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
MLFP
3976
MPS Loria Financial Planners
Illinois
$222M -$16.5M -7% 85
LF
3977
Lantz Financial
Illinois
$222M -$24.2M -10% 185
CFG
3978
Compton Financial Group
Maryland
$222M -$20.7M -9% 35
BHWM
3979
Bay Harbor Wealth Management
Maryland
$222M -$25.9M -10% 213
SIM
3980
Sentry Investment Management
Wisconsin
$221M -$92.6M -29% 512
DI
3981
Disciplined Investments
Oklahoma
$221M -$19.2M -8% 1,743
GCCM
3982
Green Court Capital Management
Hong Kong
$221M +$43.8M +25% 2
NPT
3983
Nixon Peabody Trust
Massachusetts
$221M -$69.3M -24% 82
SHIM
3984
Stone House Investment Management
Pennsylvania
$221M -$72.4M -25% 52
BA
3985
Birinyi Associates
Connecticut
$221M -$69.1M -24% 64
ACM
3986
Anfield Capital Management
California
$221M -$52.5M -19% 108
HA
3987
Herold Advisors
New York
$221M -$60.1M -21% 725
SEEDPG
3988
S.E.E.D. Planning Group
New York
$221M -$13.7M -6% 96
EBT
3989
Enterprise Bank & Trust
Massachusetts
$221M -$33.8M -13% 98
JF
3990
JSF Financial
California
$221M -$14.3M -6% 125
FG
3991
Foundry Group
Colorado
$221M -$62.3M -22% 4
CFO
3992
Colony Family Offices
North Carolina
$221M +$12.2M +6% 76
RWA
3993
Redhawk Wealth Advisors
Minnesota
$221M -$156M -41% 218
BZWA
3994
Blue Zone Wealth Advisors
California
$221M -$47.6M -18% 106
SCM
3995
Stormborn Capital Management
Connecticut
$221M -$12.7M -5% 34
OFS
3996
OneAscent Financial Services
Alabama
$221M +$80.6M +58% 254
WCA
3997
Waypoint Capital Advisors
Minnesota
$220M +$50.2M +30% 146
AWM
3998
Aries Wealth Management
Maine
$220M -$10.8M -5% 233
MFGP
3999
Marshall Financial Group (Pennsylvania)
Pennsylvania
$220M -$30.7M -12% 58
HI
4000
Hoey Investments
Pennsylvania
$220M -$138M -39% 302