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
4751
Jackson Grant Investment Advisers
Connecticut
$304M +$4.29M +1% 423
UWM
4752
USAdvisors Wealth Management
Minnesota
$304M +$13.5M +5% 144
SFS
4753
Solitude Financial Services
Virginia
$303M +$11.1M +4% 40
RFP
4754
Roth Financial Partners
Texas
$303M +$6.39M +2% 33
OCM
4755
Ogborne Capital Management
California
$303M -$64M -17% 12
MADR
4756
Milestones Administradora de Recursos
Brazil
$303M +$17.2M +6% 18
DA
4757
DCF Advisers
Connecticut
$303M +$38.8M +15% 109
VIM
4758
Vista Investment Management
Pennsylvania
$303M +$16.4M +6% 182
SSC
4759
Spruce Street Capital
New York
$303M 27
RHP
4760
Royal Harbor Partners
Texas
$303M +$7.66M +3% 53
JWM
4761
Jessup Wealth Management
Ohio
$302M +$34M +13% 387
CAM
4762
Costello Asset Management
Pennsylvania
$302M +$3.7M +1% 728
WW
4763
Westshore Wealth
California
$302M +$9.57M +3% 113
IRAG
4764
Investment Research & Advisory Group
Georgia
$302M +$7.04M +2% 287
RL
4765
Rogco LP
Oklahoma
$302M +$17.3M +6% 209
LCM
4766
Leisure Capital Management
California
$302M +$9.96M +3% 158
TWM
4767
TSA Wealth Management
Texas
$302M +$8.07M +3% 99
ITB
4768
Idaho Trust Bank
Idaho
$302M +$4.91M +2% 112
TC
4769
TFR Capital
Texas
$302M +$2.39M +0.8% 171
BCIM
4770
Bishop & Co Investment Management
Pennsylvania
$302M +$2.93M +1% 28
CWM
4771
Castle Wealth Management
Florida
$302M +$5.65M +2% 132
GL
4772
GHE LLC
Tennessee
$302M +$54.2M +22% 54
BCH
4773
Berkshire Capital Holdings
California
$302M -$27.5M -8% 123
S
4774
Sunpointe
Missouri
$302M +$24.6M +9% 288
BWS
4775
BCR Wealth Strategies
Alabama
$302M +$17.2M +6% 38