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
JHWEPV
6076
J.H. Whitney Equity Partners VII
Connecticut
$130M +$72.5M +125% 1
FHWM
6077
Fox Hill Wealth Management
Massachusetts
$130M 138
APS
6078
American Planning Services
Florida
$130M -$20.1M -13% 49
RCF
6079
Rainwater Charitable Foundation
Texas
$130M +$9.4M +8% 6
DC
6080
Darrow Company
Massachusetts
$130M +$16.1M +14% 40
VBWMG
6081
Von Berge Wealth Management Group
California
$130M +$13.1M +11% 70
JPC
6082
Jabodon PT Co
Nevada
$130M +$67.8M +109% 4
CIM
6083
Caldwell Investment Management
Ontario, Canada
$130M +$27.3M +27% 38
EA
6084
Echo45 Advisors
California
$130M +$12M +10% 48
CCG
6085
Catalina Capital Group
California
$130M 174
FPW
6086
Flagship Private Wealth
Massachusetts
$130M +$16.3M +14% 83
PWA
6087
Pillar Wealth Advisors
Pennsylvania
$130M +$14.3M +12% 72
PPA
6088
Painted Porch Advisors
California
$130M 49
PMAM
6089
Penn Mutual Asset Management
Pennsylvania
$130M +$23.1M +22% 92
BFM
6090
Broadview Financial Management
Wisconsin
$130M +$21.5M +20% 40
ALWM
6091
Andrews Lucia Wealth Management
California
$130M +$13.3M +11% 29
WWM
6092
Westwood Wealth Management
California
$130M +$1.84M +1% 38
FWP
6093
Family Wealth Partners
North Carolina
$130M 40
FRA
6094
FFG Retirement Advisors
Colorado
$129M +$8.89M +7% 47
APC
6095
Asset Planning Corporation
Tennessee
$129M -$537K -0.4% 43
FHC
6096
Fort Henry Capital
West Virginia
$129M +$12.4M +11% 15
KFP
6097
Keener Financial Planning
Texas
$129M 185
LAM
6098
LifePro Asset Management
California
$129M +$8.03M +7% 121
MWVC
6099
Morgens Waterfall Vintiadis & Co
New York
$129M +$5.81M +5% 33
PJWM
6100
Philip James Wealth Mangement
Georgia
$129M 74