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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
MFP
3776
Mosaic Financial Partners
California
$152M -$12.8M -8% 0.34% 6.05% 54 14.81%
MWA
3777
MFA Wealth Advisors
Pennsylvania
$152M +$19.7M +15% 2.19% 64.7% 59 18.64%
AWMS
3778
Advocacy Wealth Management Services
Georgia
$152M +$6.61M +5% 0.99% 48.3% 236 22.46%
DR
3779
Davis Rea
Ontario, Canada
$152M -$5.46M -3% 2.62% 45.7% 49 6.12%
DCM
3780
Dean Capital Management
Kansas
$152M -$50M -25% 3.75% 89.7% 75 21.33%
KCM
3781
Kempner Capital Management
Texas
$152M +$5.38M +4% 2.55% 60.9% 66 12.12%
HCIA
3782
Hochman Cole Investment Advisors
Illinois
$152M +$8.79M +6% 2.52% 42.7% 106 8.49%
TWS
3783
Thomas W. Smith
$152M +$16.3M +12% 17% 10 0%
AAM
3784
American Asset Management
Florida
$152M +$36.3M +31% 1.95% 42.5% 113 14.16%
TP
3785
Truvvo Partners
New York
$152M -$118M -44% 2.05% 21.1% 96 52.08%
RP
3786
Rice Partnership
Hawaii
$152M +$1.89M +1% 3.13% 123% 74 10.81%
IDBONY
3787
Israel Discount Bank of New York
New York
$152M +$1.48M +1% 0.26% 37.3% 418 4.07%
FF
3788
Fluent Financial
Texas
$151M +$7.53M +5% 1.26% 42.5% 88 50%
GCM
3789
GoodHaven Capital Management
New Jersey
$151M -$1.96M -1% 2.13% 80.7% 24 16.67%
NERM
3790
New England Research & Management
Illinois
$151M +$2.01M +1% 0.26% 56.4% 189 30.69%
VFPI
3791
Vantage Financial Partners (Illinois)
Illinois
$151M +$5.02M +3% 0.92% 13.1% 81 9.88%
JSA
3792
Jacobson & Schmitt Advisors
Wisconsin
$151M +$3.38M +2% 7.02% 70.3% 51 17.65%
NU
3793
Northwestern University
Illinois
$151M -$118M -44% 2.94% 31.6% 4 50%
FUBT
3794
First United Bank & Trust
Maryland
$151M -$1.13M -0.7% 2.2% 69.2% 113 4.42%
FCAG
3795
First Capital Advisors Group
New Jersey
$151M -$21.7M -13% 2.59% 910 82.64%
BF
3796
Blankinship & Foster
California
$151M -$82K -0.1% 0.82% 60.4% 39 10.26%
EU
3797
Emory University
Georgia
$151M +$10.6M +8% 3.88% 53 26.42%
SDWMA
3798
Schneider Downs Wealth Management Advisors
Pennsylvania
$151M -$26.8M -15% 13.7% 55% 59 18.64%
PS
3799
Portfolio Strategies
New York
$151M +$20.8M +16% 6.16% 120% 278 20.14%
NEIRG
3800
New England Investment & Retirement Group
Massachusetts
$150M -$32.4M -18% 3.6% 72.5% 60 36.67%