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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
BBPWM
3426
Blue Bell Private Wealth Management
Pennsylvania
$305M +$25.4M +9% 6.54% 53.3% 761 12.48%
MLM
3427
Mount Lucas Management
Pennsylvania
$305M +$14.8M +5% 11.1% 84.4% 130 46.15%
RPWA
3428
Regent Peak Wealth Advisors
Georgia
$305M +$20.9M +7% 8.32% 168 19.05%
CWM
3429
Compass Wealth Management
Connecticut
$305M 13.5% 84.7% 411
FPTW
3430
Franklin, Parlapiano, Turner & Welch
Texas
$305M +$23.9M +8% 9.09% 41.6% 49 8.16%
M1FG
3431
Mach-1 Financial Group
Arkansas
$305M +$209M +219% 9.84% 83.4% 507 83.23%
IFS
3432
Ifrah Financial Services
Arkansas
$305M +$13.6M +5% 6.17% 61.7% 207 14.01%
RDWM
3433
Red Door Wealth Management
Tennessee
$305M +$40.6M +15% 10% 100% 143 11.19%
DA
3434
Doliver Advisors
Texas
$304M +$33.5M +12% 15% 81% 170 25.29%
TFA
3435
Tobias Financial Advisors
Florida
$304M +$20.9M +7% 5.77% 35.5% 85 12.94%
HP
3436
HT Partners
Connecticut
$304M +$70.2M +30% 6.73% 63.1% 48 12.5%
TCP
3437
ThornTree Capital Partners
Massachusetts
$304M +$10.8M +4% 0.38% 206% 22 45.45%
AC
3438
Annandale Capital
Texas
$304M +$32.9M +12% 7.14% 52.5% 150 20%
BL
3439
BCWM LLC
Kansas
$304M +$28.4M +10% 11.5% 61 3.28%
LGA
3440
Lebenthal Global Advisors
New York
$304M +$85.2M +39% 7.59% 50.8% 139 25.18%
ACM
3441
AIGH Capital Management
Maryland
$304M -$18.2M -6% 14.1% 1,034% 65 41.54%
FNBOMD
3442
First National Bank of Mount Dora
Florida
$303M +$21.1M +7% 12.4% 84.5% 127 6.3%
CCT
3443
Capital City Trust
Florida
$303M +$17.6M +6% 10.7% 78% 117 5.98%
CG
3444
Compass Group
New York
$303M +$48.8M +19% 13.5% 64.6% 15 20%
LWP
3445
LMG Wealth Partners
Louisiana
$302M 9.64% 69.7% 107
ALAM
3446
Asahi Life Asset Management
Japan
$302M -$21.3M -7% 12.6% 98.6% 278 46.4%
PCMC
3447
Private Capital Management (Colorado)
Colorado
$302M +$29.7M +11% 9.02% 20% 148 28.38%
HCM
3448
Horrell Capital Management
Arkansas
$302M +$28M +10% 8.96% 55.1% 217 11.52%
AGA
3449
Accuvest Global Advisors
Utah
$302M +$155M +106% 9.13% 126% 129 41.86%
MGI
3450
MayTech Global Investments
New York
$302M +$27.7M +10% 5.36% 158% 67 59.7%