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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
FCMV
5301
Foresite Capital Management VI
California
$224M 19.5% 14
MWP
5302
Meredith Wealth Planning
Illinois
$224M +$14.8M +7% 2.16% 66.3% 51 9.8%
EC
5303
Eaton-Cambridge
Arizona
$224M +$13.3M +6% 1.89% 36 19.44%
MMM
5304
Mendel Money Management
Illinois
$224M -$7.34M -3% 1.43% 75.4% 140 6.43%
SFPG
5305
Stonebridge Financial Planning Group
Florida
$224M +$14M +7% 1.62% 67.2% 165 7.88%
FFA
5306
Florida Financial Advisors
Florida
$224M +$29.9M +15% 3.06% 209 24.88%
BTIM
5307
BancFirst Trust & Investment Management
Oklahoma
$224M -$75.3M -25% 3.55% 44.9% 56 5.36%
AWM
5308
Altus Wealth Management
Kentucky
$224M +$10.4M +5% 2.46% 68.8% 42 7.14%
TPW
5309
TL Private Wealth
Texas
$223M -$106K -0% 0.06% 46% 45 6.67%
MIM
5310
Meros Investment Management
Texas
$223M +$2.32M +1% 11.2% 102% 44 18.18%
AVI
5311
Asset Value Investors
United Kingdom
$223M 4.11% 5
PKC
5312
Palmer Knight Company
Florida
$223M -$4.32M -2% 3.99% 78.9% 35 5.71%
ACM
5313
Azarias Capital Management
Pennsylvania
$223M -$1.71M -0.8% 4.18% 93.1% 22 9.09%
SM
5314
STF Management
Texas
$223M +$3.09M +1% 9.17% 208% 105 7.62%
BWG
5315
Balanced Wealth Group
Ohio
$223M -$3.17M -1% 0.39% 68 4.41%
MFC
5316
Mechanics Financial Corp
Ohio
$223M -$5.82M -3% 0.4% 81.6% 256 16.8%
SAMC
5317
Spectrum Asset Management (California)
California
$223M -$13.8M -6% 0.21% 62.9% 107 16.82%
LWA
5318
Lifelong Wealth Advisors
Minnesota
$222M 1.47% 66
HLAM
5319
Hidden Lake Asset Management
New York
$222M +$40.5M +22% 26% 850% 47 70.21%
JHWEPV
5320
J.H. Whitney Equity Partners VII
Connecticut
$222M -$30.7M -12% 12.1% 407% 1 0%
CPW
5321
Crestmont Private Wealth
Texas
$222M -$6.53M -3% 0.27% 54.8% 122 40.98%
AC
5322
AXQ Capital
New Jersey
$222M -$109M -33% 0.83% 35.5% 660 75.15%
SF
5323
Slagle Financial
Illinois
$222M -$3.18M -1% 1.16% 77.9% 117 11.11%
DWM
5324
Denver Wealth Management
Colorado
$222M +$6.07M +3% 1.32% 64.4% 88 7.95%
FW
5325
Fairway Wealth
Ohio
$222M +$25.2M +13% 1.69% 239 60.67%