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
EBT
4001
Enterprise Bank & Trust
Massachusetts
$221M -$33.8M -13% 98
JF
4002
JSF Financial
California
$221M -$14.3M -6% 125
FG
4003
Foundry Group
Colorado
$221M -$62.3M -22% 4
CFO
4004
Colony Family Offices
North Carolina
$221M +$12.2M +6% 76
RWA
4005
Redhawk Wealth Advisors
Minnesota
$221M -$156M -41% 218
BZWA
4006
Blue Zone Wealth Advisors
California
$221M -$47.6M -18% 106
SCM
4007
Stormborn Capital Management
Connecticut
$221M -$12.7M -5% 34
OFS
4008
OneAscent Financial Services
Alabama
$221M +$80.6M +58% 254
WCA
4009
Waypoint Capital Advisors
Minnesota
$220M +$50.2M +30% 146
AWM
4010
Aries Wealth Management
Maine
$220M -$10.8M -5% 233
MFGP
4011
Marshall Financial Group (Pennsylvania)
Pennsylvania
$220M -$30.7M -12% 58
HI
4012
Hoey Investments
Pennsylvania
$220M -$138M -39% 302
WCM
4013
Weik Capital Management
Pennsylvania
$219M -$34.1M -13% 111
SSI
4014
Scott & Selber Inc
Texas
$219M -$40.1M -15% 102
SCM
4015
Stonebridge Capital Management
California
$219M -$57.9M -21% 100
DIM
4016
Delta Investment Management
California
$219M -$118M -35% 157
SC
4017
Sagefield Capital
Texas
$219M -$9.57M -4% 170
SEP
4018
Southland Equity Partners
Missouri
$219M -$21.3M -9% 184
NFGCM
4019
Norman Fields Gottscho Capital Management
New York
$219M -$47.8M -18% 76
CFA
4020
CWS Financial Advisors
Michigan
$219M -$46.1M -17% 174
NFAM
4021
North Fourth Asset Management
New Jersey
$219M +$63.1M +41% 108
QT
4022
Quantamental Technologies
New York
$219M +$45.3M +26% 603
LWMG
4023
Levy Wealth Management Group
Pennsylvania
$219M -$22.3M -9% 81
LF
4024
LL Funds
Pennsylvania
$219M -$286M -57% 1
CWM
4025
Cedar Wealth Management
California
$218M -$28.8M -12% 384