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
SPFA
5676
Summit Place Financial Advisors
New Jersey
$199M +$21.6M +12% 100
BCM
5677
Boxer Capital Management
California
$199M -$134M -40% 36
HB
5678
Horizon Bancorp
Indiana
$199M +$21.7M +12% 217
SGCM
5679
Sand Grove Capital Management
United Kingdom
$199M +$77.9M +65% 14
UOMF
5680
University of Massachusetts Foundation
Massachusetts
$199M +$20.3M +11% 4
JWWM
5681
Johnson & White Wealth Management
Pennsylvania
$199M +$20.4M +11% 105
MWM
5682
Maripau Wealth Management
Indiana
$199M +$24.3M +14% 171
PP
5683
PFS Partners
New Jersey
$198M +$10.7M +6% 522
SWM
5684
Shelton Wealth Management
Texas
$198M +$23.6M +14% 151
UAM
5685
Unison Asset Management
Florida
$198M +$28.5M +17% 29
MCM
5686
M1 Capital Management
Michigan
$198M +$38.5M +24% 98
IVGAI
5687
Index Venture Growth Associates III
Jersey
$198M +$108M +119% 2
AWM
5688
Able Wealth Management
New Jersey
$198M +$29.6M +18% 120
CFG
5689
Cambridge Financial Group
Ohio
$198M -$32M -14% 33
ATIA
5690
American Trust Investment Advisors
New Hampshire
$198M -$41M -17% 101
BIM
5691
Brentview Investment Management
Illinois
$198M +$10.1M +5% 69
JWM
5692
Jupiter Wealth Management
Colorado
$198M +$32.9M +20% 93
DFS
5693
Dixon Fnancial Services
California
$198M +$13M +7% 41
HAFS
5694
Hapanowicz & Associates Financial Services
Pennsylvania
$198M +$18.4M +10% 38
HHWM
5695
Hiley Hunt Wealth Management
Nebraska
$198M +$14.6M +8% 45
MFA
5696
Millington Financial Advisors
Illinois
$198M +$35.2M +22% 106
HWM
5697
Howard Wealth Management
Connecticut
$198M +$18.4M +10% 125
CPSC
5698
Carl P. Sherr & Co
Massachusetts
$198M +$15M +8% 121
HFO
5699
Heritage Family Offices
Arizona
$198M +$2.24M +1% 181
WDC
5700
Woodward Diversified Capital
California
$198M +$56.4M +40% 180