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
JGIA
4601
Jackson Grant Investment Advisers
Connecticut
$260M -$7.49M -3% 409
MIM
4602
MTM Investment Management
South Carolina
$260M +$3.03M +1% 282
C1AG
4603
Client 1st Advisory Group
Florida
$260M +$8.22M +3% 137
HZ
4604
Hixon Zuercher
Ohio
$260M +$4.6M +2% 79
EFH
4605
Eaton Financial Holdings
Florida
$260M +$14M +6% 68
EC
4606
ECP ControlCo
New Jersey
$260M -$69.1M -21% 6
RCM
4607
Raleigh Capital Management
North Carolina
$259M +$116K +0% 1,079
NOI
4608
Newton One Investments
Delaware
$259M +$9.99M +4% 122
VW
4609
Vance Wealth
California
$259M -$5.18M -2% 104
MCAV
4610
Meritech Capital Associates V
California
$259M -$40M -13% 2
NG
4611
NWK Group
California
$259M +$13M +5% 78
RHI
4612
Richmond Hill Investments
New York
$259M +$29.5M +13% 4
GRIM
4613
Greenhaven Road Investment Management
Connecticut
$259M +$23.6M +10% 19
3C
4614
325 Capital
New York
$259M +$22.5M +10% 12
SWM
4615
Silverlake Wealth Management
Vermont
$259M -$1.62M -0.6% 288
CWM
4616
Cherrydale Wealth Management
New Jersey
$258M +$13.9M +6% 77
ACM
4617
Allred Capital Management
Texas
$258M +$4.16M +2% 177
DP
4618
Denver PWM
Colorado
$258M -$4.92M -2% 246
FFG
4619
Fortem Financial Group
California
$258M +$12.2M +5% 180
SAMT
4620
Select Asset Management & Trust
Pennsylvania
$258M -$13.5M -5% 77
TWD
4621
True Wealth Design
Ohio
$258M +$1.65M +0.6% 1,545
KA
4622
Kercheville Advisors
Texas
$258M +$20.7M +9% 101
SA
4623
Skyline Advisors
Washington
$258M +$14.8M +6% 107
MLA
4624
My Legacy Advisors
Oregon
$258M +$4.37M +2% 203
AP
4625
Arlington Partners
Alabama
$258M +$1.93M +0.8% 59