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
SWIM
6251
Smallwood Wealth Investment Management
New Jersey
$121M +$11M +10% 66
CPCP
6252
Cedar Point Capital Partners
Iowa
$121M 50
CWM
6253
Cordatus Wealth Management
Pennsylvania
$121M +$11.4M +10% 60
TIM
6254
Tikehau Investment Management
France
$121M -$2.07M -2% 15
KCM
6255
Knoll Capital Management
Florida
$121M +$24.4M +25% 41
MCM
6256
M28 Capital Management
Connecticut
$121M +$33.5M +38% 11
KCS
6257
Koonce Calvin Scott
$121M +$26.4M +28% 2
JWWM
6258
Johnson & White Wealth Management
Pennsylvania
$121M +$10.1M +9% 81
SWM
6259
Schwallier Wealth Management
Michigan
$121M 35
LI
6260
LHM Inc
Utah
$121M 8
PBM
6261
Propel Bio Management
California
$121M 34
DWMS
6262
Dominguez Wealth Management Solutions
Virginia
$121M +$12.3M +11% 59
CI
6263
Carroll Investors
South Carolina
$121M +$7.76M +7% 31
CAM
6264
Costello Asset Management
Pennsylvania
$121M +$11.7M +11% 200
MSRI
6265
Michael S. Ryan Inc
New York
$121M +$15.8M +15% 51
JFG
6266
JDM Financial Group
Texas
$121M +$12.1M +11% 211
OPW
6267
Oxler Private Wealth
New York
$121M -$78.4M -39% 93
RAM
6268
RK Asset Management
Michigan
$121M +$13.6M +13% 21
CRIG
6269
Charter Research & Investment Group
Connecticut
$120M +$9.4M +8% 86
KA
6270
Keene & Associates
Texas
$120M -$4.13M -3% 82
BMD
6271
Better Money Decisions
New Mexico
$120M +$6.86M +6% 63
CCP
6272
Cassia Capital Partners
North Carolina
$120M -$1.73M -1% 62
EFG
6273
Erickson Financial Group
Pennsylvania
$120M +$13.4M +13% 24
GITFIT
6274
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$120M $0 0% 119
RLWM
6275
RF&L Wealth Management
Massachusetts
$120M +$12.6M +12% 56