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
USWG
6601
U.S. Wealth Group
New York
$153M +$24.8M +19% 41
ECM
6602
English Capital Management
Michigan
$153M +$1.61M +1% 35
SCM
6603
Susquehanna Capital Management
Pennsylvania
$153M -$20.2M -12% 1
RWS
6604
Rochester Wealth Strategies
Michigan
$153M +$13.4M +10% 23
BCP
6605
Bluegrass Capital Partners
Florida
$153M +$8.53M +6% 11
VFS
6606
Valpey Financial Services
New Hampshire
$153M +$8.18M +6% 72
SH
6607
SLT Holdings
Arizona
$153M +$18.6M +14% 154
MWM
6608
Mittelman Wealth Management
Massachusetts
$153M +$34.3M +29% 42
AIFAIM
6609
American Institute for Advanced Investment Management
Arizona
$153M +$11.3M +8% 151
FAM
6610
Fairtree Asset Management
South Africa
$153M +$20M +15% 100
JIM
6611
JCP Investment Management
Texas
$153M -$20.7M -12% 28
DIS
6612
Diversified Investment Strategies
Louisiana
$153M +$4.68M +3% 52
VEA
6613
Virtus ETF Advisers
New York
$153M +$76.8M +101% 493
CPCP
6614
Cedar Point Capital Partners
Iowa
$153M +$10.7M +8% 69
CIM
6615
Caldwell Investment Management
Ontario, Canada
$152M +$36.9M +32% 32
LAM
6616
Lummis Asset Management
Texas
$152M -$596K -0.4% 166
FS
6617
Financially Speaking
Colorado
$152M +$265K +0.2% 184
EWA
6618
EQ Wealth Advisors
Texas
$152M +$5.46M +4% 253
RWS
6619
Retirement Wealth Solutions
Wisconsin
$152M +$15.2M +11% 865
FW
6620
Fidato Wealth
Ohio
$152M +$12.2M +9% 15
WBCM
6621
Wilson & Boucher Capital Management
California
$152M +$8.76M +6% 115
TIAM2
6622
Tru Independence Asset Management 2
Oregon
$152M +$5.98M +4% 96
TLM
6623
Twin Lions Management
Connecticut
$152M -$1.55M -1% 9
TA
6624
TPG Advisors
Illinois
$152M +$13.8M +10% 106
WA
6625
Whipplewood Advisors
Colorado
$152M -$30M -16% 1,211