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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
PIFP
3301
Partners in Financial Planning
Virginia
$660M +$56.6M +9% 8.9% 38.9% 133 9.77%
MWM
3302
MinichMacGregor Wealth Management
New York
$659M +$92.5M +16% 18.9% 119% 170 31.76%
EL
3303
Essex LLC
Illinois
$659M +$92.3M +16% 26.4% 89.1% 189 12.17%
WFA
3304
West Financial Advisors
Iowa
$659M +$69.4M +12% 10.3% 45.1% 228 17.11%
PL
3305
Pandi LLC
Kansas
$658M +$48.5M +8% 14.8% 4 0%
MCM
3306
Mengis Capital Management
Oregon
$658M +$76.7M +13% 19% 91.8% 224 8.04%
AMBIA
3307
Allen Mooney & Barnes Investment Advisors
Georgia
$658M -$37.8M -5% 10.9% 70.2% 168 14.88%
MCM
3308
Mitchell Capital Management
Kansas
$657M +$112M +21% 38.7% 219% 127 18.9%
AOWM
3309
Alpha Omega Wealth Management
Virginia
$657M +$40.3M +7% 10.4% 60.7% 215 7.44%
RDFA
3310
Ritter Daniher Financial Advisory
Ohio
$657M +$67.4M +11% 12.3% 56.7% 630 10.79%
CWM
3311
CMH Wealth Management
New Hampshire
$655M +$72.9M +13% 15.8% 76.6% 121 9.92%
CTA
3312
Clear Trail Advisors
Texas
$655M +$54.6M +9% 4.49% 166 13.25%
SFG
3313
Sovereign Financial Group
Connecticut
$654M +$78.8M +14% 18% 90.7% 407 15.23%
WP
3314
WealthShield Partners
North Carolina
$654M -$244M -27% 17% 71% 626 42.17%
MW
3315
Marble Wealth
Alabama
$653M +$81.9M +14% 16.9% 244 13.11%
ESL
3316
Endurance Services Ltd
New York
$653M +$59.2M +10% 9.49% 8 0%
CFM
3317
Crawford Fund Management
Massachusetts
$653M +$133M +26% 3.64% 217 22.12%
SCP
3318
Stamos Capital Partners
California
$653M +$12.9M +2% 8.87% 36.7% 142 1.41%
NA
3319
Nordwand Advisors
Pennsylvania
$652M +$80.5M +14% 21.2% 93% 155 9.03%
TAWM
3320
Three Arch Wealth Management
California
$652M +$95.8M +17% 11% 71 16.9%
PPW
3321
Presilium Private Wealth
Pennsylvania
$651M +$84.2M +15% 9.87% 41.7% 97 23.71%
GWAG
3322
Garrett Wealth Advisory Group
Texas
$651M +$88.1M +16% 12.1% 66.1% 154 15.58%
BI
3323
BlueSpruce Investments
Illinois
$650M +$19.1M +3% 21.1% 59.6% 22 72.73%
GCM
3324
Gibraltar Capital Management
Oklahoma
$650M +$69.6M +12% 12.5% 56.6% 131 9.16%
BRIM
3325
Broad Run Investment Management
Virginia
$650M +$81.9M +14% 24% 202% 24 0%