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
5026
Juniper Investment Company
New York
$222M -$31.6M -12% 11
KNFPWM
5027
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$222M +$8.37M +4% 73
WIM
5028
Wittenberg Investment Management
Massachusetts
$222M -$32.9M -13% 77
BFS
5029
BridgePort Financial Solutions
Iowa
$222M +$802K +0.4% 166
CFA
5030
Camarda Financial Advisors
Florida
$222M -$44.5M -17% 124
WIA
5031
Wealthedge Investment Advisors
New York
$222M -$209K -0.1% 217
ER
5032
EVR Research
Virginia
$221M -$74.2M -25% 49
VW
5033
Veridan Wealth
Oregon
$221M +$7.83M +4% 84
SCM
5034
Spreng Capital Management
Ohio
$221M -$9M -4% 80
HIM
5035
Harbour Investment Management
Washington
$221M -$6.93M -3% 101
GL
5036
GHE LLC
Tennessee
$221M -$31.3M -12% 56
AWM
5037
Act Wealth Management
Texas
$221M +$7.11M +3% 54
RCM
5038
Raleigh Capital Management
North Carolina
$221M -$38.6M -15% 1,094
EECFX
5039
EnCap Energy Capital Fund X
Texas
$221M +$27.6M +14% 1
CA
5040
Cumberland Advisors
Florida
$221M -$30.1M -12% 52
IA
5041
IMZ Advisory
Florida
$220M +$1.28M +0.6% 43
MFC
5042
Mechanics Financial Corp
Ohio
$220M -$2.19M -1% 252
TIA
5043
Tiemann Investment Advisors
California
$220M -$4.58M -2% 198
PHAM
5044
Palisades Hudson Asset Management
Florida
$220M -$17M -7% 107
AWMT
5045
AAFMAA Wealth Management & Trust
North Carolina
$220M -$7.88M -3% 79
NIWA
5046
New Insight Wealth Advisors
California
$220M +$20.6M +10% 96
MWA
5047
Medallion Wealth Advisors
Connecticut
$220M +$18.5M +9% 1,113
SHCM
5048
Silver Heights Capital Management
Ontario, Canada
$220M -$4.79M -2% 4
HCI
5049
Harraden Circle Investments
New York
$220M +$94.4M +75% 142
HC
5050
Headwater Capital
China
$220M +$32.5M +17% 15