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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
MIM
4726
MTM Investment Management
South Carolina
$257M +$12.9M +5% 7.16% 71.7% 277 6.86%
GFPC
4727
Global Financial Private Client
Florida
$257M +$17.4M +7% 7.36% 90.4% 828 20.05%
CWA
4728
Centennial Wealth Advisory
Michigan
$257M +$25.7M +11% 5.46% 57.6% 167 27.54%
SCM
4729
Segra Capital Management
Florida
$256M +$130M +103% 0.18% 116% 10 60%
MECA
4730
Miller Equity Capital Advisors
Texas
$256M +$15.8M +7% 7.61% 23.7% 56 1.79%
UCB
4731
United Community Bank
South Carolina
$256M +$8.65M +3% 8.56% 60% 393 9.41%
PH
4732
Pinnacle Holdings
Oklahoma
$256M +$10.1M +4% 7.84% 65.3% 259 18.92%
SGCM
4733
Sand Grove Capital Management
United Kingdom
$256M -$86M -25% 12.4% 411% 28 75%
TWD
4734
True Wealth Design
Ohio
$256M -$149M -37% 5.16% 53% 1,325 45.06%
SAM
4735
Selway Asset Management
$256M +$10.6M +4% 5.9% 36.5% 82 14.63%
RLIM
4736
Red Lighthouse Investment Management
New York
$256M +$17.1M +7% 6.7% 53.1% 106 3.77%
BBWA
4737
Bell & Brown Wealth Advisors
California
$256M -$5.19M -2% 5.45% 73 8.22%
EW
4738
Enzi Wealth
Texas
$256M +$28.5M +13% 6.03% 72.1% 72 15.28%
SRA
4739
Summit Rock Advisors
New York
$256M -$67.8M -21% 5.12% 8 37.5%
AP
4740
Arlington Partners
Alabama
$256M +$54.2M +27% 12% 43.7% 59 3.39%
MCF
4741
MKA Charitable Fund
California
$256M -$5.13M -2% 16.4% 1 0%
RCS
4742
Retirement Capital Strategies
California
$256M +$6.17M +2% 6.12% 50.2% 84 44.05%
BAMG
4743
Brand Asset Management Group
Missouri
$255M +$18.7M +8% 7.34% 56.7% 92 16.3%
HZ
4744
Hixon Zuercher
Ohio
$255M +$18M +8% 7.38% 87.5% 76 15.79%
PFG
4745
Pinnacle Financial Group
Illinois
$255M +$21.3M +9% 7.65% 54.3% 84 19.05%
RL
4746
Rogco LP
Oklahoma
$255M +$10M +4% 6.4% 53.3% 248 6.45%
SW
4747
SMART Wealth
Nebraska
$255M +$7.92M +3% 5.44% 52.3% 166 40.36%
WWM
4748
Westwood Wealth Management
California
$255M -$13.2M -5% 0.93% 254% 44 9.09%
LIM
4749
Letson Investment Management
Georgia
$255M +$28.7M +13% 10.3% 91 3.3%
CPWM
4750
Cypress Point Wealth Management
Texas
$255M +$43.4M +21% 16% 226% 77 9.09%