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
CFP
7226
Comprehensive Financial Planning
Pennsylvania
$103M -$15.6M -13% 371
SCM
7227
Stonepine Capital Management
Oregon
$103M -$21.1M -17% 75
FLP
7228
Financial Life Planners
Arizona
$103M -$16.6M -14% 414
MHIP
7229
Mountain Hill Investment Partners
New Jersey
$102M +$4.19M +4% 194
NL
7230
NDWM LLC
California
$102M -$17.3M -14% 36
AAG
7231
Accordant Advisory Group
Maryland
$102M -$1.41M -1% 157
RF
7232
Roxbury Financial
New Jersey
$102M -$1.49M -1% 404
WN
7233
Williams & Novak
California
$102M -$1.53M -1% 150
ARA
7234
Alexander Randolph Advisory
Virginia
$102M -$5.73M -5% 53
MM
7235
Morangie Management
Florida
$102M -$20.7M -17% 27
CJ
7236
Caitlin John
Michigan
$102M -$45.2M -31% 844
KF
7237
K2 Financial
California
$102M +$1.3M +1% 60
NWA
7238
Navis Wealth Advisors
New York
$102M +$10.3M +11% 110
NFP
7239
NorthLanding Financial Partners
New York
$102M +$2.73M +3% 40
RWP
7240
Ridgeline Wealth Planning
Ohio
$102M -$2.73M -3% 40
CAG
7241
Centerpoint Advisory Group
Kansas
$102M -$1.71M -2% 98
AA
7242
Armor Advisors
New York
$102M +$19.6M +24% 18
YC
7243
Yunqi Capital
Hong Kong
$102M -$54.9M -35% 5
JWM
7244
Jacksonville Wealth Management
Florida
$102M -$5.54M -5% 63
PAYA
7245
Phil A. Younker & Associates
Alaska
$102M +$1.54M +2% 31
PI
7246
Point72 Italy
Italy
$102M -$79.6M -44% 42
HLAM
7247
Hidden Lake Asset Management
New York
$101M -$45.1M -31% 43
GCM
7248
Gladius Capital Management
Illinois
$101M -$72.6M -42% 42
UOP
7249
University of Pittsburgh
Pennsylvania
$101M +$3.04M +3% 2
PIC
7250
Platt Investment Counsel
Florida
$101M -$3.44M -3% 12