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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
SIAG
5251
Safeguard Investment Advisory Group
California
$140M +$28.4M +25% 6.55% 62.9% 87 16.09%
RHDIC
5252
R.H. Dinel Investment Counsel
California
$140M +$9.38M +7% 8.44% 34.1% 55 0%
ABP
5253
Arthur B. Page
$140M +$6.63M +5% 6.36% 40.4% 59 0%
WWM
5254
Wolff Wiese Magana
California
$140M +$12.2M +10% 8.05% 136% 899 20.36%
MWM
5255
Midwest Wealth Management
Indiana
$140M +$17M +14% 9.43% 99 11.11%
SG
5256
Somerset Group
Minnesota
$140M +$7.46M +6% 6.6% 68.2% 76 2.63%
CRI
5257
Colonial River Investments
Virginia
$140M +$16.1M +13% 6.98% 144% 155 16.77%
MPPW
5258
Mitchell & Pahl Private Wealth
Oklahoma
$140M +$10.9M +8% 6.88% 75.2% 158 6.96%
MPIM
5259
McGinn Penninger Investment Management
Virginia
$140M +$4.53M +3% 6.14% 50.2% 43 16.28%
MWA
5260
Motive Wealth Advisors
Michigan
$140M 6.59% 66% 75
M1FG
5261
Mach-1 Financial Group
Arkansas
$140M +$16.7M +14% 4.01% 74.3% 228 40.79%
RIG
5262
Ramiah Investment Group
Wisconsin
$140M +$6.62M +5% 6.21% 46.3% 92 16.3%
VCA
5263
VIEX Capital Advisors
Florida
$140M +$4.8M +4% 9.25% 30.6% 19 84.21%
BI
5264
Berkeley Inc
Idaho
$140M +$5.11M +4% 4.74% 40.9% 88 13.64%
WWMSC
5265
Wagner Wealth Management (South Carolina)
South Carolina
$140M +$12.2M +10% 5.2% 36.9% 736 15.63%
GCM
5266
Granby Capital Management
Florida
$140M -$1.22M -0.9% 7.25% 40.9% 53 50.94%
AA
5267
Alta Advisers
United Kingdom
$139M +$8.65M +7% 3.3% 78.9% 5 0%
ASFA
5268
All Season Financial Advisors
Colorado
$139M 6.55% 33.8% 122
IWMWV
5269
Ironwood Wealth Management (West Virginia)
West Virginia
$139M +$12.9M +10% 4.94% 35.2% 42 28.57%
KC
5270
Kinloch Capital
Virginia
$139M +$9.04M +7% 5.48% 48.9% 68 11.76%
CCM
5271
Ciovacco Capital Management
Georgia
$139M +$16.1M +13% 7.78% 67.4% 36 41.67%
CWA
5272
Choice Wealth Advisors
Maine
$139M +$18.1M +15% 6.5% 52.3% 29 31.03%
EECFX
5273
EnCap Energy Capital Fund XI
Texas
$139M 60.3% 21% 1
CWM
5274
Chicago Wealth Management
Illinois
$139M +$13.2M +11% 5.18% 110% 44 13.64%
PWM
5275
Purus Wealth Management
California
$139M +$20M +17% 12.7% 156% 91 9.89%