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
PWM
4376
Prentice Wealth Management
New York
$221M +$10.9M +5% 101
P2P
4377
Phase 2 Partners
California
$220M -$11.5M -5% 34
JAM
4378
JCIC Asset Management
Ontario, Canada
$220M +$5.43M +3% 110
SRSA
4379
S.R. Schill & Associates
Washington
$220M +$4.58M +2% 83
AAI
4380
American Assets Inc
California
$220M +$13M +6% 10
TA
4381
TFG Advisers
Michigan
$220M +$13.2M +6% 199
FAM
4382
Frontier Asset Management
Wyoming
$220M +$8.41M +4% 58
VW
4383
Vance Wealth
California
$220M +$33.5M +18% 84
UOC
4384
University of Chicago
Illinois
$219M -$285K -0.1% 6
AFG
4385
Atomi Financial Group
New York
$219M +$40.2M +22% 290
PIP
4386
Peachtree Investment Partners
Florida
$219M +$59M +37% 111
TSS
4387
Thomas Story & Son
Indiana
$219M +$12.7M +6% 53
RLIM
4388
Red Lighthouse Investment Management
New York
$219M +$12.2M +6% 97
PGWM
4389
Parisi Gray Wealth Management
New Jersey
$219M +$58M +36% 102
CA
4390
Cumberland Advisors
Florida
$219M -$24.9M -10% 61
FSA
4391
Financial Sense Advisors
California
$219M -$476K -0.2% 99
SC
4392
Sawyer & Company
Massachusetts
$219M +$33M +18% 180
RI
4393
Rinkey Investments
California
$219M +$27.8M +15% 65
TWM
4394
TriaGen Wealth Management
California
$219M +$19.6M +10% 185
HS
4395
HighVista Strategies
Massachusetts
$219M +$95.8M +78% 163
OFG
4396
Omega Financial Group
California
$218M +$1.77M +0.8% 83
CCG
4397
Ceeto Capital Group
Florida
$218M +$17.6M +9% 165
FACM
4398
Forest Avenue Capital Management
Florida
$218M +$79.7M +58% 36
BOC
4399
Barbara Oil Co
Illinois
$218M +$9.5M +5% 84
GJIA
4400
Glass Jacobson Investment Advisors
Maryland
$218M 796