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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
HS
4626
Horan Securities
United States
$195M +$16.9M +9% 5.19% 50.1% 847 19.95%
EC
4627
EdgeRock Capital
Colorado
$195M +$15.6M +9% 6.93% 71.3% 67 13.43%
MIM
4628
MTM Investment Management
South Carolina
$195M +$2.15M +1% 3.16% 80.5% 276 8.33%
AS
4629
American Securities
New York
$195M +$92.6M +91% 90.8% 1 0%
MPW
4630
Monterey Private Wealth
California
$195M +$9.41M +5% 7.75% 29.8% 104 7.69%
ECM
4631
Endurant Capital Management
California
$195M -$51.6M -21% 2.69% 18.4% 72 54.17%
BFWA
4632
Benchmark Financial Wealth Advisors
Florida
$195M +$10.8M +6% 6.15% 70.6% 73 9.59%
MWM
4633
MTC Wealth Management
Florida
$195M +$6.46M +3% 3.5% 30.5% 13 15.38%
MRCM
4634
Mill Road Capital Management
Connecticut
$194M +$11.3M +6% 3.59% 85.1% 29 27.59%
PWS
4635
Peterson Wealth Services
Utah
$194M +$19.7M +11% 10.7% 153% 95 10.53%
MCA
4636
Magnolia Capital Advisors
Mississippi
$194M +$43.8M +29% 5.78% 78.7% 153 13.07%
RM
4637
Radcliff Management
New York
$194M +$23.9M +14% 14.6% 47.6% 2 0%
FWM
4638
Forza Wealth Management
Florida
$194M +$43.5M +29% 3.09% 65.6% 179 21.79%
BWA
4639
Bordeaux Wealth Advisors
California
$194M +$11.8M +6% 15.3% 141% 103 22.33%
FA
4640
Forefront Analytics
Pennsylvania
$194M +$6.3M +3% 3.91% 50.9% 81 9.88%
GFPC
4641
Global Financial Private Client
Florida
$194M +$15.3M +9% 4.94% 90.4% 699 4.72%
GIP
4642
Gavilan Investment Partners
California
$194M +$96.5M +99% 29.9% 109% 14 0%
ONGA
4643
O'Neil Global Advisors
California
$194M +$172M +795% 46.4% 1,833% 88 88.64%
SWA
4644
Strata Wealth Advisors
Texas
$194M +$13.4M +7% 7.99% 68.3% 57 22.81%
GWSA
4645
Global Wealth Strategies & Associates
Colorado
$194M +$21.4M +12% 5.68% 62.5% 395 21.77%
IRM
4646
Income Research & Management
Massachusetts
$194M -$18.3M -9% 0% 0.7% 22 27.27%
HRC
4647
Hoertkorn Richard Charles
$194M +$5.12M +3% 7.63% 172% 87 3.45%
EFM
4648
Eley Financial Management
Vermont
$193M +$7.87M +4% 6.29% 69.7% 71 4.23%
OFS
4649
Oldfather Financial Services
Nebraska
$193M +$17.9M +10% 4.7% 60.8% 67 17.91%
AZ
4650
Aquamarine Zurich
Switzerland
$193M +$7.49M +4% 5.8% 74.8% 12 0%