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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
MWM
3601
Mascoma Wealth Management
New Hampshire
$484M +$17.5M +4% 1.48% 40% 544 14.52%
LF
3602
Lantz Financial
Illinois
$484M +$9.79M +2% 0.88% 67.1% 258 11.63%
MF
3603
Montis Financial
Massachusetts
$484M -$22.4M -4% 1.57% 44% 162 11.11%
BWA
3604
Basecamp Wealth Advisors
Washington
$483M +$13.9M +3% 1.27% 2,198 28.71%
BAM
3605
BOCHK Asset Management
Hong Kong
$483M +$109M +29% 1.97% 142 60.56%
PM
3606
Phraction Management
Connecticut
$483M +$108M +29% 0.16% 89.7% 74 21.62%
NWAG
3607
Net Worth Advisory Group
Utah
$482M -$12.2M -2% 0.77% 481 17.67%
BAG
3608
Bridgewealth Advisory Group
California
$482M +$29.2M +6% 0.98% 39.1% 136 5.15%
MCM
3609
McRae Capital Management
New Jersey
$482M -$7.74M -2% 4.78% 59.2% 109 8.26%
IG
3610
Ithaka Group
Virginia
$482M -$79.1M -14% 12.8% 99.2% 41 12.2%
SDWIA
3611
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$482M -$2.43M -0.5% 0.21% 67.8% 177 6.78%
EFA
3612
Evernest Financial Advisors
Indiana
$481M +$4.3M +0.9% 0.88% 192 9.9%
MAM
3613
Morse Asset Management
Connecticut
$481M -$19.2M -4% 0.86% 153% 432 15.74%
NQWM
3614
Northwest Quadrant Wealth Management
Oregon
$481M -$2.39M -0.5% 0.52% 36.7% 72 8.33%
TAA
3615
TB Alternative Assets
Cayman Islands
$481M -$130M -21% 2.36% 325% 66 69.7%
HC
3616
Hourglass Capital
Texas
$480M +$16.8M +4% 6.23% 90.2% 166 53.01%
BFA
3617
Benedict Financial Advisors
Georgia
$480M +$6.03M +1% 3.85% 62% 139 7.91%
PFM
3618
Privium Fund Management
Netherlands
$480M -$62.8M -12% 13.2% 410% 64 17.19%
FCM
3619
Firestone Capital Management
Florida
$480M +$8.88M +2% 0.22% 43.3% 172 10.47%
DA
3620
Dash Acquisitions
California
$480M +$462K +0.1% 13.4% 61.3% 70 5.71%
YLHM
3621
Yelin Lapidot Holdings Management
Israel
$480M -$18.9M -4% 3.16% 88 6.82%
LIM
3622
Longfellow Investment Management
Massachusetts
$480M +$36.5M +8% 5.99% 49.9% 287 33.8%
SWM
3623
Silverlake Wealth Management
Vermont
$479M +$29.9M +7% 0.24% 54.9% 394 13.2%
RFWA
3624
RPg Family Wealth Advisory
Massachusetts
$479M +$24.3M +5% 0.04% 90.4% 146 19.18%
CCM
3625
Catalio Capital Management
New York
$479M -$87.1M -15% 13.6% 54 40.74%