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
CGH
5801
CMG Global Holdings
Texas
$96.6M -$25.9M -21% 84
CWM
5802
Cadence Wealth Management
Massachusetts
$96.5M -$33.8M -26% 39
JSMC
5803
Jess S. Morgan & Co
California
$96.4M -$41M -30% 47
MP
5804
Marlowe Partners
New York
$96.4M -$37.6M -28% 8
VBWMG
5805
Von Berge Wealth Management Group
California
$96.2M -$13.5M -12% 65
ACM
5806
Anabranch Capital Management
Connecticut
$96.2M -$49.4M -34% 7
HA
5807
Hofer & Associates
California
$96.1M -$17.5M -15% 52
MWM
5808
Moulton Wealth Management
Washington
$96.1M $0 0% 17
TC
5809
Tenret Company
Florida
$96M -$14.9M -13% 32
ICM
5810
Islay Capital Management
Texas
$96M -$24.2M -20% 343
RF
5811
Robbins Farley
New Hampshire
$96M -$37M -28% 175
LF
5812
LifeSteps Financial
California
$95.9M -$39.3M -29% 83
SPAS
5813
Spectrum Planning & Advisory Services
California
$95.9M -$13.5M -12% 49
BIA
5814
Benchmark Investment Advisors
Illinois
$95.9M -$37.1M -28% 155
GAMA
5815
Graticule Asia Macro Advisors
New York
$95.8M -$79.7M -45% 94
BW
5816
Basepoint Wealth
Iowa
$95.8M -$12.7M -12% 90
LP
5817
Lloyd Park
Illinois
$95.6M +$4.95M +5% 92
AEPLI
5818
AH Equity Partners LSV II
California
$95.6M -$43.3M -31% 4
BAM
5819
Broadcrest Asset Management
Florida
$95.6M -$24.7M -21% 9
NVPX
5820
Norwest Venture Partners XII
California
$95.6M -$60.9M -39% 2
5SA
5821
5th Street Advisors
Connecticut
$95.5M +$1.03M +1% 19
MFS
5822
Monetta Financial Services
Illinois
$95.5M -$25.1M -21% 79
NU
5823
Northwestern University
Illinois
$95.4M -$25.2M -21% 5
TFP
5824
TrueWealth Financial Partners
Washington
$95.4M -$8.64M -8% 14
NF
5825
Nvest Financial
New Hampshire
$95.3M -$26.4M -22% 73