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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
MCAV
4201
Meritech Capital Associates V
California
$292M -$7.4M -2% 0.93% 37.3% 3 0%
DA
4202
Detalus Advisors
Missouri
$292M +$11.1M +4% 2.93% 67.9% 156 9.62%
MWP
4203
Madison Wealth Partners
Wisconsin
$292M +$15.1M +5% 3.31% 55.3% 132 9.85%
IMA
4204
Investment Management Associates
Colorado
$291M +$1.29M +0.4% 2.4% 49.5% 36 8.33%
HWMG
4205
Hurlow Wealth Management Group
Indiana
$291M +$8M +3% 1.29% 47.2% 119 5.88%
YRHAM
4206
Yong Rong (HK) Asset Management
Hong Kong
$291M -$84.5M -22% 16.6% 3,176% 26 57.69%
NCM
4207
Neumann Capital Management
California
$291M +$10.5M +4% 5.11% 79.4% 101 5.94%
FIBT
4208
First International Bank & Trust
North Dakota
$291M +$889K +0.3% 0.28% 38.6% 76 15.79%
PTP
4209
Platform Technology Partners
New York
$291M 4.91% 227
RW
4210
Regimen Wealth
Georgia
$290M +$2.11M +0.7% 0.07% 28.5% 73 27.4%
SWA
4211
Strata Wealth Advisors
Texas
$290M +$5.99M +2% 2.2% 84 21.43%
AM
4212
Atwater Malick
Pennsylvania
$290M +$6.5M +2% 2.34% 79.1% 81 9.88%
MSCM
4213
McElhenny Sheffield Capital Management
Texas
$290M +$9.17M +3% 4.27% 86.3% 103 18.45%
GSIAS
4214
Garden State Investment Advisory Services
New Jersey
$290M +$16.6M +6% 3.77% 71.5% 285 23.51%
TAS
4215
TIFF Advisory Services
Pennsylvania
$290M +$60.8M +27% 5.82% 85.9% 27 29.63%
BZWA
4216
Blue Zone Wealth Advisors
California
$290M -$1.19M -0.4% 1.97% 78.3% 94 13.83%
LL
4217
LPWM LLC
Minnesota
$290M +$17.3M +6% 1.84% 54.3% 79 11.39%
HAC
4218
Harbor Advisory Corp
New Hampshire
$290M -$4.23M -1% 1.18% 49.2% 89 8.99%
HSG
4219
Helen Stephens Group
Texas
$289M +$30.2M +12% 1.72% 49.5% 85 16.47%
WTFG
4220
Wells Trecaso Financial Group
Ohio
$289M +$6.11M +2% 3.36% 108% 94 5.32%
KLCM
4221
KG&L Capital Management
Louisiana
$289M +$37.3M +15% 3.03% 69.6% 197 19.8%
TA
4222
Teramo Advisors
Florida
$289M +$31.4M +12% 2.89% 62.5% 10 30%
BWM
4223
BCGM Wealth Management
Indiana
$289M +$10.1M +4% 1.86% 47.4% 154 8.44%
KCG
4224
Kinsale Capital Group
Virginia
$289M +$35.5M +14% 2.22% 61.4% 36 8.33%
M2MC
4225
Matthew 25 Management Corp
Pennsylvania
$288M -$5.68M -2% 5.95% 122% 24 25%