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
AAMC
5326
Asset Allocation & Management Company
Illinois
$237M +$21M +10% 96
GFP
5327
Guardian Financial Partners
California
$237M +$14.4M +6% 63
GSB
5328
Greenfield Savings Bank
Massachusetts
$237M +$16.6M +8% 153
DWM
5329
Dopkins Wealth Management
New York
$237M +$14M +6% 83
RI
5330
Ridgewood Investments
New Jersey
$237M +$6.03M +3% 687
JCA
5331
Juniper Capital Advisors
Texas
$237M +$55.6M +31% 1
SFG
5332
Socha Financial Group
New York
$237M +$12.1M +5% 26
HCM
5333
Hutner Capital Management
Vermont
$236M +$16.6M +8% 44
IFO
5334
Independent Family Office
New York
$236M +$20.6M +10% 80
JCFM
5335
JBR Co Financial Management
Oklahoma
$236M +$33.8M +17% 122
SVWG
5336
Shared Vision Wealth Group
United States
$236M +$36M +18% 99
CWMGP
5337
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$236M +$132M +127% 81
FWM
5338
FMB Wealth Management
California
$236M +$26.1M +12% 91
PVM
5339
Palogic Value Management
Texas
$236M -$1.61M -0.7% 188
ACM
5340
Ardent Capital Management
Ohio
$236M +$27.5M +13% 52
G
5341
Gainplan
Michigan
$236M +$15.7M +7% 72
NRW
5342
Nova R Wealth
Kansas
$236M +$20.8M +10% 87
MTIM
5343
Marathon Trading Investment Management
Pennsylvania
$236M +$69.1M +41% 181
EFP
5344
Envision Financial Planning
Tennessee
$236M +$22M +10% 49
RWMG
5345
Redwood Wealth Management Group
New Jersey
$236M +$13.2M +6% 193
VP
5346
Verisail Partners
Georgia
$236M +$227K +0.1% 35
SRWM
5347
Shira Ridge Wealth Management
California
$236M +$16.7M +8% 89
IAA
5348
Independence Asset Advisors
Pennsylvania
$236M +$74.9M +47% 19
CSA
5349
Cottage Street Advisors
Massachusetts
$235M +$43.2M +22% 143
BOC
5350
Bull Oak Capital
California
$235M +$16M +7% 34