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
NPAN
7001
Northeast Planning Associates NH
New Hampshire
$142M +$23.7M +20% 57
AUIM
7002
Aegon USA Investment Management
Iowa
$141M -$5.33M -4% 47
BAM
7003
Bosun Asset Management
Illinois
$141M +$9.23M +7% 68
ACA
7004
Arsenal Capital Advisors
Pennsylvania
$141M 98
JWM
7005
JP Wealth Management
South Carolina
$141M -$7.17M -5% 16
FCM
7006
Flagship Capital Management
Pennsylvania
$141M 47
KOMWMG
7007
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$141M +$9.07M +7% 90
JWM
7008
Jacksonville Wealth Management
Florida
$141M +$5.07M +4% 77
T
7009
Tableaux
Massachusetts
$141M -$109M -43% 125
PSC
7010
Piper Sandler & Co
Minnesota
$141M +$1.88M +1% 34
BLFG
7011
Brian Low Financial Group
Louisiana
$141M +$12.2M +10% 126
PBRA
7012
Pine Brook Road Advisors
New York
$141M +$10.2M +8% 1
BWMG
7013
Bannerman Wealth Management Group
Texas
$141M +$5.35M +4% 34
SHFA
7014
Sherrill & Hutchins Financial Advisory
Georgia
$141M +$2.99M +2% 13
DWM
7015
DeLarme Wealth Management
California
$141M 62
IAG
7016
Ipsen Advisor Group
Arkansas
$141M +$1.72M +1% 107
BRIA
7017
Balanced Rock Investment Advisors
Massachusetts
$141M +$3.92M +3% 97
HB
7018
Hauser Brothers
Germany
$141M +$16.6M +13% 6
BCM
7019
Brightlight Capital Management
Connecticut
$141M -$24.6M -15% 10
BC
7020
Bulwark Capital
Florida
$141M +$12.1M +9% 103
KCAM
7021
Kagan Cocozza Asset Management
New Jersey
$141M +$8.51M +6% 64
PHIC
7022
Pine Haven Investment Counsel
Massachusetts
$141M +$2.09M +2% 121
PWA
7023
Perspective Wealth Advisors
Colorado
$140M 55
BCP
7024
Breakout Capital Partners
New York
$140M -$16.6M -11% 8
AWA
7025
Arbor Wealth Advisors
Michigan
$140M +$6.39M +5% 58