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
SI
4176
SimpliFi Inc
California
$193M -$9.43M -5% 31
BZWA
4177
Blue Zone Wealth Advisors
California
$193M -$27.5M -12% 90
GAMC
4178
Garner Asset Management Corp
Texas
$193M -$41.7M -18% 178
NCG
4179
Newport Capital Group
New Jersey
$193M +$96.2M +99% 63
AIA
4180
Affinity Investment Advisors
California
$193M -$12.3M -6% 199
JHCM
4181
Juniper Hill Capital Management
California
$193M -$35.1M -15% 5
SWM
4182
Scissortail Wealth Management
Oklahoma
$193M -$67.2M -26% 149
MGB
4183
Mass General Brigham
Massachusetts
$192M -$21.5M -10% 3
EBT
4184
Enterprise Bank & Trust
Massachusetts
$192M -$28.5M -13% 92
BL
4185
BWCP LP
Texas
$192M +$6.46M +3% 22
LF
4186
Lantz Financial
Illinois
$192M -$29.4M -13% 176
DC
4187
DeDora Capital
California
$192M -$6.32M -3% 103
PWS
4188
Peloton Wealth Strategists
Indiana
$192M -$12.9M -6% 87
LFM
4189
Lumina Fund Management
New York
$192M -$8.3M -4% 77
SC
4190
Schulhoff & Co
Ohio
$192M -$22.2M -10% 118
TFCM
4191
Taylor Frigon Capital Management
Arizona
$192M -$280K -0.1% 89
SFCL
4192
Strengthening Families & Communities LLC
Massachusetts
$192M +$26.9M +16% 572
HC
4193
Hillman Company
Pennsylvania
$192M -$12.2M -6% 18
GTAM
4194
Global Trust Asset Management
Florida
$192M -$11.6M -6% 460
PP
4195
Prosperity Planning
Missouri
$191M -$4.2M -2% 104
ES
4196
Eagle Strategies
New York
$191M -$82.9M -30% 150
WWM
4197
Wiser Wealth Management
Georgia
$191M -$1.65M -0.9% 39
JGIA
4198
Jackson Grant Investment Advisers
Connecticut
$191M -$10.6M -5% 356
GCP
4199
Gill Capital Partners
Colorado
$191M -$36.2M -16% 129
QWM
4200
Quaker Wealth Management
New Jersey
$191M -$6.99M -4% 52