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
VBCG
5926
Valley Brook Capital Group
Pennsylvania
$116M -$68K -0.1% 124
CMS
5927
Capital Market Strategies
Florida
$116M -$5.72M -5% 168
PP
5928
PFS Partners
New Jersey
$116M -$19.2M -14% 371
AF
5929
Ardian France
France
$116M -$21.7M -16% 1
CFAM
5930
Coury Firm Asset Management
Pennsylvania
$115M -$16.2M -12% 70
BF
5931
Brooklyn FI
New York
$115M +$8.91M +8% 46
PCM
5932
Presidio Capital Management
California
$115M -$1.12M -1% 47
SPA
5933
Shore Point Advisors
New Jersey
$115M -$5.01M -4% 215
MCM
5934
McDonough Capital Management
Florida
$115M -$7.78M -6% 42
ACM
5935
Azarias Capital Management
Pennsylvania
$115M +$3.59M +3% 21
MUMSS
5936
Mitsubishi UFJ Morgan Stanley Securities
Japan
$115M -$88.6M -44% 201
DCM
5937
Dean Capital Management
Kansas
$115M -$1.26M -1% 77
OWA
5938
Opal Wealth Advisors
New York
$115M -$43.2M -27% 134
SGM
5939
Seven Grand Managers
New York
$115M +$10.6M +10% 89
CCG
5940
Capital CS Group
California
$115M -$12.5M -10% 87
PFP
5941
Paragon Financial Partners
California
$115M -$7.05M -6% 88
APC
5942
Asset Planning Corporation
Tennessee
$115M -$2.35M -2% 37
WSWA
5943
Warren Street Wealth Advisors
California
$115M +$7.92M +7% 64
APC
5944
Aristotle Pacific Capital
California
$114M -$26M -18% 19
IFPL
5945
Investments & Financial Planning LLC
Kentucky
$114M +$2.99M +3% 33
WA
5946
Wealthstream Advisors
New York
$114M -$2.94M -3% 74
SPW
5947
Surience Private Wealth
Washington
$114M -$8.36M -7% 31
4WM
5948
4J Wealth Management
Virginia
$114M -$4.54M -4% 80
MCA
5949
Maryland Capital Advisors
Maryland
$114M -$7.08M -6% 197
HCWM
5950
Harrison & Co Wealth Management
Virginia
$114M -$4.64M -4% 83