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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
MPPLM
4626
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$162M +$20.1M +14% 11.9% 90.2% 122 23.77%
BFS
4627
Bickling Financial Services
Massachusetts
$162M 17.3% 94
PM
4628
Parametrica Management
Hong Kong
$162M +$109M +206% 26.3% 257% 210 84.29%
SJIM
4629
St. Johns Investment Management
Florida
$162M +$13.8M +9% 14.8% 67.1% 183 13.11%
MIM
4630
MTM Investment Management
South Carolina
$162M 12.9% 71.7% 229
NRI
4631
NFP Retirement Inc
California
$162M +$10.1M +7% 10.3% 38.9% 123 16.26%
NERM
4632
New England Research & Management
Illinois
$162M +$23.6M +17% 10.7% 56.4% 171 34.5%
WGCA
4633
Wolf Group Capital Advisors
Virginia
$162M +$17.8M +12% 11.4% 28.2% 94 10.64%
ATIA
4634
American Trust Investment Advisors
New Hampshire
$162M +$23.5M +17% 16.7% 81.1% 79 13.92%
IA
4635
IFG Advisors
Missouri
$161M +$20M +14% 14.8% 71.6% 89 11.24%
WAOI
4636
Wealth Advisors of Iowa
Iowa
$161M +$15.8M +11% 9.87% 54% 43 32.56%
MF
4637
Manchester Financial
California
$161M +$29.4M +22% 17.1% 67.5% 681 18.94%
IWMA
4638
Ironwood Wealth Management (Arizona)
Arizona
$161M +$26M +19% 13.5% 25.4% 53 22.64%
LSWM
4639
Lorne Steinberg Wealth Management
Canada
$161M 18% 73.4% 61
FA
4640
Fountainhead AM
New Jersey
$161M 12.4% 50% 53
CWAG
4641
Compton Wealth Advisory Group
Virginia
$161M +$26.8M +20% 13.3% 67.6% 70 12.86%
SV
4642
Sturgeon Ventures
United Kingdom
$160M +$28M +21% 19.4% 85.9% 46 15.22%
WP
4643
Waycross Partners
Kentucky
$160M 15.5% 78.9% 98
SCM
4644
SunTx Capital Management
Texas
$160M +$60.1M +60% 59.9% 1 0%
CC
4645
Caxton Corporation
New Jersey
$160M +$54.4M +51% 23.7% 778% 49 75.51%
CJA
4646
C-J Advisory
California
$160M +$22.9M +17% 13.6% 39.2% 31 3.23%
HWM
4647
Howard Wealth Management
Connecticut
$160M +$20.1M +14% 9.65% 60.3% 123 4.88%
WCG
4648
Weaver Consulting Group
California
$160M -$13.3M -8% 8.99% 43.5% 1,032 86.72%
ICM
4649
IMS Capital Management
Oregon
$160M +$21.4M +15% 14.1% 119% 140 35%
WC
4650
Wealth CMT
New Jersey
$160M +$25.6M +19% 12.7% 25% 19 0%