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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
MWM
5426
Maltin Wealth Management
New Jersey
$241M +$18.6M +8% 6.52% 51.9% 134 7.46%
MFP
5427
Meridian Financial Partners
Virginia
$241M +$27.9M +13% 8.22% 73.1% 113 7.08%
ACA
5428
Arena Capital Advisors
California
$241M +$171M +248% 2.94% 124% 30 23.33%
PCM
5429
Peirce Capital Management
Texas
$241M +$15M +7% 7.44% 46 15.22%
RF
5430
Robbins Farley
New Hampshire
$241M +$25.6M +12% 7.61% 98.2% 192 20.31%
MTWM
5431
Masso Torrence Wealth Management
New Jersey
$240M +$23.9M +11% 9.29% 130% 113 15.93%
LB
5432
Legacy Bridge
Iowa
$240M +$29.6M +14% 15.8% 225% 317 5.99%
PFWA
5433
Paces Ferry Wealth Advisors
Georgia
$240M +$22.6M +10% 7.32% 72% 131 9.16%
CB
5434
CNB Bank
Pennsylvania
$240M +$29.1M +14% 9.16% 91.6% 552 17.39%
SIA
5435
SGL Investment Advisors
Montana
$240M +$29.8M +14% 8.82% 129 9.3%
WAM
5436
Westport Asset Management
Connecticut
$240M +$13.5M +6% 8.43% 63.9% 76 1.32%
BWM
5437
Bernard Wealth Management
Michigan
$239M +$23.6M +11% 10.7% 345 11.59%
ORC
5438
O'Rourke & Company
Massachusetts
$239M +$25.1M +12% 8.38% 71.9% 168 6.55%
CSPIA
5439
Cary Street Partners Investment Advisory
Virginia
$239M +$32.6M +16% 7.65% 84.1% 640 12.5%
CAM
5440
Concorde Asset Management
Michigan
$239M 8.51% 222
AFC
5441
Alpine Fox Capital
Nevada
$239M 154% 13
HPM
5442
Helix Partners Management
New York
$239M -$26.4M -10% 32.5% 13 30.77%
FF
5443
Friday Financial
Iowa
$239M +$42.3M +21% 7.38% 92 7.61%
HAFG
5444
Hansen & Associates Financial Group
California
$239M +$54.5M +30% 2.83% 47 76.6%
IGYL
5445
I.G.Y. Ltd
United Kingdom
$239M -$11M -4% 1.66% 81.2% 3 0%
SCA
5446
Sander Capital Advisors
Washington
$239M +$19.3M +9% 11.8% 68.8% 13 7.69%
JFG
5447
JDM Financial Group
Texas
$239M +$26.7M +13% 6.3% 56.7% 286 11.19%
OCFG
5448
O'Connor Financial Group
Illinois
$238M +$11.8M +5% 4.88% 44.9% 61 4.92%
PM
5449
Plustick Management
Virginia
$238M +$69.8M +41% 65.4% 1,667% 26 53.85%
MPPW
5450
Mitchell & Pahl Private Wealth
Oklahoma
$238M +$12.1M +5% 6.77% 75.2% 146 2.74%