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
WWM
5451
WJ Wealth Management
Arizona
$227M -$89.3M -28% 106
SC
5452
Summa Corp
Texas
$227M +$35M +18% 82
CCAM
5453
Cascades Capital Asset Management
North Carolina
$227M +$32.7M +17% 165
VCM
5454
Viewpoint Capital Management
Washington
$227M +$23.3M +11% 152
HWM
5455
HighMark Wealth Management
Minnesota
$227M +$22.6M +11% 681
ICMM
5456
Integrated Capital Management (Michigan)
Michigan
$227M +$18.6M +9% 66
SHFP
5457
Second Half Financial Partners
Florida
$227M +$14.8M +7% 100
CP
5458
Creekside Partners
California
$227M +$16.4M +8% 175
CPM
5459
Crescent Park Management
California
$227M -$8.81M -4% 38
MM
5460
Monolith Management
Hong Kong
$227M -$55.9M -20% 35
6F
5461
626 Financial
Michigan
$227M +$13.8M +6% 120
HWMT
5462
Heritage Wealth Management (Texas)
Texas
$227M +$25.5M +13% 40
FCM
5463
Forager Capital Management
Alabama
$227M +$22.2M +11% 12
SAM
5464
S.A. Mason
Michigan
$227M +$19.9M +10% 370
TFG
5465
Tull Financial Group
Virginia
$226M +$6.64M +3% 35
DB
5466
Dravo Bay
Delaware
$226M +$19.7M +10% 48
HP
5467
Haven Private
Florida
$226M +$883K +0.4% 196
IWP
5468
Insight Wealth Partners
Texas
$226M +$46M +25% 118
BCA
5469
Ballentine Capital Advisors
South Carolina
$226M +$15.2M +7% 28
PP
5470
Postrock Partners
Oregon
$226M +$17M +8% 87
SPA
5471
Shore Point Advisors
New Jersey
$226M +$17.9M +9% 73
AMC
5472
Atlas Merchant Capital
New York
$226M -$106M -32% 11
CFS
5473
Compass Financial Services
Iowa
$226M +$19.6M +9% 359
OFA
5474
Onyx Financial Advisors
Idaho
$226M +$15.1M +7% 19
CWA
5475
Clarus Wealth Advisors
Arizona
$226M +$9.79M +5% 95