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
JWM
4701
Jessup Wealth Management
Ohio
$234M +$33.4M +17% 68
SAMC
4702
Spectrum Asset Management (California)
California
$233M +$7.34M +3% 105
TC
4703
Teilinger Capital
Texas
$233M +$65.3M +39% 23
KM
4704
KP Management
Minnesota
$233M +$31.2M +15% 71
HRC
4705
Hoertkorn Richard Charles
$233M +$11.1M +5% 83
PWP
4706
Precedent Wealth Partners
Texas
$233M +$36M +18% 144
GFPC
4707
Global Financial Private Client
Florida
$233M +$18.9M +9% 733
BAMG
4708
Brand Asset Management Group
Missouri
$233M +$13.8M +6% 82
BIG
4709
Brooklyn Investment Group
New York
$232M +$22.7M +11% 239
JWS
4710
Juncture Wealth Strategies
Arizona
$232M +$12.1M +6% 129
II
4711
INCA Investments
Florida
$232M +$6.62M +3% 12
EFM
4712
Eley Financial Management
Vermont
$232M +$18.8M +9% 74
CPM
4713
Crescent Park Management
California
$232M -$91.2M -28% 35
BMC
4714
Bear Mountain Capital
Washington
$232M -$5.94M -2% 243
ATFA
4715
All Terrain Financial Advisors
Minnesota
$232M +$15.1M +7% 90
SWM
4716
Sculati Wealth Management
Michigan
$232M +$17.2M +8% 107
RCM
4717
Raleigh Capital Management
North Carolina
$232M +$16.4M +8% 1,210
N
4718
Numerai
California
$232M -$50.9M -18% 346
BIP
4719
Bouvel Investment Partners
Pennsylvania
$232M +$17.4M +8% 79
IFPG
4720
Intrepid Financial Planning Group
Indiana
$231M +$22.4M +11% 134
RM
4721
Radcliff Management
New York
$231M +$38.7M +20% 2
SPI
4722
Santori & Peters Inc
Pennsylvania
$231M +$21M +10% 62
WMR
4723
Wealth Management Resources
Rhode Island
$231M +$18.7M +9% 41
ZF
4724
Zega Financial
Florida
$231M -$8.67M -4% 128
CG
4725
Compass Group
New York
$231M -$21.1M -8% 23