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
JWM
6826
JDH Wealth Management
California
$148M +$2.45M +2% 54
CWP
6827
Corepath Wealth Partners
Arizona
$148M -$848K -0.6% 42
RCM
6828
Rockbridge Capital Management
Virginia
$148M -$16.7M -10% 32
LC
6829
Lakehouse Capital
Australia
$148M +$9.58M +7% 14
AWA
6830
Authentikos Wealth Advisory
California
$148M -$3.04M -2% 76
JWM
6831
Jacksonville Wealth Management
Florida
$148M +$6.83M +5% 79
SRSA
6832
S.R. Schill & Associates
Washington
$148M +$6.41M +5% 31
FWMM
6833
Foundation Wealth Management (Missouri)
Missouri
$148M -$3.91M -3% 45
DG
6834
DMC Group
Alabama
$148M -$1.9M -1% 158
MM
6835
MQS Management
New York
$148M -$21.6M -13% 615
OCM
6836
Orleans Capital Management
Louisiana
$148M -$13.1M -8% 128
1IA
6837
1620 Investment Advisors
Massachusetts
$148M -$2.19M -1% 675
CWMS
6838
Cannon Wealth Management Services
North Carolina
$148M +$6.17M +4% 89
RSWA
6839
Robinson Smith Wealth Advisors
Maine
$148M +$1.38M +0.9% 86
NDBT
6840
North Dallas Bank & Trust
Texas
$148M -$5.56M -4% 113
NLA
6841
Northern Lights Advisors
Washington
$148M +$1.85M +1% 57
DCM
6842
Davis Capital Management
Florida
$148M +$2.25M +2% 649
WC
6843
Wynnefield Capital
New York
$148M -$30.3M -17% 12
SWM
6844
Sagace Wealth Management
Florida
$147M +$471K +0.3% 75
SFP
6845
SwitchPoint Financial Planning
Utah
$147M +$4.7M +3% 65
JWM
6846
JP Wealth Management
South Carolina
$147M +$6M +4% 16
CAM
6847
Campion Asset Management
Virginia
$147M +$3.4M +2% 83
APCM
6848
Arbiter Partners Capital Management
New York
$147M -$38.4M -21% 51
PSIWM
6849
Paradigm Strategies in Wealth Management
Minnesota
$147M -$4.97M -3% 57
EW
6850
Entruity Wealth
California
$147M +$7.03M +5% 47