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
SFC
7301
Summit Financial Consulting
Michigan
$111M +$3.49M +3% 49
AIA
7302
Aventus Investment Advisors
Florida
$111M 156
KC
7303
Kize Capital
New York
$111M +$1.37M +1% 6
FF
7304
Farnam Financial
Arizona
$111M +$12.7M +13% 49
PAG
7305
Poinciana Advisors Group
Florida
$111M +$14.4M +15% 143
PIM
7306
Profit Investment Management
Maryland
$111M +$3.13M +3% 77
OIM
7307
Orca Investment Management
Oregon
$111M +$10.8M +11% 62
WSFG
7308
Wall Street Financial Group
Illinois
$111M +$14.3M +15% 84
BCM
7309
Bretton Capital Management
California
$111M +$5.19M +5% 20
ROP
7310
Rule One Partners
Georgia
$111M -$10.2M -8% 14
DFC
7311
DBK Financial Counsel
Ohio
$111M +$10.9M +11% 54
CWM
7312
C2C Wealth Management
Arizona
$110M +$3.92M +4% 88
PWP
7313
Phillips Wealth Planners
Mississippi
$110M +$15.7M +17% 198
EAM
7314
Exome Asset Management
New York
$110M -$1.32M -1% 78
IMC
7315
Investment Management Corporation
Virginia
$110M -$688K -0.6% 193
JRFS
7316
James Reed Financial Services
Ohio
$110M +$20.5M +23% 19
MPEM
7317
Marathon Partners Equity Management
New York
$110M +$15.2M +16% 18
VFIA
7318
Virtus Fixed Income Advisers
Connecticut
$110M 26
BAM
7319
Broyhill Asset Management
North Carolina
$110M -$12.9M -10% 82
SSCM
7320
Seven Six Capital Management
New York
$110M -$1.4M -1% 28
CAM
7321
Chesapeake Asset Management
New York
$110M +$4.84M +5% 525
FFP
7322
Frisco Financial Planning
Texas
$110M +$6.77M +7% 20
CWM
7323
Crowley Wealth Management
Delaware
$110M +$4.91M +5% 429
OWA
7324
ORBA Wealth Advisors
Illinois
$110M -$88.5M -45% 111
CM
7325
CM Management
Florida
$110M +$10.3M +10% 76