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
JFG
5401
JDM Financial Group
Texas
$197M +$4.64M +2% 368
MS
5402
Marshall & Sullivan
Washington
$197M -$7.58M -4% 43
I2I
5403
Insight 2811 Inc
Illinois
$197M +$2.97M +2% 91
EHWM
5404
Eads & Heald Wealth Management
Georgia
$197M -$6.39M -3% 141
NERM
5405
New England Research & Management
Illinois
$197M +$354K +0.2% 169
DWM
5406
Dopkins Wealth Management
New York
$197M +$361K +0.2% 89
APSI
5407
Asset Planning Services Inc
Louisiana
$197M -$8.4M -4% 35
BFS
5408
Burrus Financial Services
Utah
$197M +$2.06M +1% 10
NECFA
5409
New England Capital Financial Advisors
Connecticut
$197M -$8.26M -4% 422
RWMG
5410
Redwood Wealth Management Group
New Jersey
$197M -$8.5M -4% 171
BFAG
5411
Blackston Financial Advisory Group
Florida
$197M -$4.18M -2% 143
CWM
5412
Cahill Wealth Management
Michigan
$196M +$407K +0.2% 50
PFA
5413
Peak Financial Advisors
Colorado
$196M +$4.18M +2% 87
RCM
5414
Rings Capital Management
Illinois
$196M +$4.81M +3% 8
EFP
5415
Envision Financial Planning
Tennessee
$196M +$2.7M +1% 48
MADR
5416
Milestones Administradora de Recursos
Brazil
$196M -$806K -0.4% 23
HFO
5417
Heritage Family Offices
Arizona
$196M -$4.87M -2% 197
SST
5418
S Squared Technology
New York
$195M -$45.3M -19% 39
AA
5419
AJ Advisors
Tennessee
$195M +$2.63M +1% 36
SSA
5420
SSA Swiss Advisors
$195M 121
CFC
5421
Client First Capital
California
$195M +$652K +0.3% 22
SWP
5422
Significant Wealth Partners
Illinois
$195M +$1.97M +1% 94
CWA
5423
Continuum Wealth Advisors
New York
$195M -$2.67M -1% 65
FU
5424
Fairfield University
Connecticut
$195M +$8.01M +4% 3
RP
5425
Riverwater Partners
Wisconsin
$195M -$10.7M -5% 233