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
TC
5401
Tejara Capital
United Kingdom
$241M +$58.2M +32% 75
NF
5402
Nvest Financial
New Hampshire
$241M +$66.5M +38% 135
MI
5403
Moneywise Inc
Virginia
$240M +$19.4M +9% 89
RCM
5404
Regency Capital Management
Hawaii
$240M +$30.1M +14% 72
MFG
5405
Mainsail Financial Group
Washington
$240M +$7.84M +3% 64
SI
5406
Shaker Investments
Ohio
$240M -$9.55M -4% 107
IWP
5407
Insight Wealth Partners
Texas
$240M +$14.1M +6% 126
DTC
5408
Davidson Trust Company
Washington
$240M -$2.42M -1% 187
SJIM
5409
St. Johns Investment Management
Florida
$240M +$4.53M +2% 207
WAM
5410
Westport Asset Management
Connecticut
$240M -$60.1K -0% 77
MPCL
5411
My Personal CFO LLC
Washington
$240M -$18.5M -7% 160
MCM
5412
M1 Capital Management
Michigan
$240M +$7.96M +3% 113
HCM
5413
Hutner Capital Management
Vermont
$240M +$3.2M +1% 45
IFO
5414
Independent Family Office
New York
$240M +$3.16M +1% 81
FF
5415
Foronjy Financial
California
$240M +$11.2M +5% 107
RC
5416
Resolute Capital
South Carolina
$239M 58
WR
5417
WD Rutherford
Oregon
$239M +$4.13M +2% 81
GSF
5418
Grove Street Fiduciary
New Hampshire
$239M +$27.7M +13% 76
RWMG
5419
Redwood Wealth Management Group
New Jersey
$239M +$3.29M +1% 197
MMM
5420
Mendel Money Management
Illinois
$239M +$1.09M +0.5% 154
CCAM
5421
Cascades Capital Asset Management
North Carolina
$239M +$11.7M +5% 173
JCFM
5422
JBR Co Financial Management
Oklahoma
$239M +$2.54M +1% 128
MWM
5423
MBE Wealth Management
Wisconsin
$239M +$7.62M +3% 142
NEPPG
5424
New England Professional Planning Group
Rhode Island
$239M +$20.4M +9% 52
CWMGP
5425
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$2.46M +1% 91