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
JRFS
7326
James Reed Financial Services
Ohio
$125M +$13.2M +12% 17
CPWL
7327
Coquina Private Wealth LLC
Florida
$125M 90
SAM
7328
Sectoral Asset Management
Quebec, Canada
$125M -$37.3M -23% 88
EV
7329
Eclipse Ventures
California
$125M 1
PWP
7330
Phillips Wealth Planners
Mississippi
$125M +$4.19M +3% 215
PA
7331
PW Advisors
Florida
$125M 34
CWM
7332
ClientFirst Wealth Management
Arkansas
$125M -$391K -0.3% 50
NFP
7333
NorthLanding Financial Partners
New York
$125M +$4.71M +4% 43
JC
7334
JM2 Capital
Oklahoma
$124M 110
1CM
7335
14B Capital Management
California
$124M -$46.5M -27% 19
MCFP
7336
Mallini Complete Financial Planning
Florida
$124M +$1.45M +1% 63
SA
7337
Sincerus Advisory
New York
$124M +$7.63M +7% 74
RG
7338
RHL Group
Michigan
$124M 215
DCM
7339
DG Capital Management
New York
$124M -$48.6M -28% 24
DIGDR
7340
Dynamo Internacional Gestao de Recursos
Brazil
$124M -$33.7M -21% 6
BC
7341
Barnett & Company
Tennessee
$124M -$5.16M -4% 83
BAG
7342
Bauman Advisory Group
Nevada
$124M 51
NI
7343
NCP Inc
California
$124M -$10.5M -8% 163
CDWM
7344
Campbell Deegan Wealth Management
Virginia
$124M +$11.9M +11% 47
RWJF
7345
Robert Wood Johnson Foundation
New Jersey
$124M -$487K -0.4% 2
IP
7346
Integras Partners
Georgia
$124M +$9.53K +0% 66
PAM
7347
Parvin Asset Management
South Dakota
$124M +$10.6M +9% 345
ACM
7348
ACT Capital Management
Pennsylvania
$124M 58
CIA
7349
Christian Investment Advisors
Texas
$123M -$1.08M -0.9% 11
AIA
7350
Aventus Investment Advisors
Florida
$123M +$6.12M +5% 152