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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
MFA
4926
Morling Financial Advisors
California
$229M +$54.6M +31% 1.53% 91.2% 112 27.68%
BWL
4927
Beacon Wealthcare LLC
North Carolina
$229M +$10.1M +5% 1.52% 42% 20 10%
MFG
4928
Monumental Financial Group
Maryland
$229M +$41.3M +22% 2.8% 18.2% 44 15.91%
NA
4929
Nordwand Advisors
Pennsylvania
$229M -$28.1M -11% 1.46% 93% 182 29.67%
BOC
4930
Barbara Oil Co
Illinois
$229M -$7.85M -3% 2.86% 76.9% 80 8.75%
BCM
4931
Beddow Capital Management
Wyoming
$229M -$5K -0% 0.77% 50.7% 59 0%
IPGDR
4932
Investidor Profissional Gestao de Recursos
Brazil
$228M -$65.1M -22% 0.87% 51.8% 30 43.33%
SWMG
4933
Signature Wealth Management Group
Georgia
$228M +$8.53M +4% 0.75% 102 2.94%
SRSA
4934
S.R. Schill & Associates
Washington
$228M -$1.58M -0.7% 0.18% 36.7% 94 25.53%
ACG
4935
Arch Capital Group
Bermuda
$228M -$359M -61% 0.09% 3.08% 4 25%
CWM
4936
Cherrydale Wealth Management
New Jersey
$228M +$14.2M +7% 2.8% 72% 72 20.83%
SCM
4937
Soros Capital Management
New York
$228M -$317M -58% 24.2% 732% 56 46.43%
TPW
4938
Tiller Private Wealth
Pennsylvania
$228M +$3.94M +2% 1.73% 53.5% 53 16.98%
FDS
4939
First Dallas Securities
Texas
$228M +$10.4M +5% 7.97% 163% 127 14.96%
ZIG
4940
Zullo Investment Group
Pennsylvania
$228M +$14.4M +7% 7.95% 116% 159 8.18%
CA
4941
Continental Advisors
Utah
$228M -$19.8M -8% 3.71% 69% 47 12.77%
TDWM
4942
Topel & Distasi Wealth Management
California
$228M +$1.46M +0.6% 0.47% 40% 76 1.32%
7CM
4943
7G Capital Management
New York
$228M +$37.8M +20% 17.7% 137% 8 12.5%
SMC
4944
Spider Management Company
Virginia
$227M -$44.1M -16% 0.07% 4 0%
EP
4945
Essential Planning
New Hampshire
$227M +$27.6M +14% 1.68% 38.1% 76 21.05%
FFA
4946
Fi3 Financial Advisors
Indiana
$227M +$9.74M +4% 2.12% 83.1% 91 9.89%
EW
4947
Enzi Wealth
Texas
$227M +$14.2M +7% 0.3% 72.1% 67 19.4%
SWM
4948
Selective Wealth Management
Virginia
$227M -$3.09M -1% 0.31% 62.6% 107 8.41%
ECML
4949
Eagle Capital Management (Louisiana)
Louisiana
$227M +$4.76M +2% 4.38% 93.6% 41 7.32%
DC
4950
Dorval Corp
Minnesota
$227M +$10.8M +5% 0.27% 27 0%