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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
JE
7601
Jacobs Equity
Utah
$112M +$7.93M +8% 111
SPWM
7602
Smith Partners Wealth Management
North Carolina
$112M +$2.93M +3% 81
OCA
7603
Odyssey Capital Advisors
Pennsylvania
$112M -$938K -0.8% 99
LMFP
7604
Larry Mathis Financial Planning
Arizona
$112M -$1.81M -2% 177
LP
7605
LB Partners
Virginia
$112M +$3.19M +3% 39
AFP
7606
ATLas Financial Planning
Georgia
$112M +$9.61M +9% 69
VPW
7607
Vericrest Private Wealth
Pennsylvania
$111M -$1.03M -0.9% 47
EGP
7608
Emergence GP Partners
California
$111M -$42.6M -28% 4
FA
7609
Fountainhead AM
New Jersey
$111M +$43.9M +65% 226
BF
7610
Benchmark Financial
Delaware
$111M +$11.1M +11% 53
WWMP
7611
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$111M +$10.1M +10% 130
KSB
7612
Kennebec Savings Bank
Maine
$111M -$4.39M -4% 256
SWP
7613
Stone Wealth Partners
Louisiana
$111M -$958K -0.9% 74
NIM
7614
Niles Investment Management
Florida
$111M -$8.99M -7% 33
CA
7615
Corecam AG
$111M +$11.7M +12% 74
LIP
7616
Lynch Investment Planning
Pennsylvania
$111M +$6.91M +7% 56
AWS
7617
Alliance Wealth Strategies
Virginia
$111M +$4.67M +4% 66
CMTU
7618
Capital Markets Trading (UK)
United Kingdom
$111M +$28.4M +34% 149
RF
7619
Roxbury Financial
New Jersey
$111M -$235K -0.2% 410
FFG
7620
Fortune Financial Group
Florida
$111M +$9.4M +9% 109
CD
7621
Capital Developers
North Carolina
$111M -$538K -0.5% 52
D
7622
Drystone
Virginia
$111M -$303K -0.3% 18
JMNC
7623
J. Mark Nickell & Co
Tennessee
$111M +$2.42M +2% 33
BI
7624
Bolthouse Investments
California
$111M -$1.87M -2% 75
MWP
7625
Momentum Wealth Planning
Florida
$111M -$17.3M -14% 47