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
CFP
4876
Cypress Financial Planning
New Jersey
$141M -$5.01M -3% 54
LIM
4877
Lagoda Investment Management
New York
$141M -$10.3M -7% 39
RIM
4878
Reliant Investment Management
Tennessee
$141M -$1.84M -1% 56
BBW
4879
Blue Barn Wealth
Utah
$141M +$10M +8% 124
KGAMU
4880
KPS Global Asset Management (UK)
United Kingdom
$140M -$33.7M -19% 5
NOI
4881
Newton One Investments
Delaware
$140M +$5.97M +4% 127
CWA
4882
CJM Wealth Advisers
Virginia
$140M -$3.45M -2% 56
TAA
4883
Turiya Advisors Asia
Hong Kong
$140M +$62.8M +81% 2
AFM
4884
Abbot Financial Management
Massachusetts
$140M -$25M -15% 125
NEPPG
4885
New England Professional Planning Group
Rhode Island
$140M -$3.94M -3% 40
WAM
4886
WFA Asset Management
Wisconsin
$140M -$2.41M -2% 246
BFA
4887
Beacon Financial Advisory
Ohio
$140M -$35.6M -20% 224
JAM
4888
JLP Asset Management
New York
$140M -$11M -7% 22
CWA
4889
Clarus Wealth Advisors
Arizona
$140M -$1.89M -1% 120
DWMG
4890
DB Wealth Management Group
California
$140M -$6.6M -4% 296
FA
4891
Fortis Advisors
Pennsylvania
$140M -$10.8M -7% 302
SC
4892
Seldon Capital
California
$140M -$32.9M -19% 290
G
4893
Greycroft
New York
$140M -$30.4M -18% 6
SC
4894
Scholtz & Company
Connecticut
$140M -$22.6M -14% 58
JCI
4895
Jet Capital Investors
New York
$140M +$4.36M +3% 24
AWM
4896
Act Wealth Management
Texas
$140M -$13M -9% 43
PGDP
4897
Pragma Gestao de Patrimonio
Brazil
$140M +$5.81M +4% 18
LFPWM
4898
Leicht Financial Planning & Wealth Management
New Jersey
$140M -$7.88M -5% 23
SFA
4899
Seneca Financial Advisors
New York
$140M -$8.89M -6% 45
AWA
4900
Alta Wealth Advisors
Massachusetts
$140M -$4.59M -3% 141