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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 Avg Holding
Period (Yrs)
Larson Financial Group
4201
Larson Financial Group
Missouri
$135M +$8.39M +7% 1.39% 81.2% 611 15.06% 0.5
CCM
4202
Colorado Capital Management
Colorado
$135M +$1.39M +1% 2.55% 60.4% 84 2.38% 2.6
SJIM
4203
St. Johns Investment Management
Florida
$135M +$5.14M +4% 3.65% 80.9% 177 5.65% 3.7
EWMCB
4204
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$134M +$626K +0.5% 1.63% 13% 38 15.79% 3
SCM
4205
SCW Capital Management
Texas
$134M -$18.8M -12% 3% 179% 14 42.86% 0.4
PP
4206
PDS Planning
Ohio
$134M +$5.78M +4% 2.1% 62.7% 95 7.37% 1.1
ICM
4207
III Capital Management
Florida
$134M – – 0.17% 28.7% 44 – 0
DSA
4208
Droms Strauss Advisors
Missouri
$134M +$5.32M +4% 2.81% 68.7% 43 2.33% 0.4
FF
4209
Fluent Financial
Texas
$134M +$12.4M +10% 2.15% 46.9% 58 20.69% 0.9
PWM
4210
Paulson Wealth Management
Illinois
$134M +$2.33M +2% 2.19% 57.1% 117 11.11% 1.2
AWM
4211
AllSquare Wealth Management
New York
$134M +$1.12M +0.8% 2.26% 62.4% 499 9.62% 2
WA
4212
WESPAC Advisors
California
$134M -$10.7M -7% 2.65% 112% 152 48.03% 1
ACI
4213
AB CarVal Investors
Minnesota
$134M -$15.3M -10% 3.99% 24% 9 22.22% 0.8
SST
4214
S Squared Technology
New York
$134M +$4.59M +4% 15.3% 223% 43 13.95% 2
VNB
4215
Virginia National Bank
Virginia
$134M -$10.9M -8% 2.68% – 102 11.76% 0.7
AP
4216
Agilis Partners
Massachusetts
$134M +$16.5M +14% 2.37% 8.47% 21 0% 1.7
OKSA
4217
O'Keefe Stevens Advisory
New York
$134M +$5.32M +4% 2.49% 208% 44 13.64% 1.4
IC
4218
Inscription Capital
Texas
$134M -$55.7M -29% 3.12% – 265 63.77% 0.5
WPW
4219
Winthrop Partners - WNY
New York
$133M +$5.28M +4% 2.54% – 239 9.21% 1.2
ADMI
4220
Albert D. Mason Inc
Massachusetts
$133M -$3.33M -2% 3.54% 82% 145 6.9% 3.6
PFC
4221
Personal Financial Consultants
California
$133M +$2.79M +2% 2.32% – 19 0% 0.8
SSW
4222
Smith Shellnut Wilson
Mississippi
$133M +$6.81M +5% 2.81% 90.2% 139 12.23% 1.7
MWA
4223
MFA Wealth Advisors
Pennsylvania
$133M -$19.2M -13% 2.38% 68.6% 54 24.07% 1
MFM
4224
Mirsky Financial Management
New York
$133M +$4.36M +3% 1.61% 39.3% 36 0% 0.5
BFM
4225
Broadview Financial Management
Wisconsin
$133M +$4.52M +4% 2.31% 52.4% 46 2.17% 1.2