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
WE
4551
Wealth Effects
Massachusetts
$164M -$2.64M -2% 201
CP
4552
CPV Partners
Connecticut
$164M -$60.1M -27% 6
DJC
4553
Daily Journal Corp
California
$163M -$11.4M -7% 5
CWM
4554
CCG Wealth Management
California
$163M -$13.7M -8% 115
TC
4555
Taika Capital
Florida
$163M +$2.59M +2% 67
SCM
4556
Stonehearth Capital Management
Massachusetts
$163M -$12.2M -7% 77
LWM
4557
Ledge Wealth Management
Minnesota
$163M +$651K +0.4% 72
MFG
4558
Monte Financial Group
Connecticut
$163M -$8.08M -5% 78
DRS
4559
Deane Retirement Strategies
Louisiana
$163M +$2.05M +1% 65
MPA
4560
Marvin & Palmer Associates
Delaware
$163M -$31.4M -16% 39
CC
4561
Coann Capital
Connecticut
$163M +$16.4M +11% 28
WC
4562
Weil Company
California
$163M -$14.9M -8% 134
TFA
4563
TPG Financial Advisors
Oregon
$163M +$13.6M +9% 47
EECFV
4564
EnCap Energy Capital Fund VIII
Texas
$163M +$1M +0.6% 3
SSW
4565
Stone Summit Wealth
Florida
$163M -$4.85M -3% 129
ROC
4566
Robertson Opportunity Capital
Texas
$162M -$2.3M -1% 26
HIG
4567
Heritage Investment Group
Florida
$162M -$11.1M -6% 82
BFS
4568
Burrus Financial Services
Utah
$162M -$11.9M -7% 10
VIM
4569
Vista Investment Management
Pennsylvania
$162M -$3.11M -2% 164
NIA
4570
NIA Impact Advisors
California
$162M -$4.4M -3% 67
CCC
4571
Chelsea Counsel Company
California
$162M -$32.5M -17% 101
BC
4572
Beaconlight Capital
New York
$162M -$26M -14% 35
WCA
4573
Whetstone Capital Advisors
Kansas
$162M -$8.47M -5% 29
PFA
4574
Professional Financial Advisors
Nebraska
$162M -$17M -9% 522
VBFP
4575
Valtinson Bruner Financial Planning
Minnesota
$162M -$2.07M -1% 106