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
JWM
6001
Jupiter Wealth Management
Colorado
$103M +$3.69M +4% 67
UCB
6002
United Community Bank
South Carolina
$103M +$7.56M +8% 278
MHB
6003
Midwest Heritage Bank
Iowa
$103M +$7.76M +8% 65
SFP
6004
Strategic Financial Planning
Texas
$103M +$7.18M +7% 34
TFP
6005
TrueWealth Financial Partners
Washington
$103M +$11.1M +12% 14
HCA
6006
Harbor Capital Advisors
Illinois
$103M -$5.79M -5% 169
KWA
6007
Kellett Wealth Advisors
Ohio
$103M +$21M +26% 56
ZC
6008
Zeit Capital
Colorado
$103M +$6.67M +7% 38
RFP
6009
RCS Financial Planning
Maryland
$103M 51
NAM
6010
Nationwide Asset Management
Ohio
$103M +$43.8M +74% 7
TC
6011
Tenret Company
Florida
$103M +$12M +13% 28
CIM
6012
Courant Investment Management
Tennessee
$103M +$10.4M +11% 11
ABG
6013
Ally Bridge Group
New York
$103M -$48.7M -32% 45
PFWA
6014
Paces Ferry Wealth Advisors
Georgia
$103M +$11.3M +12% 111
CP
6015
Castleview Partners
Texas
$103M -$1.98M -2% 723
LCM
6016
LCM Capital Management
Illinois
$103M +$8.01M +8% 91
AC
6017
AIFG Consultants
New York
$103M 36
ACL
6018
APEIRON Capital Ltd
Hong Kong
$103M -$47.4M -32% 12
LWM
6019
Lionsbridge Wealth Management
Florida
$103M +$32.7M +47% 43
MCM
6020
Magnolia Capital Management
New York
$103M +$5.46M +6% 149
NED
6021
Nancy E. Dempze
$103M +$8.59M +9% 68
PCC
6022
Park Circle Company
Maryland
$103M +$5.91M +6% 129
MFA
6023
Millington Financial Advisors
Illinois
$102M 70
NA
6024
NVP Associates
California
$102M 8
VIP
6025
Viewpoint Investment Partners
Alberta, Canada
$102M +$18.4M +22% 9