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
SI
5451
Shaker Investments
Ohio
$240M -$9.55M -4% 107
IWP
5452
Insight Wealth Partners
Texas
$240M +$14.1M +6% 126
DTC
5453
Davidson Trust Company
Washington
$240M -$2.42M -1% 187
SJIM
5454
St. Johns Investment Management
Florida
$240M +$4.53M +2% 207
WAM
5455
Westport Asset Management
Connecticut
$240M -$60.1K -0% 77
MPCL
5456
My Personal CFO LLC
Washington
$240M -$18.5M -7% 160
MCM
5457
M1 Capital Management
Michigan
$240M +$7.96M +3% 113
HCM
5458
Hutner Capital Management
Vermont
$240M +$3.2M +1% 45
IFO
5459
Independent Family Office
New York
$240M +$3.16M +1% 81
FF
5460
Foronjy Financial
California
$240M +$11.2M +5% 107
RC
5461
Resolute Capital
South Carolina
$239M 58
WR
5462
WD Rutherford
Oregon
$239M +$4.13M +2% 81
GSF
5463
Grove Street Fiduciary
New Hampshire
$239M +$27.7M +13% 76
RWMG
5464
Redwood Wealth Management Group
New Jersey
$239M +$3.29M +1% 197
MMM
5465
Mendel Money Management
Illinois
$239M +$1.09M +0.5% 154
CCAM
5466
Cascades Capital Asset Management
North Carolina
$239M +$11.7M +5% 173
JCFM
5467
JBR Co Financial Management
Oklahoma
$239M +$2.54M +1% 128
MWM
5468
MBE Wealth Management
Wisconsin
$239M +$7.62M +3% 142
NEPPG
5469
New England Professional Planning Group
Rhode Island
$239M +$20.4M +9% 52
CWMGP
5470
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$2.46M +1% 91
CA
5471
Cresta Advisors
Texas
$239M +$14.4M +6% 167
CI
5472
Cordant Inc
Oregon
$239M +$16.9M +8% 72
RP
5473
Raelipskie Partnership
Ontario, Canada
$239M +$5.68M +2% 120
HAM
5474
Harber Asset Management
North Carolina
$238M -$40.5M -15% 45
RCM
5475
Robinson Capital Management
Michigan
$238M +$99.3M +71% 127