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
JWM
5301
Jupiter Wealth Management
Colorado
$170M +$15.8M +10% 86
1M
5302
13D Management
New York
$170M +$9.2M +6% 31
CMAI
5303
Capital Management Associates Inc
Minnesota
$170M 83
CCA
5304
Cora Capital Advisors
New Jersey
$170M +$20.8M +14% 98
MAG
5305
Members Advisory Group
New York
$170M +$15M +10% 23
SIM
5306
Symetra Investment Management
Connecticut
$170M -$70.3M -29% 5
HCM
5307
Hutner Capital Management
Vermont
$170M +$6.61M +4% 45
KC
5308
Kize Capital
New York
$169M +$8.15M +5% 7
BWM
5309
Benchmark Wealth Management
Connecticut
$169M +$12.5M +8% 49
AIA
5310
Acute Investment Advisory
Arizona
$169M +$2.63M +2% 13
CWA
5311
Clarus Wealth Advisors
Arizona
$169M 124
PWM
5312
Proathlete Wealth Management
Florida
$169M 53
CP
5313
Camelot Portfolios
Ohio
$169M +$64.7M +62% 213
RI
5314
Ridgewood Investments
New Jersey
$169M +$16.7M +11% 188
CCM
5315
Crestwood Capital Management
New York
$169M +$36.9M +28% 17
MWM
5316
McNaughton Wealth Management
California
$169M +$18.5M +12% 54
DRD
5317
Dennis R. Delaney
$169M +$13.6M +9% 45
AWA
5318
Acorn Wealth Advisors
Michigan
$169M +$18.4M +12% 197
SFC
5319
Strategic Financial Concepts
Texas
$169M -$127M -43% 283
NP
5320
Newlight Partners
New York
$169M -$9.44M -5% 2
IVSFI
5321
IA Venture Strategies Fund II
New York
$169M +$58.3M +53% 3
SFG
5322
Sterling Financial Group
California
$169M +$9.32M +6% 65
AIM
5323
Alhambra Investment Management
Florida
$169M +$16.6M +11% 163
MA
5324
Mosaic Advisors
Texas
$169M +$59.2M +54% 19
FF
5325
Fluent Financial
Texas
$168M -$17.2M -9% 86