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
CCFP
6151
Charles Carroll Financial Partners
Massachusetts
$76.5M -$20M -21% 49
MFA
6152
Morling Financial Advisors
California
$76.4M -$2.33M -3% 88
SCMC
6153
Serent Capital Management Company
California
$76.4M -$6.41M -8% 1
PWMG
6154
Provence Wealth Management Group
California
$76.2M -$11.2M -13% 67
CRC
6155
Catawba River Capital
South Carolina
$76.1M -$74.9M -50% 25
HP
6156
Highlander Partners
Texas
$76M -$3.74M -5% 25
MAG
6157
Mayfair Advisory Group
Alabama
$75.9M -$2.08M -3% 130
RRCP
6158
Rip Road Capital Partners
Massachusetts
$75.9M -$120M -61% 20
CFAM
6159
Coury Firm Asset Management
Pennsylvania
$75.4M -$40M -35% 66
KA
6160
Kearns & Associates
California
$75.4M -$21M -22% 16
IP
6161
Invenire Partners
Connecticut
$75.3M -$4.41M -6% 32
TWP
6162
Tower Wealth Partners
Pennsylvania
$75.3M -$16.8M -18% 53
TS
6163
Twin Securities
New York
$75.2M -$52M -41% 23
SPWM
6164
Spartan Planning & Wealth Management
North Carolina
$74.9M -$5.02M -6% 165
NIM
6165
NuWave Investment Management
New Jersey
$74.8M +$294K +0.4% 368
LG
6166
Lane Generational
Massachusetts
$74.8M -$33.7M -31% 36
EWM
6167
Echo Wealth Management
Minnesota
$74.8M -$10.3M -12% 53
ATGP
6168
Addition Three General Partner
New York
$74.7M -$26.2M -26% 1
MUMSS
6169
Mitsubishi UFJ Morgan Stanley Securities
Japan
$74.6M -$40.5M -35% 174
KM
6170
Kalos Management
Georgia
$74.4M -$71.7M -49% 182
1I
6171
1888 Investments
Colorado
$74.4M -$3.92M -5% 8
HJMC
6172
Hellman Jordan Management Company
Massachusetts
$74.4M -$17.8M -19% 73
JMF
6173
Johnson Midwest Financial
Iowa
$74.4M +$3.89M +6% 335
LDFO
6174
Louis-Dreyfus Family Office
Connecticut
$74.3M -$9.27M -11% 6
MAM
6175
Madryn Asset Management
New York
$74.3M -$37.3M -33% 3