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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
MAM
4926
Mirabaud Asset Management
United Kingdom
$242M +$25.2M +12% 6.64% 53 28.3%
KSWA
4927
Kathleen S. Wright Associates
Pennsylvania
$242M +$24.6M +11% 8.47% 66% 298 26.51%
PP
4928
Pacifica Partners
Canada
$242M +$9.2M +4% 5.14% 123% 552 12.86%
OGM
4929
OnyxPoint Global Management
New York
$242M -$157M -39% 4.23% 162% 23 47.83%
WSWA
4930
Warren Street Wealth Advisors
California
$242M +$40.8M +20% 5.48% 75.7% 109 11.93%
SL
4931
SWMG LLC
Texas
$242M +$17.5M +8% 5.74% 61.3% 130 35.38%
CJH
4932
Christopher J. Hasenberg
Wisconsin
$242M +$21.4M +10% 6.87% 188 33.51%
BO
4933
Bank OZK
Arkansas
$242M +$11.1M +5% 6.65% 112% 153 5.88%
MWM
4934
Mindset Wealth Management
Indiana
$242M 4.02% 128
BFS
4935
Burkett Financial Services
South Carolina
$242M +$47.1M +24% 5.78% 228 17.54%
HFRG
4936
Houlihan Financial Resource Group
Virginia
$242M +$95.2M +65% 5.33% 50.6% 107 42.06%
LWM
4937
Long Walk Management
Connecticut
$242M +$29.9M +14% 14.9% 302% 12 41.67%
PAWA
4938
Palo Alto Wealth Advisors
California
$242M +$96.9M +67% 0.7% 108% 52 23.08%
AIA
4939
Armor Investment Advisors
North Carolina
$241M +$24.6M +11% 6.15% 56.6% 162 7.41%
TDWM
4940
Topel & Distasi Wealth Management
California
$241M +$13.6M +6% 6.22% 40% 78 2.56%
TPW
4941
Tiller Private Wealth
Pennsylvania
$241M +$13.4M +6% 6.71% 53.5% 59 20.34%
MFG
4942
Monte Financial Group
Connecticut
$241M +$14.7M +6% 8.47% 57.9% 85 7.06%
VU
4943
Valence8 US
Massachusetts
$241M +$49.2M +26% 6.13% 69.9% 62 85.48%
LWM
4944
Luminvest Wealth Management
Arizona
$241M +$28.1M +13% 5.7% 36 11.11%
LHCM
4945
Lloyd Harbor Capital Management
New York
$241M +$77.7M +48% 6.66% 144% 32 75%
ZIG
4946
Zullo Investment Group
Pennsylvania
$241M +$13.1M +6% 6.34% 116% 155 5.81%
SWM
4947
Selective Wealth Management
Virginia
$241M +$13.7M +6% 6.89% 62.6% 107 5.61%
LAM
4948
Lountzis Asset Management
Pennsylvania
$241M +$26.6M +12% 9.97% 144% 49 6.12%
MPAM
4949
Murphy Pohlad Asset Management
Minnesota
$241M +$8.76M +4% 6.53% 75.1% 121 6.61%
GGI
4950
GPM Growth Investors
Michigan
$240M +$5.13M +2% 5.11% 46 8.7%