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
JPLA
5051
Joseph P. Lucia & Associates
New York
$277M +$12.2M +5% 176
EC
5052
E20 Capital
$277M 20
IWM
5053
Iams Wealth Management
Nebraska
$277M +$27.8M +11% 211
SFPG
5054
Stonebridge Financial Planning Group
Florida
$277M +$10.7M +4% 175
SCG
5055
Sonata Capital Group
Washington
$277M +$6.07M +2% 126
SCI
5056
Stableford Capital II
Arizona
$277M +$122K +0% 159
DJC
5057
Daily Journal Corp
California
$277M +$14.4M +5% 4
ACM
5058
Allred Capital Management
Texas
$277M -$10.7M -4% 175
FWM
5059
Forza Wealth Management
Florida
$277M +$15.5M +6% 193
BIM
5060
Breakwater Investment Management
Washington
$276M +$5.18M +2% 621
MC
5061
Merck & Co
New Jersey
$276M +$48.2M +21% 13
ALC
5062
Alexander Labrunerie & Co
Missouri
$276M +$5.65M +2% 123
CWA
5063
Centerline Wealth Advisors
Kentucky
$276M +$46.5M +20% 62
WFS
5064
Walker Financial Services
Kentucky
$276M +$18.9M +7% 43
AA
5065
Alta Advisers
United Kingdom
$276M -$51M -16% 249
QFPS
5066
Quantum Financial Planning Services
Washington
$276M +$28.6M +12% 59
AWM
5067
Avaii Wealth Management
Wisconsin
$276M +$13M +5% 156
AFG
5068
American Financial Group
Ohio
$276M +$16.3M +6% 66
HFP
5069
Holistic Financial Partners
Indiana
$276M +$31.5M +13% 147
FWMP
5070
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$276M +$17.4M +7% 95
ROC
5071
Robertson Opportunity Capital
Texas
$276M -$15.6M -5% 29
RCM
5072
Raleigh Capital Management
North Carolina
$276M +$12.4M +5% 617
CCAM
5073
Codex Capital Asset Management
Texas
$275M +$9.6M +4% 31
BCL
5074
Bracebridge Capital LLC
Massachusetts
$275M +$35.3M +15% 39
IIA
5075
ICW Investment Advisors
Arizona
$275M +$564K +0.2% 146