
7470
R.H. Investment Group
Arizona
$109M +$5.13M +5% 0.14% 31 3.23%
NBWM
7471
North Berkeley Wealth Management
California
$109M +$13M +13% 7.89% 70 21.43%
JCM
7472
JS Capital Management
New York
$109M -$56.5M -34% 34.1% 52.4% 1 0%
CPA
7473
Compass Planning Associates
Massachusetts
$109M +$10M +10% 6.51% 131 5.34%
LSC
7474
Lesa Sroufe & Co
Washington
$109M +$8.66M +9% 11.8% 74 10.81%
SCM
7475
Stadium Capital Management
Connecticut
$109M -$521K -0.5% 1.82% 10.9% 10 40%