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
ZRP
6401
Zynergy Retirement Planning
New Jersey
$141M -$954K -0.7% 121
SCS
6402
Syquant Capital SAS
France
$141M +$70.5M +100% 18
IOOF
6403
Independent Order of Foresters
Ontario, Canada
$141M -$7.65M -5% 2
CCM
6404
Cloud Capital Management
Washington
$141M 280
ECM
6405
Empirical Capital Management
Tennessee
$141M +$8.18M +6% 14
HWP
6406
Hibernia Wealth Partners
Louisiana
$141M +$10M +8% 58
CI
6407
Corient IA
Florida
$141M 291
MA
6408
Minerva Advisors
Pennsylvania
$141M -$30.3M -18% 57
WFL
6409
Wealth Forward LLC
North Dakota
$141M -$1.2M -0.8% 31
SIM
6410
Sterling Investment Management
Arizona
$140M +$13.1M +10% 59
JRCM
6411
Jones Road Capital Management
New York
$140M -$4.89M -3% 37
ACM
6412
Andina Capital Management
Utah
$140M +$17.7M +14% 165
TWM
6413
Trevian Wealth Management
Massachusetts
$140M +$4.83M +4% 29
OIM
6414
Opus Investment Management
Massachusetts
$140M +$4.88M +4% 30
FA
6415
Financial Alternatives
California
$140M -$1.53M -1% 81
EC
6416
EdgeRock Capital
Colorado
$140M -$12.3M -8% 73
COA
6417
Charter Oak Advisors
New York
$140M -$16.1M -10% 17
MCA
6418
Martin Capital Advisors
Texas
$140M -$15M -10% 70
KFS
6419
Keynote Financial Services
Connecticut
$140M +$9.67M +7% 162
ACM
6420
Aryeh Capital Management
Ontario, Canada
$140M -$26.8M -16% 13
SMF
6421
Sterling Manor Financial
New York
$140M -$3.37M -2% 30
SI
6422
Sapience Investments
California
$140M -$31.3M -18% 91
WPA
6423
Wealth Preservation Advisors
Tennessee
$140M 562
KRW
6424
Kaufman Rossin Wealth
Florida
$140M +$42.7M +44% 153
RLWM
6425
RF&L Wealth Management
Massachusetts
$140M -$1.57M -1% 60