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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
MTM
4551
Millennium TVP Management
New York
$127M 187% 5
JF
4552
JSF Financial
California
$127M +$11.8M +10% 9.56% 66.4% 80 26.25%
HHRDM
4553
H&H Retirement Design & Management
Nevada
$127M +$14.3M +13% 6.73% 29.7% 55 41.82%
PCMC
4554
Private Capital Management (Colorado)
Colorado
$127M -$4.85M -4% 7.6% 20% 97 27.84%
PFG
4555
Pacific Financial Group
Washington
$127M +$31.2M +33% 6.99% 48.4% 136 63.97%
BHBT
4556
Burke & Herbert Bank & Trust
Virginia
$127M +$12M +10% 8.43% 52.7% 133 6.77%
AFC
4557
Adaptive Financial Consulting
Ohio
$127M +$13.3M +12% 5.3% 26.8% 18 0%
MCA
4558
Magnolia Capital Advisors
Mississippi
$127M +$49.2M +63% 6.5% 64.9% 111 17.12%
WFA
4559
Wade Financial Advisory
California
$127M +$11.2M +10% 7.26% 15.9% 73 15.07%
BCWM
4560
Blue Chip Wealth Management
Florida
$127M +$21.2M +20% 15.4% 118 21.19%
BWM
4561
Benchmark Wealth Management
Connecticut
$127M +$9.44M +8% 5.13% 42.7% 50 12%
BCM
4562
Burrage Capital Management
Massachusetts
$127M -$16.2M -11% 0.22% 29 17.24%
BIP
4563
Blueprint Investment Partners
North Carolina
$127M -$30.3M -19% 6.07% 75.1% 65 52.31%
IAS
4564
Investment Advisory Services
Texas
$127M +$9.54M +8% 8.52% 65.4% 77 3.9%
WCM
4565
Washburn Capital Management
Florida
$127M +$17.9M +17% 10.8% 117% 55 16.36%
OCM
4566
Orser Capital Management
Texas
$127M +$16.1M +15% 10.1% 122% 73 24.66%
GWAG
4567
Garrett Wealth Advisory Group
Texas
$126M +$1.55M +1% 9.17% 55.2% 53 18.87%
LFA
4568
Legend Financial Advisors
Pennsylvania
$126M -$32.6M -20% 15.9% 117% 37 43.24%
SHA
4569
Seneca House Advisors
Virginia
$126M +$8.22M +7% 7.9% 48% 72 5.56%
HCM
4570
Hall Capital Management
Rhode Island
$126M +$7.38M +6% 9.02% 82 6.1%
MGB
4571
Mass General Brigham
Massachusetts
$126M 5.9% 2
GB
4572
Gunma Bank
Japan
$126M +$29.6M +31% 2.59% 24.5% 22 63.64%
DLHL
4573
Donald L. Hagan LLC
Florida
$126M +$11.1M +10% 13.4% 47.9% 90 22.22%
MI
4574
Moneywise Inc
Virginia
$126M +$1.16M +0.9% 5.17% 58% 42 0%
FCM
4575
Fortis Capital Management
Washington
$126M +$37.3M +42% 2.78% 64% 110 72.73%