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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
UIA
7476
Ulland Investment Advisors
Minnesota
$125M -$7.9M -6% 2.88% 154% 233 8.58%
BW
7477
Blalock Williams
Alabama
$125M +$10.8M +9% 5.54% 146 16.44%
BDL
7478
Bey-Douglas LLC
Georgia
$125M -$9.59M -7% 5.9% 66 36.36%
ACM
7479
Appalachian Capital Management
Ohio
$125M 1.48% 42
JRFS
7480
James Reed Financial Services
Ohio
$125M +$13.2M +12% 1.18% 17 0%
MC
7481
Medici Capital
California
$125M -$14.1M -10% 10.6% 166% 33 57.58%
CPWL
7482
Coquina Private Wealth LLC
Florida
$125M 2% 90
SAM
7483
Sectoral Asset Management
Quebec, Canada
$125M -$37.3M -23% 15.3% 166% 88 22.73%
EV
7484
Eclipse Ventures
California
$125M 91.1% 1
PWP
7485
Phillips Wealth Planners
Mississippi
$125M +$4.19M +3% 2.88% 70% 215 19.07%
PA
7486
PW Advisors
Florida
$125M 1.26% 34
CWM
7487
ClientFirst Wealth Management
Arkansas
$125M -$391K -0.3% 0.28% 50 4%
NFP
7488
NorthLanding Financial Partners
New York
$125M +$4.71M +4% 1.59% 48.7% 43 4.65%
PCM
7489
Potomac Capital Management
New York
$124M 16.3% 73
JC
7490
JM2 Capital
Oklahoma
$124M 5.09% 110
1CM
7491
14B Capital Management
California
$124M -$46.5M -27% 6.39% 19 52.63%
MCFP
7492
Mallini Complete Financial Planning
Florida
$124M +$1.45M +1% 1.07% 62 8.06%
SA
7493
Sincerus Advisory
New York
$124M +$7.63M +7% 2.51% 74 5.41%
RG
7494
RHL Group
Michigan
$124M 1.14% 215
BC
7495
Barnett & Company
Tennessee
$124M -$5.16M -4% 1.71% 50.8% 83 6.02%
BAG
7496
Bauman Advisory Group
Nevada
$124M 2.63% 51
NI
7497
NCP Inc
California
$124M -$10.5M -8% 4.72% 163 68.71%
CDWM
7498
Campbell Deegan Wealth Management
Virginia
$124M +$11.9M +11% 1.78% 47 12.77%
RWJF
7499
Robert Wood Johnson Foundation
New Jersey
$124M -$487K -0.4% 0.35% 22.9% 2 0%
IP
7500
Integras Partners
Georgia
$124M +$9.53K +0% 2.05% 66 9.09%