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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
IA
5226
IMZ Advisory
Florida
$220M +$1.28M +0.6% 3.13% 43 18.6%
MFC
5227
Mechanics Financial Corp
Ohio
$220M -$2.19M -1% 2.87% 81.6% 252 11.51%
TIA
5228
Tiemann Investment Advisors
California
$220M -$4.58M -2% 1.33% 77% 198 6.06%
MAM
5229
Mullooly Asset Management
New Jersey
$220M 1.41% 47
PHAM
5230
Palisades Hudson Asset Management
Florida
$220M -$17M -7% 2.3% 66.8% 107 8.41%
AWMT
5231
AAFMAA Wealth Management & Trust
North Carolina
$220M -$7.88M -3% 1.99% 58.8% 79 17.72%
UWS
5232
Unique Wealth Strategies
Illinois
$220M -$9.82M -4% 1.34% 226 34.96%
NIWA
5233
New Insight Wealth Advisors
California
$220M +$20.6M +10% 4.94% 96 8.33%
MWA
5234
Medallion Wealth Advisors
Connecticut
$220M +$18.5M +9% 1.83% 1,112 11.51%
SHCM
5235
Silver Heights Capital Management
Ontario, Canada
$220M -$4.79M -2% 0.75% 39.8% 4 0%
HCI
5236
Harraden Circle Investments
New York
$220M +$94.4M +75% 2.09% 142 45.07%
ACP
5237
Albar Capital Partners
United Kingdom
$220M -$196M -47% 1.48% 30 73.33%
DF
5238
Dunhill Financial
United Kingdom
$220M +$4.91M +2% 2.27% 58.6% 1,026 15.4%
RCWVOTCITCONY
5239
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$220M +$81.5M +59% 0.67% 3 100%
KCFA
5240
Key Client Fiduciary Advisors
New Jersey
$220M -$7.01M -3% 1.97% 95.1% 206 11.65%
SC
5241
Soundwatch Capital
Connecticut
$220M -$726M -77% 4.89% 68.6% 38 28.95%
TPWA
5242
Twin Peaks Wealth Advisors
California
$220M -$17.3M -7% 3.53% 154 18.18%
RIA
5243
Realta Investment Advisors
Delaware
$219M -$24.6M -10% 4.44% 126% 375 24.27%
MVP
5244
Miller Value Partners
Florida
$219M -$14.7M -6% 6.41% 133% 37 18.92%
DWM
5245
Denver Wealth Management
Colorado
$219M -$2.8M -1% 3.43% 64.4% 90 12.22%
BIG
5246
Boothe Investment Group
Delaware
$219M -$11M -5% 2.28% 59.8% 41 26.83%
RWP
5247
Reliant Wealth Planning
Kentucky
$219M +$6M +3% 1.73% 39.4% 29 3.45%
HPCM
5248
Hein Park Capital Management
New York
$219M +$88.9M +68% 5.43% 122% 6 66.67%
PP
5249
Pacifica Partners
Canada
$219M -$12.4M -5% 0.82% 123% 527 11.57%
FWP
5250
Family Wealth Partners
North Carolina
$219M +$8.71M +4% 0.42% 51 15.69%