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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
HPWM
7776
High Point Wealth Management
New Jersey
$104M -$2.9M -3% 276
ECP
7777
Elwood Capital Partners
New York
$104M -$13.4M -11% 32
MS
7778
Monetary Solutions
Ohio
$103M +$1.96M +2% 322
RI
7779
Ruggiero Investments
Florida
$103M -$7.34M -7% 88
CS
7780
Crescent Sterling
Louisiana
$103M +$5.79M +6% 83
TBFAI
7781
Three Bearings Fiduciary Advisors, Inc.
New Hampshire
$103M -$3.54M -3% 413
TFP
7782
Townsend Financial Planning
Kentucky
$103M +$3.4M +3% 29
MWM
7783
MY Wealth Management
Maryland
$103M -$11.4M -10% 38
DI
7784
Dalton Investments
Nevada
$103M -$31.4M -23% 21
SAM
7785
SVRN Asset Management
Texas
$103M -$18.1M -15% 43
ABLA
7786
Alan B. Lancz & Associates
Ohio
$103M -$10.8M -9% 141
GWL
7787
Generations Wealth LLC
Ohio
$103M +$5.26M +5% 30
VCM
7788
Vavra Capital Management
Pennsylvania
$103M +$1.06M +1% 24
1CP
7789
1015 Capital Partners
Pennsylvania
$103M +$1.03M +1% 641
CC
7790
Caspian Capital
New York
$103M -$48.4M -32% 12
FEM
7791
Fulcrum Equity Management
Texas
$103M -$1.76M -2% 152
PCM
7792
Park Capital Management
Wisconsin
$103M -$37M -27% 99
ES
7793
ETF Store
Kansas
$103M +$4.65M +5% 104
PWM
7794
Platt Wealth Management
California
$103M +$1.69M +2% 50
VFM
7795
Vision Financial Markets
Connecticut
$102M +$4.49M +5% 440
CIM
7796
Courant Investment Management
Tennessee
$102M -$8.19M -7% 7
F8IS
7797
Figure 8 Investment Strategies
Idaho
$102M -$9.92M -9% 64
HWA
7798
HighRoad Wealth Advisors
Oregon
$102M -$2.35M -2% 38
VR
7799
Valued Retirements
Texas
$102M +$41.8K +0% 99
PAS
7800
Parsonex Advisory Services
Colorado
$102M -$54.6M -35% 100