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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
RTM
7676
Red Tree Management
California
$112M +$2.8M +3% 5.38% 3 0%
JE
7677
Jacobs Equity
Utah
$112M +$7.93M +8% 0.27% 111 9.91%
SPWM
7678
Smith Partners Wealth Management
North Carolina
$112M +$2.93M +3% 0.79% 81 9.88%
OCA
7679
Odyssey Capital Advisors
Pennsylvania
$112M -$938K -0.8% 3.03% 99 9.09%
LMFP
7680
Larry Mathis Financial Planning
Arizona
$112M -$1.81M -2% 2.66% 177 23.16%
LP
7681
LB Partners
Virginia
$112M +$3.19M +3% 7.79% 39 38.46%
AFP
7682
ATLas Financial Planning
Georgia
$112M +$9.61M +9% 1.28% 69 8.7%
VPW
7683
Vericrest Private Wealth
Pennsylvania
$111M -$1.03M -0.9% 2.44% 47 17.02%
EGP
7684
Emergence GP Partners
California
$111M -$42.6M -28% 26.2% 4 0%
FA
7685
Fountainhead AM
New Jersey
$111M +$43.9M +65% 3% 65.6% 226 31.86%
BF
7686
Benchmark Financial
Delaware
$111M +$11.1M +11% 1.38% 53 11.32%
WWMP
7687
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$111M +$10.1M +10% 0.93% 130 33.08%
KSB
7688
Kennebec Savings Bank
Maine
$111M -$4.39M -4% 1.56% 256 5.47%
HCM
7689
Hestia Capital Management
Pennsylvania
$111M -$9.32M -8% 2.13% 25 44%
SWP
7690
Stone Wealth Partners
Louisiana
$111M -$958K -0.9% 0.75% 74 28.38%
NIM
7691
Niles Investment Management
Florida
$111M -$19.9M -15% 5.03% 34 67.65%
LIP
7692
Lynch Investment Planning
Pennsylvania
$111M +$6.91M +7% 1.7% 56 7.14%
AWS
7693
Alliance Wealth Strategies
Virginia
$111M +$4.67M +4% 0.22% 66 4.55%
RF
7694
Roxbury Financial
New Jersey
$111M -$235K -0.2% 0.82% 410 13.9%
FFG
7695
Fortune Financial Group
Florida
$111M +$9.4M +9% 0.08% 109 34.86%
CD
7696
Capital Developers
North Carolina
$111M -$538K -0.5% 0.54% 52 3.85%
D
7697
Drystone
Virginia
$111M -$303K -0.3% 0.19% 18 5.56%
FGC
7698
First Growth Capital
Maryland
$111M -$1.76M -2% 10.4% 131 9.16%
JMNC
7699
J. Mark Nickell & Co
Tennessee
$111M +$2.42M +2% 1.29% 33 12.12%
BI
7700
Bolthouse Investments
California
$111M -$1.87M -2% 0.1% 75 12%