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
MWP
7601
Momentum Wealth Planning
Florida
$111M -$17.3M -14% 47
SC
7602
Shuttleworth & Co
Ohio
$111M +$1.16M +1% 60
FF
7603
Frankly Finances
Florida
$110M +$5.05M +5% 65
CWMP
7604
Clarion Wealth Managment Partners
Virginia
$110M +$2.31M +2% 88
MDA
7605
Minot DeBlois Advisors
Massachusetts
$110M -$1.14M -1% 245
CWMS
7606
CFG Wealth Management Services
Indiana
$110M +$537K +0.5% 190
CCI
7607
Credit Capital Investments
New Jersey
$110M +$3.97M +4% 51
FGC
7608
First Growth Capital
Maryland
$110M -$2.5M -2% 130
AC
7609
AWH Capital
Texas
$110M +$1.72M +2% 22
NC
7610
nVerses Capital
Florida
$110M +$65.4M +146% 496
FA
7611
Forefront Analytics
Pennsylvania
$110M -$3.31M -3% 47
PXPO
7612
Peak XV Partners Operations
Mauritius
$110M -$57.7M -34% 1
OWA
7613
OakTrust Wealth Advisors
Connecticut
$110M +$1.47M +1% 72
MCM
7614
Masterton Capital Management
New York
$110M -$33.6M -23% 28
NA
7615
NWM Advisors
California
$110M -$5.15M -4% 25
NMC
7616
New Mountain Capital
New York
$110M -$50.7M -32% 1
BCM
7617
Bond Capital Management
California
$110M -$7.62M -6% 4
BAM
7618
Belleair Asset Management
Florida
$110M +$4.66M +4% 83
KCM
7619
Kultura Capital Management
Utah
$110M -$28.2M -20% 75
SHFG
7620
S Harris Financial Group
Texas
$110M +$5.22M +5% 114
HM
7621
Heronetta Management
New York
$110M -$63.4M -37% 25
DAM
7622
Directional Asset Management
Illinois
$109M -$4.62M -4% 97
SCP
7623
Searchlight Capital Partners
New York
$109M +$1.1M +1% 3
TCRG
7624
Twin Cities Retirement Group
Minnesota
$109M +$5.74M +6% 24
BCM
7625
Bretton Capital Management
California
$109M -$10.2M -9% 18