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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
4751
Marion Wealth Management
Pennsylvania
$205M -$6.22M -3% 3.63% 46% 99 4.04%
MMM
4752
Mendel Money Management
Illinois
$205M +$31.3M +18% 5.82% 75.4% 125 46.4%
C1AG
4753
Client 1st Advisory Group
Florida
$205M -$174K -0.1% 3.61% 57.4% 82 8.54%
SWM
4754
Sculati Wealth Management
Michigan
$205M -$2.31M -1% 1.06% 72.3% 122 7.38%
TAM
4755
Townsend Asset Management
North Carolina
$205M -$4.83M -2% 5.02% 77% 219 10.05%
SLWA
4756
San Luis Wealth Advisors
California
$205M +$106M +108% 5.74% 58.8% 459 80.61%
ROC
4757
Robertson Opportunity Capital
Texas
$204M -$14.1M -6% 0.66% 93.4% 29 13.79%
PP
4758
Prosperity Planning
Missouri
$204M +$6.97M +4% 4.2% 40.5% 96 4.17%
SCM
4759
SG Capital Management
Illinois
$204M -$61.1M -23% 2.65% 250% 84 69.05%
NWM
4760
Northwest Wealth Management
Iowa
$204M -$11M -5% 1.61% 63.4% 143 20.28%
MFS
4761
Madrona Financial Services
Washington
$204M -$32.5M -14% 4.09% 75.4% 82 14.63%
CWM
4762
CCG Wealth Management
California
$204M +$12.2M +6% 3.64% 82.6% 131 32.82%
BCM
4763
Bienville Capital Management
New York
$204M +$65.9M +48% 7.06% 36.3% 154 45.45%
FS
4764
Ferguson Shapiro
Georgia
$204M +$18.5M +10% 7.19% 39.6% 42 50%
HBCM
4765
Heron Bay Capital Management
Michigan
$204M +$1.02M +0.5% 4.42% 58.9% 76 18.42%
TL
4766
TowerView LLC
New York
$204M +$1.4M +0.7% 2.48% 17.9% 36 13.89%
NFSG
4767
Newbridge Financial Services Group
Florida
$203M -$8.32M -4% 5.05% 164% 1,612 17.25%
MPPLM
4768
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$203M -$2.56M -1% 3.37% 130% 133 22.56%
SWM
4769
Scissortail Wealth Management
Oklahoma
$203M -$56.4M -22% 0.08% 65% 147 55.1%
SFA
4770
Spectrum Financial Alliance
Kentucky
$203M -$1.8M -0.9% 1.69% 185% 10 10%
PWC
4771
PYA Waltman Capital
Tennessee
$203M +$9.06M +5% 1.56% 62.4% 216 8.33%
BWL
4772
Beacon Wealthcare LLC
North Carolina
$203M -$16.9M -8% 5.78% 42% 13 7.69%
SJL
4773
Shayne & Jacobs LLC
Tennessee
$203M +$17M +9% 10.5% 73.4% 37 2.7%
NLVP
4774
New Leaf Venture Partners
New York
$203M -$73.1M -26% 22% 17.1% 22 4.55%
BWM
4775
BNC Wealth Management
Oregon
$203M -$8.57M -4% 1.21% 193% 146 30.82%