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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
4301
Marion Wealth Management
Pennsylvania
$195M +$3.96M +2% 4.38% 46% 107 12.15%
CA
4302
Crane Advisory
California
$195M 2.69% 34.7% 27
FP
4303
Fiduciary Planning
Florida
$195M -$7.34M -4% 4.73% 65.5% 39 2.56%
FCP
4304
Fosse Capital Partners
United Kingdom
$195M -$4.75M -2% 2.45% 80% 4 0%
WMIG
4305
White Mountains Insurance Group
New Hampshire
$195M +$27.8M +17% 9.77% 105% 2 50%
APW
4306
Acima Private Wealth
Virginia
$195M -$5.8M -3% 5.83% 45.2% 236 3.81%
II
4307
Ibex Investors
Colorado
$195M +$35.2M +22% 5.71% 16.6% 55 76.36%
JAM
4308
JW Asset Management
Florida
$194M +$6.26M +3% 0.38% 251% 11 18.18%
NCM
4309
Neumann Capital Management
California
$194M -$2.99M -2% 5.98% 79.4% 90 14.44%
B
4310
BetterWealth
California
$194M -$8.27M -4% 5.15% 55.7% 38 7.89%
CCM
4311
Cota Capital Management
California
$194M -$49.5M -20% 4.31% 46% 14 14.29%
UIA
4312
UBP Investment Advisors
Switzerland
$194M -$56.1M -22% 4.24% 11.2% 105 24.76%
IAMOG
4313
Investors Asset Management of Georgia
Georgia
$194M +$1.33M +0.7% 4.08% 113% 679 8.39%
LK
4314
Lumbard & Kellner
New Hampshire
$194M -$1.84M -0.9% 4.09% 137% 89 15.73%
E
4315
ETFidea
New York
$194M -$6.24M -3% 4.57% 22.7% 109 9.17%
ACM
4316
Ategra Capital Management
Virginia
$194M -$1.79M -0.9% 5.09% 114% 104 16.35%
PFSC
4317
Peoples Financial Services Corp
Pennsylvania
$194M -$17.1M -8% 6.75% 93% 286 2.8%
SHFA
4318
SS&H Financial Advisors
Michigan
$194M -$23M -11% 7.03% 122 9.02%
SCM
4319
Stonebridge Capital Management
California
$194M -$25.8M -12% 5.23% 99 9.09%
OFG
4320
Omega Financial Group
California
$193M -$14M -7% 6.17% 45.2% 81 6.17%
NF
4321
Nikulski Financial
Iowa
$193M -$8.3M -4% 4.63% 95.8% 124 4.03%
FRA
4322
Front Row Advisors
California
$193M -$10.1M -5% 5.23% 142% 959 8.65%
SI
4323
SimpliFi Inc
California
$193M -$9.43M -5% 3.82% 26.7% 31 3.23%
BZWA
4324
Blue Zone Wealth Advisors
California
$193M -$27.5M -12% 3.68% 78.3% 90 6.67%
GAMC
4325
Garner Asset Management Corp
Texas
$193M -$41.7M -18% 8.68% 95.3% 178 10.67%