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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
3876
Marion Wealth Management
Pennsylvania
$399M +$25.1M +7% 6.44% 46% 140 15%
CCIP
3877
Camrose Capital Investment Partners
United Kingdom
$399M +$121M +43% 7.9% 9 0%
WWM
3878
Wiser Wealth Management
Georgia
$399M +$42.9M +12% 8.1% 46.7% 53 13.21%
LHC
3879
Little House Capital
Massachusetts
$399M +$35.4M +10% 13.4% 108% 141 21.28%
OHA
3880
Oak Hill Advisors
New York
$399M -$73.1M -15% 3.54% 42.4% 13 7.69%
SRF
3881
Silver Rock Financial
California
$399M +$16.8M +4% 4.54% 2.58% 31 9.68%
MA
3882
MSA Advisors
California
$399M +$8.21M +2% 9.81% 34 29.41%
FGWP
3883
Founders Grove Wealth Partners
Virginia
$399M +$39.6M +11% 7.99% 135 14.07%
DAL
3884
Delta Air Lines
Georgia
$398M +$65.8M +20% 26.2% 5.3% 2 0%
SWGC
3885
Summit Wealth Group (Colorado)
Colorado
$398M 8.56% 236
BOSSRA
3886
B.O.S.S. Retirement Advisors
Utah
$398M +$53.4M +15% 9.96% 69.7% 212 30.19%
MAV
3887
Mason & Associates (Virginia)
Virginia
$398M +$51.1M +15% 6.59% 44 18.18%
CAG
3888
Curtis Advisory Group
California
$398M +$57.5M +17% 12.9% 67.6% 113 18.58%
TCM
3889
Tradewinds Capital Management
Washington
$398M +$24.6M +7% 10.4% 85.2% 706 14.59%
DI
3890
DDFG Inc
California
$398M +$36.7M +10% 7.24% 50.9% 81 7.41%
CCA
3891
Childress Capital Advisors
Texas
$397M +$52.3M +15% 9.06% 101% 260 17.69%
PAMI
3892
Perseverance Asset Management International
Cayman Islands
$397M -$368M -48% 5.64% 120% 22 59.09%
BFIC
3893
Bedell Frazier Investment Counselling
California
$397M +$4.42M +1% 8.3% 72.5% 117 18.8%
MCA
3894
Magnolia Capital Advisors
Mississippi
$397M +$29.1M +8% 8.92% 78.7% 245 9.39%
NI
3895
NetEase Inc
China
$397M +$375M +1,695% 10% 464% 2 50%
WMWM
3896
Whitaker-Myers Wealth Managers
Ohio
$397M +$40.4M +11% 9.95% 69.5% 122 18.03%
GSIAS
3897
Garden State Investment Advisory Services
New Jersey
$397M +$84.2M +27% 14.4% 94% 339 26.25%
AC
3898
Almitas Capital
California
$396M +$95M +32% 17.9% 86.1% 101 38.61%
P
3899
Paradiem
Louisiana
$396M +$33.6M +9% 8.7% 107% 60 25%
BWM
3900
BigSur Wealth Management
Florida
$396M +$27M +7% 9.82% 83.1% 160 8.75%