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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
WP
5126
Wealthspan Partners
Iowa
$317M +$33.5M +12% 9.99% 65% 133 10.53%
MWA
5127
Medallion Wealth Advisors
Connecticut
$317M +$11M +4% 12.7% 1,314 21.77%
MAM
5128
Montanaro Asset Management
United Kingdom
$317M -$17.2M -5% 18.7% 49.6% 47 21.28%
TW
5129
ticino wealth
California
$317M +$29.4M +10% 13.6% 149 16.78%
PIA
5130
Powell Investment Advisors
Florida
$317M +$26.7M +9% 15.9% 76.1% 187 17.65%
FDW
5131
Fourth Dimension Wealth
Ohio
$316M +$52.6M +20% 20% 713 21.74%
NF
5132
Nvest Financial
New Hampshire
$316M +$47.9M +18% 17% 92.8% 156 14.74%
BWG
5133
Balanced Wealth Group
Ohio
$316M +$36.9M +13% 14.1% 79 8.86%
LAM
5134
Lountzis Asset Management
Pennsylvania
$316M +$43.4M +16% 32.2% 144% 57 12.28%
RIS
5135
Richmond Investment Services
Wisconsin
$316M -$303M -49% 17.5% 270 51.85%
IA
5136
IMZ Advisory
Florida
$316M +$51.4M +19% 17.1% 40 7.5%
EW
5137
Enzi Wealth
Texas
$316M +$27.7M +10% 15% 72.1% 77 7.79%
RCA
5138
Ranch Capital Advisors
Florida
$316M +$39M +14% 12.9% 92.6% 162 8.02%
TWC
5139
Tencap Wealth Coaching
Utah
$315M +$49.7M +19% 9.4% 20 65%
MIM
5140
Meros Investment Management
Texas
$315M +$84.4M +37% 39.2% 102% 59 27.12%
TWM
5141
Trinity Wealth Management
Pennsylvania
$315M +$42.8M +16% 15.1% 53.5% 82 20.73%
RMP
5142
Richards, Merrill & Peterson
Washington
$315M +$42.5M +16% 18.8% 295 7.46%
VAM
5143
VMS Asset Management
$315M +$151M +92% 116% 46 78.26%
TC
5144
TAGStone Capital
North Carolina
$315M +$31.8M +11% 10.8% 58.3% 143 6.99%
TCM
5145
Thomist Capital Management
Texas
$315M -$56.9M -15% 1.38% 71.2% 82 76.83%
IWM
5146
Inlight Wealth Management
Georgia
$315M +$44.5M +16% 8.08% 63 22.22%
LC
5147
Longitude (Cayman)
Cayman Islands
$314M +$70M +29% 49% 57 29.82%
MAM
5148
MMA Asset Management
Pennsylvania
$314M +$30.2M +11% 10.8% 54.3% 188 8.51%
MWM
5149
Mosley Wealth Management
California
$314M +$93.4M +42% 12.4% 829 49.58%
AFGI4KRSP
5150
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$314M +$11.9M +4% 9.58% 17.8% 1 0%