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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
HCM
7926
Hestia Capital Management
Pennsylvania
$111M -$9.32M -8% 2.13% 25 44%
SWP
7927
Stone Wealth Partners
Louisiana
$111M -$958K -0.9% 0.75% 74 28.38%
NIM
7928
Niles Investment Management
Florida
$111M -$19.9M -15% 5.03% 34 67.65%
LIP
7929
Lynch Investment Planning
Pennsylvania
$111M +$6.91M +7% 1.7% 56 7.14%
AWS
7930
Alliance Wealth Strategies
Virginia
$111M +$4.67M +4% 0.22% 66 4.55%
RF
7931
Roxbury Financial
New Jersey
$111M -$235K -0.2% 0.82% 410 13.9%
IWP
7932
Integrity Wealth Partners
California
$111M 3.47% 99
FFG
7933
Fortune Financial Group
Florida
$111M +$9.4M +9% 0.08% 109 34.86%
CD
7934
Capital Developers
North Carolina
$111M -$538K -0.5% 0.54% 52 3.85%
D
7935
Drystone
Virginia
$111M -$303K -0.3% 0.19% 18 5.56%
FGC
7936
First Growth Capital
Maryland
$111M -$1.76M -2% 10.4% 131 9.16%
JMNC
7937
J. Mark Nickell & Co
Tennessee
$111M +$2.42M +2% 1.29% 33 12.12%
BI
7938
Bolthouse Investments
California
$111M -$1.87M -2% 0.1% 75 12%
SC
7939
Shuttleworth & Co
Ohio
$111M +$1.16M +1% 0.33% 60 15%
FF
7940
Frankly Finances
Florida
$110M +$5.05M +5% 1.92% 65 4.62%
CWMP
7941
Clarion Wealth Managment Partners
Virginia
$110M +$2.31M +2% 0.07% 88 12.5%
MDA
7942
Minot DeBlois Advisors
Massachusetts
$110M -$1.14M -1% 1.39% 245 15.92%
CWMS
7943
CFG Wealth Management Services
Indiana
$110M +$537K +0.5% 0.12% 190 37.37%
CCI
7944
Credit Capital Investments
New Jersey
$110M +$3.97M +4% 10.5% 481% 51 43.14%
AC
7945
AWH Capital
Texas
$110M +$1.72M +2% 0.52% 183% 22 18.18%
NC
7946
nVerses Capital
Florida
$110M +$65.4M +146% 0.85% 496 89.72%
FA
7947
Forefront Analytics
Pennsylvania
$110M -$3.31M -3% 1% 50.9% 47 25.53%
PXPO
7948
Peak XV Partners Operations
Mauritius
$110M -$57.7M -34% 34.4% 1 0%
OWA
7949
OakTrust Wealth Advisors
Connecticut
$110M +$1.47M +1% 0.55% 72 11.11%
MCM
7950
Masterton Capital Management
New York
$110M -$33.6M -23% 0.17% 1.94% 28 53.57%