Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JIC
5026
Juniper Investment Company
New York
$128M +$33.6M +36% 43.4% 263% 12
DIS
5027
Diversified Investment Strategies
Louisiana
$128M +$32M +33% 31.4% 86.2% 43
LIM
5028
Loudon Investment Management
New Hampshire
$128M +$9.68M +8% 12.3% 54.8% 78
MFS
5029
Monetta Financial Services
Illinois
$128M +$9.46M +8% 15% 196% 44
WMP
5030
Wealth Management Partners
Arizona
$128M 13.6% 127% 120
FNWM
5031
Financial Network Wealth Management
Utah
$128M 10.3% 32% 96
WWP
5032
Waypoint Wealth Partners
California
$128M 15% 52.1% 35
SFMG
5033
Sage Financial Management Group
Virginia
$127M 11.4% 42.9% 30
HWMG
5034
Hurlow Wealth Management Group
Indiana
$127M +$18.2M +17% 12.1% 46.6% 95
CFG
5035
CMC Financial Group
Georgia
$127M +$24.7M +24% 19.2% 60.6% 30
FWM
5036
ForthRight Wealth Management
Georgia
$127M 12.7% 36.8% 189
EGVF
5037
ESA Global Value Fund
Cayman Islands
$127M 7.91% 5
OPWM
5038
Oakwell Private Wealth Management
Texas
$127M 14.7% 47.4% 62
XI
5039
XXEC Inc
Oklahoma
$127M +$22.2M +21% 16.7% 57.4% 32
CI
5040
Cordant Inc
Oregon
$127M +$8.81M +7% 8.35% 25.6% 70
AWA
5041
Acorn Wealth Advisors
Michigan
$127M +$12.9M +11% 11.4% 42% 153
RC
5042
Rovin Capital
Arizona
$127M +$21.1M +20% 14.1% 57.6% 45
PFA
5043
Professional Financial Advisors
Nebraska
$127M +$19.6M +18% 13.1% 48.4% 389
RI
5044
Ridgewood Investments
New Jersey
$127M -$848K -0.7% 13.8% 46.1% 169
RFMS
5045
RWQ Financial Management Services
Florida
$127M 19.2% 422% 28
SM
5046
Salzhauer Michael
$127M +$42.8M +51% 36.6% 34.9% 87
SIAG
5047
Signet Investment Advisory Group
Rhode Island
$127M 10.3% 54.8% 213
CFN
5048
Cordasco Financial Network
Florida
$127M +$11.7M +10% 14.9% 31.1% 559
TC
5049
Trust Company
Kansas
$127M +$7.65M +6% 11.5% 30.8% 330
SIP
5050
Scott Investment Partners
United Kingdom
$127M 16.8% 44% 45