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
5301
Joseph P. Lucia & Associates
New York
$187M +$26M +16% 127
FWM
5302
Foguth Wealth Management
Michigan
$187M 128
PAM
5303
Peninsula Asset Management
Florida
$187M +$15M +9% 42
FH
5304
FWG Holdings
Florida
$187M +$18.8M +11% 113
APIM
5305
Agate Pass Investment Management
Washington
$186M +$13.9M +8% 99
IFO
5306
Independent Family Office
New York
$186M +$9.55M +5% 77
AFTS
5307
American Financial & Tax Strategies
New York
$186M +$11.3M +6% 97
MLA
5308
MB, Levis & Associates
Pennsylvania
$186M +$11.5M +7% 289
PCG
5309
PFC Capital Group
California
$186M +$17.7M +11% 77
MADR
5310
Milestones Administradora de Recursos
Brazil
$186M +$58.7M +46% 18
NAM
5311
NewGen Asset Management
Ontario, Canada
$186M +$14.6M +9% 38
JWBC
5312
John W. Brooker & Co
California
$186M +$12.7M +7% 75
TFG
5313
Tilson Financial Group
New Jersey
$186M +$30.8M +20% 70
SM
5314
Sensible Money
Arizona
$186M +$19.5M +12% 84
PCMK
5315
Paragon Capital Management (Kansas)
Kansas
$186M +$9.47M +5% 53
IWP
5316
Invenio Wealth Partners
Florida
$186M +$47.3M +34% 109
LIA
5317
LSP Investment Advisors
New York
$186M -$25.8M -12% 28
AAM
5318
Ascension Asset Management
New York
$185M 86
SCM
5319
Spreng Capital Management
Ohio
$185M +$25.8M +16% 90
PCM
5320
Perritt Capital Management
Illinois
$185M +$6.43M +4% 354
RCA
5321
Ranch Capital Advisors
Florida
$185M +$24.6M +15% 163
BFWM
5322
Bright Futures Wealth Management
New York
$185M 207
VCIM
5323
Velan Capital Investment Management
Georgia
$185M +$43.7M +31% 27
ACM
5324
Ayrshire Capital Management
Connecticut
$185M +$11.6M +7% 52
CTEF
5325
Capital Today Evergreen Fund
Cayman Islands
$185M -$192M -51% 3