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
DFA
5951
DHK Financial Advisors
New Hampshire
$118M +$37M +46% 62
PM
5952
Pharo Management
New York
$118M -$26.4M -18% 5
IWP
5953
Innova Wealth Partners
Pennsylvania
$117M +$3.31M +3% 62
MVP
5954
Medina Value Partners
California
$117M +$7.48K +0% 19
BFM
5955
Broadview Financial Management
Wisconsin
$117M +$2.55M +2% 42
OFA
5956
Onyx Financial Advisors
Idaho
$117M +$8.37M +8% 11
MFFIA
5957
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$117M -$768K -0.7% 64
PIP
5958
PB Investment Partners
California
$117M +$4.86M +4% 12
KL
5959
KilterHowling LLC
Colorado
$117M +$14.4M +14% 54
CAM
5960
Costello Asset Management
Pennsylvania
$117M +$19.6M +20% 221
SCA
5961
Sassicaia Capital Advisers
New York
$117M +$1.63M +1% 56
KFS
5962
Kaizen Financial Strategies
California
$117M +$15.3M +15% 121
HIA
5963
Harvest Investment Advisors
Florida
$117M +$4.37M +4% 54
DAM
5964
Doheny Asset Management
California
$117M +$5.3M +5% 75
NED
5965
Nancy E. Dempze
$117M +$6.72M +6% 65
OW
5966
Olistico Wealth
Oklahoma
$117M +$13.1M +13% 115
JWM
5967
Jupiter Wealth Management
Colorado
$116M +$7.82M +7% 72
NLVP
5968
New Leaf Venture Partners
New York
$116M -$4.58M -4% 17
BAM
5969
Broadcrest Asset Management
Florida
$116M +$1.32M +1% 7
LC
5970
Lakehouse Capital
Australia
$116M +$3.2M +3% 13
MSA
5971
McAlister Sweet & Associates
Texas
$116M +$25.3M +28% 40
SP
5972
Successful Portfolios
Florida
$116M -$43.1M -27% 195
SW
5973
Signify Wealth
Missouri
$116M +$2.78M +2% 32
SC
5974
SkyKnight Capital
California
$116M -$3.43M -3% 3
CP
5975
Clayton Partners
California
$116M +$13M +13% 38