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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
MG
3926
MilWealth Group
Wisconsin
$420M +$29.5K +0% 0.89% 36.8% 84 15.48%
HWMG
3927
Hurlow Wealth Management Group
Indiana
$420M +$11.6M +3% 0.81% 55.8% 124 6.45%
AI
3928
ArchPoint Investors
Florida
$420M -$1.65M -0.4% 0.16% 98.2% 84 11.9%
MIC
3929
Meridian Investment Counsel
California
$420M +$4.89M +1% 2.35% 103% 249 8.84%
IMA
3930
Investment Management Associates
Colorado
$420M +$57.2M +16% 1.09% 51.6% 33 24.24%
PGWM
3931
Parisi Gray Wealth Management
New Jersey
$420M -$20.7M -5% 4.86% 120% 143 9.79%
CMHI
3932
CVC Management Holdings II
Jersey
$420M -$175M -29% 1.3% 4 25%
FPTW
3933
Franklin, Parlapiano, Turner & Welch
Texas
$420M +$17M +4% 0.28% 41.6% 56 8.93%
WCG
3934
Weaver Consulting Group
California
$420M +$10.6M +3% 0.86% 50.5% 284 8.8%
HIP
3935
Harrell Investment Partners
Texas
$419M -$4.85M -1% 0.14% 105% 148 16.89%
SWRP
3936
Summit Wealth & Retirement Planning
California
$419M -$5.59M -1% 1.11% 67.6% 117 11.97%
CWAF
3937
Core Wealth Advisors (Florida)
Florida
$419M +$33.6M +9% 2.15% 48.8% 117 22.22%
FPW
3938
Fairvoy Private Wealth
Alabama
$419M -$27.7M -6% 0.06% 231 30.3%
MFS
3939
Mattson Financial Services
Michigan
$419M -$9.44M -2% 1.47% 242 29.34%
MMG
3940
Monetary Management Group
Missouri
$419M -$13.8M -3% 1.51% 99.8% 339 6.49%
DBRC
3941
D.B. Root & Company
Pennsylvania
$419M +$8.69M +2% 0.4% 47.5% 208 17.79%
PIMC
3942
Praesidium Investment Management Company
New York
$419M -$121M -22% 17.7% 60.5% 12 0%
VIS
3943
Vega Investment Solutions
France
$418M -$211M -33% 3.81% 191 13.61%
TI
3944
Trigran Investments
Illinois
$418M -$89.4M -18% 9.67% 11.2% 19 21.05%
WPI
3945
Walter Public Investments
Canada
$418M -$147M -26% 0.82% 72.7% 55 23.64%
FFA
3946
Florida Financial Advisors
Florida
$418M +$50.1M +14% 4.67% 348 29.31%
MCM
3947
Millstreet Capital Management
Massachusetts
$418M -$21.1M -5% 11.7% 3 33.33%
PA
3948
PSI Advisors
Florida
$418M +$19.4M +5% 0.44% 58.2% 163 28.83%
BFA
3949
Bill Few Associates
Pennsylvania
$417M +$10.6M +3% 0.56% 81.8% 218 12.39%
ACM
3950
Alight Capital Management
New York
$417M +$26M +7% 4.14% 311% 84 50%