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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
MRWM
4026
ML&R Wealth Management
Texas
$271M +$1.71M +0.6% 3.93% 58 20.69%
CNC
4027
Citizens & Northern Corp
Pennsylvania
$271M -$8.32M -3% 2.81% 73.3% 105 5.71%
SRC
4028
Stone Run Capital
New York
$271M -$39M -13% 9.32% 77.8% 65 6.15%
FAP
4029
Financial Advisory Partners
Florida
$270M -$3.48M -1% 4.34% 46.7% 73 4.11%
AA
4030
AlphaMark Advisors
Kentucky
$270M -$15.7M -5% 3.13% 26.4% 675 15.11%
HKIM
4031
Hayek Kallen Investment Management
Alabama
$270M -$10.4M -4% 1.99% 68.5% 97 9.28%
WA
4032
Wealthstar Advisors
Texas
$270M -$21.6M -7% 5.54% 105 29.52%
SFG
4033
Sovereign Financial Group
Connecticut
$270M +$20.9M +8% 3.44% 90.7% 231 16.45%
SCM
4034
Stordahl Capital Management
Colorado
$270M +$968K +0.4% 4.61% 50.1% 56 14.29%
TFCM
4035
Taylor Frigon Capital Management
Arizona
$269M -$49.7M -16% 11.6% 131% 95 14.74%
FA
4036
Forefront Analytics
Pennsylvania
$269M -$29.5M -10% 3.33% 33.5% 73 16.44%
MRCM
4037
Mill Road Capital Management
Connecticut
$269M -$31.7M -11% 6.79% 38.3% 29 13.79%
CSUI
4038
Cincinnati Specialty Underwriters Insurance
Ohio
$269M -$17.9M -6% 4.83% 110% 38 0%
UIA
4039
UBP Investment Advisors
Switzerland
$269M -$5.78M -2% 1.84% 11.2% 105 10.48%
RWML
4040
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$269M -$36.6M -12% 5.82% 35.8% 1,166 5.83%
DBRC
4041
D.B. Root & Company
Pennsylvania
$269M -$8.7M -3% 3.46% 47.5% 196 12.24%
RAM
4042
Roanoke Asset Management
New Jersey
$269M -$33.3M -11% 5.71% 50.3% 123 14.63%
ECML
4043
Eagle Capital Management (Louisiana)
Louisiana
$268M -$113M -30% 3.09% 93.6% 49 14.29%
DCM
4044
Davidson Capital Management
Texas
$268M +$85.6M +47% 2.85% 79.2% 102 30.39%
BZWA
4045
Blue Zone Wealth Advisors
California
$268M -$34.4M -11% 6.15% 78.3% 113 23.89%
QPWM
4046
Quadrant Private Wealth Management
Pennsylvania
$268M -$1.02M -0.4% 2.39% 87.9% 224 16.96%
MC
4047
MSD Capital
New York
$268M -$10.1M -4% 11.5% 19.8% 5 20%
HC
4048
Hillman Company
Pennsylvania
$268M -$3.06M -1% 5.38% 134% 15 33.33%
EWP
4049
Engrave Wealth Partners
Texas
$268M -$78.8M -23% 4.21% 39.9% 76 35.53%
WCM
4050
WealthBridge Capital Management
Ohio
$267M -$472K -0.2% 3.85% 82.1% 195 18.97%