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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
HH
5126
HWG Holdings
Texas
$154M +$14.6M +10% 6.75% 178 43.82%
PMIA
5127
Patrick Mauro Investment Advisor
Illinois
$154M +$15.8M +11% 11.3% 31.7% 43 2.33%
MMRF
5128
Michelson Medical Research Foundation
California
$154M 6.68% 52.2% 31
BA
5129
Baugh & Associates
Georgia
$154M +$13M +9% 11.2% 83.8% 39 2.56%
DWMG
5130
DB Wealth Management Group
California
$154M +$14.3M +10% 9.57% 19% 380 30.53%
TCOK
5131
Trust Company of Kansas
Kansas
$154M +$13.1M +9% 14.3% 87% 53 20.75%
WFC
5132
Western Financial Corp
California
$154M +$11.3M +8% 11.4% 260% 109 23.85%
RBC
5133
Rye Brook Capital
Connecticut
$154M +$17.3M +13% 6.6% 67.3% 23 8.7%
WMR
5134
Wealth Management Resources
Rhode Island
$154M +$3.85M +3% 4.75% 36.5% 44 11.36%
MECA
5135
Miller Equity Capital Advisors
Texas
$154M +$17.8M +13% 6.41% 23.7% 50 4%
HAM
5136
Hanwha Asset Management
South Korea
$154M 22.4% 1
SCGM
5137
Starwood Capital Group Management
Florida
$154M +$4.97M +3% 19% 16.2% 4 0%
AIM
5138
Ausbil Investment Management
Australia
$154M 7.16% 120% 42
3F
5139
360 Financial
Minnesota
$154M +$378K +0.2% 9.5% 82.5% 86 3.49%
CCM
5140
Cox Capital Management
Massachusetts
$154M +$16M +12% 11.4% 95.3% 85 18.82%
PM
5141
Pharo Management
New York
$153M 5.86% 6
FAM
5142
Forte Asset Management
New York
$153M +$2.65M +2% 6.31% 48.8% 74 37.84%
WA
5143
Wealthstream Advisors
New York
$153M +$60.3M +65% 9.04% 88.2% 82 25.61%
GCM
5144
Garland Capital Management
Washington
$153M +$38.4M +33% 15.8% 55.7% 34 11.76%
MPCG
5145
Matrix Private Capital Group
New York
$153M +$5.66M +4% 8.61% 62.5% 208 12.5%
CFGF
5146
Compass Financial Group (Florida)
Florida
$153M +$3.97M +3% 3.31% 44.1% 32 15.63%
SP
5147
Successful Portfolios
Florida
$153M +$15.4M +11% 7.21% 101% 200 16%
SHFP
5148
Second Half Financial Partners
Florida
$153M +$72.9M +91% 6.32% 36.8% 45 22.22%
FI
5149
FIDELIS iM
Oregon
$153M +$9.83M +7% 6.58% 40.1% 23 8.7%
GBWM
5150
Granite Bay Wealth Management
New Hampshire
$153M +$28.9M +23% 6.06% 71 26.76%