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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
AWS
7676
Alliance Wealth Strategies
Virginia
$111M +$4.67M +4% 0.22% 66 4.55%
RF
7677
Roxbury Financial
New Jersey
$111M -$235K -0.2% 0.82% 410 13.9%
FFG
7678
Fortune Financial Group
Florida
$111M +$9.4M +9% 0.08% 109 34.86%
CD
7679
Capital Developers
North Carolina
$111M -$538K -0.5% 0.54% 52 3.85%
D
7680
Drystone
Virginia
$111M -$303K -0.3% 0.19% 18 5.56%
FGC
7681
First Growth Capital
Maryland
$111M -$1.76M -2% 10.4% 131 9.16%
JMNC
7682
J. Mark Nickell & Co
Tennessee
$111M +$2.42M +2% 1.29% 33 12.12%
BI
7683
Bolthouse Investments
California
$111M -$1.87M -2% 0.1% 75 12%
SC
7684
Shuttleworth & Co
Ohio
$111M +$1.16M +1% 0.33% 60 15%
FF
7685
Frankly Finances
Florida
$110M +$5.05M +5% 1.92% 65 4.62%
CWMP
7686
Clarion Wealth Managment Partners
Virginia
$110M +$2.31M +2% 0.07% 88 12.5%
MDA
7687
Minot DeBlois Advisors
Massachusetts
$110M -$1.14M -1% 1.39% 245 15.92%
CWMS
7688
CFG Wealth Management Services
Indiana
$110M +$537K +0.5% 0.12% 190 37.37%
CCI
7689
Credit Capital Investments
New Jersey
$110M +$3.97M +4% 10.5% 481% 51 43.14%
AC
7690
AWH Capital
Texas
$110M +$1.72M +2% 0.52% 139% 22 18.18%
NC
7691
nVerses Capital
Florida
$110M +$65.4M +146% 0.85% 496 89.72%
FA
7692
Forefront Analytics
Pennsylvania
$110M -$3.31M -3% 1% 33.5% 47 25.53%
PXPO
7693
Peak XV Partners Operations
Mauritius
$110M -$57.7M -34% 34.4% 1 0%
OWA
7694
OakTrust Wealth Advisors
Connecticut
$110M +$1.47M +1% 0.55% 72 11.11%
MCM
7695
Masterton Capital Management
New York
$110M -$33.6M -23% 0.17% 3.52% 28 53.57%
NA
7696
NWM Advisors
California
$110M -$5.15M -4% 4.66% 25 8%
NMC
7697
New Mountain Capital
New York
$110M -$50.7M -32% 31.6% 67.2% 1 0%
BCM
7698
Bond Capital Management
California
$110M -$7.62M -6% 4.19% 28.9% 4 0%
BAM
7699
Belleair Asset Management
Florida
$110M +$4.66M +4% 1.44% 83 12.05%
SHFG
7700
S Harris Financial Group
Texas
$110M +$5.22M +5% 1.53% 114 21.93%