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
ROP
7301
Rule One Partners
Georgia
$111M -$10.2M -8% 14
DFC
7302
DBK Financial Counsel
Ohio
$111M +$10.9M +11% 54
CWM
7303
C2C Wealth Management
Arizona
$110M +$3.92M +4% 88
PWP
7304
Phillips Wealth Planners
Mississippi
$110M +$15.7M +17% 198
EAM
7305
Exome Asset Management
New York
$110M -$1.32M -1% 78
IMC
7306
Investment Management Corporation
Virginia
$110M -$688K -0.6% 193
JRFS
7307
James Reed Financial Services
Ohio
$110M +$20.5M +23% 19
MPEM
7308
Marathon Partners Equity Management
New York
$110M +$15.2M +16% 18
VFIA
7309
Virtus Fixed Income Advisers
Connecticut
$110M 26
BAM
7310
Broyhill Asset Management
North Carolina
$110M -$12.9M -10% 82
SSCM
7311
Seven Six Capital Management
New York
$110M -$1.4M -1% 28
CAM
7312
Chesapeake Asset Management
New York
$110M +$4.84M +5% 525
CWM
7313
Crowley Wealth Management
Delaware
$110M +$4.91M +5% 429
OWA
7314
ORBA Wealth Advisors
Illinois
$110M -$88.5M -45% 111
CM
7315
CM Management
Florida
$110M +$10.3M +10% 76
CJ
7316
Caitlin John
Michigan
$110M +$7.79M +8% 172
RCWM
7317
Red Crane Wealth Management
California
$110M +$5.28M +5% 70
SA
7318
SRN Advisors
Pennsylvania
$110M +$20.7M +23% 102
1M
7319
13D Management
New York
$110M -$3.8M -3% 22
BAWC
7320
Boyce & Associates Wealth Consulting
Texas
$110M +$9.55M +10% 76
TWA
7321
Talisman Wealth Advisors
New Jersey
$110M +$12.2M +12% 115
NDWM
7322
New Dimensions Wealth Management
Texas
$109M +$9.44M +9% 20
PFW
7323
Petros Family Wealth
Minnesota
$109M +$19.2M +21% 139
APW
7324
Axim Planning & Wealth
Ohio
$109M -$3.4M -3% 79
TF
7325
Telligent Fund
Hong Kong
$109M +$19.3M +21% 41