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
CJA
4551
C-J Advisory
California
$160M +$22.9M +17% 31
HWM
4552
Howard Wealth Management
Connecticut
$160M +$20.1M +14% 123
WCG
4553
Weaver Consulting Group
California
$160M -$13.3M -8% 1,033
AFT
4554
Alpha Family Trust
California
$160M 17
ICM
4555
IMS Capital Management
Oregon
$160M +$21.4M +15% 140
WC
4556
Wealth CMT
New Jersey
$160M +$25.6M +19% 19
LF
4557
Lantz Financial
Illinois
$160M +$11.6M +8% 129
BKA
4558
Brick & Kyle Associates
Pennsylvania
$160M +$15.6M +11% 60
MHR
4559
Matthew Hamilton Rosenberg
$160M +$24.1M +18% 550
KCMRT
4560
Kemper Corp Master Retirement Trust
Illinois
$160M -$9.42M -6% 37
FCCPG
4561
FountainVest China Capital Partners GP3
Cayman Islands
$160M -$14.2M -8% 1
AFC
4562
AFT Forsyth & Company
Florida
$160M +$25.5M +19% 152
PBT
4563
Pictet Bank & Trust
Bahamas
$160M +$7.08M +5% 66
VBFP
4564
Valtinson Bruner Financial Planning
Minnesota
$159M +$16.7M +12% 80
SWG
4565
Summit Wealth Group
Vermont
$159M +$44.3M +38% 41
AA
4566
Altman Advisors
Illinois
$159M +$18.2M +13% 87
AU
4567
Algebris (UK)
United Kingdom
$159M +$21.1M +15% 31
AWA
4568
ARQ Wealth Advisors
Arizona
$159M +$55.4M +53% 50
AWM
4569
Adams Wealth Management
Utah
$159M +$30.7M +24% 377
AM
4570
Atwater Malick
Pennsylvania
$159M +$16.3M +11% 43
DA
4571
Detalus Advisors
Missouri
$159M +$22.2M +16% 100
DFA
4572
DHJJ Financial Advisors
Illinois
$159M 103
BC
4573
Barnett & Company
Tennessee
$159M +$18.9M +13% 317
AC
4574
Amitell Capital
Singapore
$159M 49
LWP
4575
Legacy Wealth Partners
California
$159M +$17.6M +12% 103