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
JIC
4651
JRM Investment Counsel
Nebraska
$185M +$23.8M +15% 17
MFGM
4652
Marshall Financial Group (Maryland)
Maryland
$185M +$17.8M +11% 171
WFC
4653
Western Financial Corp
California
$185M +$21.3M +13% 102
LHC
4654
Little House Capital
Massachusetts
$185M -$97.9M -35% 199
VFIC
4655
Valley Forge Investment Consultants
Pennsylvania
$185M +$39M +27% 79
APWA
4656
Atlas Private Wealth Advisors
New Jersey
$185M +$5.62M +3% 971
BGDR
4657
BC Gestao de Recursos
Brazil
$185M +$10M +6% 4
TWM
4658
Titus Wealth Management
California
$184M +$13.2M +8% 158
NEGWA
4659
New England Guild Wealth Advisors
Connecticut
$184M +$6.53M +4% 71
AIM
4660
Alerce Investment Management
Illinois
$184M -$41.8M -18% 7
BOCM
4661
Bontempo Ohly Capital Management
Maryland
$184M +$5.43M +3% 32
SJIM
4662
St. Johns Investment Management
Florida
$184M +$10.4M +6% 214
RM
4663
RP Management
New York
$184M -$60.5M -25% 4
UWM
4664
USAdvisors Wealth Management
Minnesota
$184M -$22.7M -11% 113
RCM
4665
Robinson Capital Management
Michigan
$184M -$2.81M -2% 191
CWP
4666
Curated Wealth Partners
California
$184M +$20.9M +13% 152
ACM
4667
Adalta Capital Management
New York
$184M +$10.3M +6% 103
PWM
4668
PBMares Wealth Management
Virginia
$184M +$61.1M +50% 152
MCM
4669
McMillion Capital Management
North Carolina
$184M +$12.6M +7% 86
RP
4670
RBS Partners
Florida
$183M +$34.2M +23% 3
JWM
4671
Jeppson Wealth Management
California
$183M +$15.2M +9% 151
MTIM
4672
Marathon Trading Investment Management
Pennsylvania
$183M +$23.4M +15% 316
KPWG
4673
KFA Private Wealth Group
Virginia
$183M +$11.8M +7% 80
OFS
4674
Oldfather Financial Services
Nebraska
$183M +$9.14M +5% 62
MSDF
4675
Michael & Susan Dell Foundation
New York
$183M +$34.5M +23% 3