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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
KF
7826
Kelsey Financial
California
$132M +$17.4M +15% 14.2% 68 11.76%
SGH
7827
Sivik Global Healthcare
Connecticut
$132M $0 0% 10.1% 53.8% 34 0%
NI
7828
Nest Investments
Pennsylvania
$132M +$8.59M +7% 5.41% 34 14.71%
FCM
7829
Floyd Capital Management
Texas
$132M +$122M +1,240% 14.8% 1 0%
NFGH
7830
Nan Fung Group Holdings
Hong Kong
$131M +$10.2M +8% 25.6% 281% 25 4%
WIM
7831
Waycross Investment Management
Washington
$131M +$26.6M +25% 8.66% 47.6% 59 25.42%
UAML
7832
US Asset Management LLC
Pennsylvania
$131M +$15.9M +14% 25.7% 122 12.3%
EWL
7833
Emissary Wealth LLC
New Jersey
$131M +$24.6M +23% 17.9% 65 20%
LMFP
7834
Larry Mathis Financial Planning
Arizona
$131M +$19.7M +18% 15.2% 196 43.88%
MWVC
7835
Morgens Waterfall Vintiadis & Co
New York
$131M +$50M +62% 52.7% 594% 22 54.55%
EWA
7836
Eagle Wealth Advisors
Connecticut
$131M +$22.7M +21% 36.3% 109 18.35%
IPS
7837
Investors Portfolio Services
Washington
$131M +$23.1M +21% 11.5% 821 33.25%
JRFS
7838
James Reed Financial Services
Ohio
$131M +$15.5M +13% 14% 19 10.53%
RIG
7839
Ramiah Investment Group
Wisconsin
$131M +$16.6M +14% 20.5% 55.3% 95 46.32%
ACM
7840
Anabranch Capital Management
Connecticut
$131M +$16M +14% 5.1% 139% 5 0%
CAM
7841
Chesapeake Asset Management
New York
$131M +$4.86M +4% 17.9% 153% 405 26.67%
FWA
7842
Fulcrum Wealth Advisors
Washington
$131M +$10.1M +8% 11.3% 91 31.87%
PCOTEOTHU
7843
Provident Company of the Employees of the Hebrew University
Israel
$131M +$67.4M +106% 48.8% 41 51.22%
GFA
7844
Godfrey Financial Associates
New York
$131M +$14.1M +12% 14.8% 1,138 6.68%
NFS
7845
NewCorp Financial Services
Georgia
$131M +$15.3M +13% 9.84% 55 10.91%
ACM
7846
Ativo Capital Management
Illinois
$131M +$15.6M +14% 6.84% 63.8% 60 15%
PAWC
7847
P.A.W. Capital
Connecticut
$131M +$5.56M +4% 46.2% 54.6% 72 20.83%
WHC
7848
Wulff, Hansen & Co
California
$130M +$32.6M +33% 14.1% 85.8% 110 11.82%
HGP
7849
Haven Global Partners
Georgia
$130M +$24.1M +23% 12.2% 9 22.22%
SCC
7850
Seal Cove Capital
California
$130M +$16.4M +14% 10.5% 20 60%