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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
6F
5201
626 Financial
Michigan
$151M +$7.15M +5% 8.28% 71.3% 120 11.67%
LWP
5202
Laurel Wealth Planning
Minnesota
$151M -$4.1M -3% 4% 41.6% 216 73.15%
PL
5203
Protective Life
Alabama
$151M +$25.9M +21% 3.65% 29% 19 0%
BCCM
5204
Blue Creek Capital Management
Hong Kong
$151M +$25.5M +20% 5.62% 5 0%
MWM
5205
McNaughton Wealth Management
California
$151M +$4.44M +3% 4.66% 50.3% 54 3.7%
MCP
5206
Maso Capital Partners
Hong Kong
$151M -$125M -45% 29.7% 8.67% 46 26.09%
BM
5207
Bislett Management
California
$151M +$11.7M +8% 3.5% 6.92% 13 0%
CA
5208
Corrado Advisors
New Jersey
$150M +$7.43M +5% 5.96% 45.6% 417 72.18%
HT
5209
Headlands Technologies
Illinois
$150M +$24.1M +19% 26% 116% 822 79.93%
WMRU
5210
William Marsh Rice University
Texas
$150M -$40.1M -21% 1.33% 4.44% 9 33.33%
SW
5211
Simplicity Wealth
New Jersey
$150M +$37.1M +33% 5.48% 58.9% 79 30.38%
PWM
5212
Palumbo Wealth Management
New York
$150M +$24.6M +20% 6.91% 80.7% 93 12.9%
RFA
5213
Resurgent Financial Advisors
Georgia
$150M -$39.5M -21% 5.26% 70.4% 654 29.51%
PWMG
5214
Provence Wealth Management Group
California
$150M +$27.7M +23% 15.1% 146 27.4%
EWA
5215
Etesian Wealth Advisors
Oregon
$150M +$12.9M +9% 5.21% 54.8% 106 2.83%
FMTCOCP
5216
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$150M +$4.44M +3% 4.42% 60.9% 372 4.84%
RFP
5217
Roth Financial Partners
Texas
$150M +$11.8M +9% 6.58% 54.3% 23 8.7%
JAM
5218
JLP Asset Management
New York
$150M +$388K +0.3% 4.9% 16.1% 26 42.31%
AC
5219
Applied Capital
Arkansas
$150M +$12.1M +9% 5.61% 52.6% 36 13.89%
SFSG
5220
Sound Financial Strategies Group
Mississippi
$150M +$12.1M +9% 3.79% 18.2% 80 53.75%
AFG
5221
AFS Financial Group
Maryland
$150M +$9.36M +7% 7.94% 93 5.38%
RF
5222
Robbins Farley
New Hampshire
$150M +$20.4M +16% 9.76% 98.2% 215 21.4%
CMU
5223
Carnegie Mellon University
Pennsylvania
$150M -$33M -18% 44.7% 32.4% 6 0%
CFLC
5224
California First Leasing Corp
California
$150M +$5.65M +4% 5.46% 161% 34 8.82%
LAM
5225
Lifestyle Asset Management
Texas
$150M +$24.5M +20% 5.6% 82.6% 89 34.83%