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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
WWP
3826
Waypoint Wealth Partners
California
$351M +$29.1M +9% 7.52% 52.1% 76 9.21%
MWM
3827
Mascoma Wealth Management
New Hampshire
$351M +$18.6M +6% 5.09% 40% 471 4.67%
WC
3828
Winmill & Co
New Hampshire
$351M +$39.4M +13% 15.9% 146% 73 19.18%
NFW
3829
Noble Family Wealth
Florida
$351M +$21M +6% 6.95% 56.1% 61 1.64%
DF
3830
Donoghue Forlines
Massachusetts
$351M +$31.8M +10% 8.88% 199% 267 38.2%
AACA
3831
American Assets Capital Advisers
California
$351M -$2.19M -0.6% 9.2% 73.5% 37 21.62%
LMGAM
3832
Liberty Mutual Group Asset Management
Massachusetts
$351M +$5.31M +2% 2.08% 47.9% 124 12.9%
PRWA
3833
Platte River Wealth Advisors
Colorado
$351M +$48.9M +16% 7.52% 28.6% 99 12.12%
TSWM
3834
Triangle Securities Wealth Management
North Carolina
$351M +$29.2M +9% 9.04% 80% 196 3.57%
PCFFS
3835
Pacific Center for Financial Services
California
$351M +$33.6M +11% 8.25% 54.7% 471 16.35%
PSAMP
3836
P. Schoenfeld Asset Management (PSAM)
New York
$350M -$77.6M -18% 11.8% 367% 90 75.56%
VCM
3837
Versant Capital Management
Arizona
$350M +$14.9M +4% 6.54% 82.4% 1,975 8.1%
FSI
3838
Flow State Investments
Illinois
$350M +$31.8M +10% 2.65% 282 42.91%
MAM
3839
Milestone Asset Management
Pennsylvania
$350M +$46M +15% 5.68% 56.1% 176 54.55%
CWA
3840
CM Wealth Advisors
Ohio
$350M +$117M +50% 8.63% 64.7% 192 65.63%
MA
3841
MYDA Advisors
New York
$350M +$50.7M +17% 14.4% 232% 149 62.42%
TCM
3842
Tekne Capital Management
New York
$350M +$75.9M +28% 11.3% 516% 12 33.33%
PFA
3843
Professional Financial Advisors
Nebraska
$350M +$47.4M +16% 6.62% 52.8% 107 16.82%
ECA
3844
Elevated Capital Advisors
Utah
$349M +$29.3M +9% 5.59% 46% 189 15.34%
KA
3845
Kore Advisors
Florida
$349M -$18.9M -5% 6.2% 26 38.46%
EA
3846
Ellsworth Advisors
Ohio
$349M +$32.5M +10% 10% 123% 206 39.32%
BCM
3847
Beck Capital Management
Texas
$348M +$56.3M +19% 24.5% 291% 115 17.39%
NI
3848
NFC Investments
Tennessee
$348M +$24.4M +8% 10.1% 32 3.13%
MFGM
3849
Marshall Financial Group (Maryland)
Maryland
$348M +$37.6M +12% 7.57% 63.5% 182 8.79%
SCA
3850
Stuart Chaussee & Associates
California
$348M +$5.11M +1% 4.84% 58.6% 162 11.73%