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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
MMM
5451
Mendel Money Management
Illinois
$239M +$79.3K +0% 0.17% 55.5% 147 6.8%
M
5452
MYeCFO
California
$239M +$3.41M +1% 1.27% 43.8% 69 11.59%
FWP
5453
Forefront Wealth Partners
Texas
$239M +$27.7M +13% 2.44% 171 23.98%
RCM
5454
Robinson Capital Management
Michigan
$239M -$5.8M -2% 1.75% 1.5% 144 40.28%
JCFM
5455
JBR Co Financial Management
Oklahoma
$239M $0 0% 0.6% 120 0%
WWA
5456
Wealth Watch Advisors
Colorado
$239M -$30.9M -11% 3.81% 959 87.07%
P
5457
Pfizer
New York
$239M +$2.31M +1% 29.2% 19 10.53%
DCC
5458
Dow Chemical Company
Michigan
$239M +$33.7M +16% 4.48% 39% 5 0%
OCERS
5459
Orange County Employees Retirement System
California
$239M +$46.8M +24% 15.1% 3 33.33%
CWMGP
5460
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$164K +0.1% 0.41% 52.8% 101 20.79%
MFC
5461
Mechanics Financial Corp
Ohio
$239M -$32.2M -12% 1.27% 65.2% 241 7.05%
TGIA
5462
Torrey Growth & Income Advisors
California
$239M -$48.9M -17% 13.8% 117 11.97%
GCA
5463
Genesee Capital Advisors
New York
$239M -$9.84M -4% 2.01% 71.5% 140 9.29%
LOM
5464
LTS One Management
New York
$239M -$20.4M -8% 9.93% 27.6% 22 40.91%
CCAM
5465
Cascades Capital Asset Management
North Carolina
$239M -$311K -0.1% 2.46% 182 22.53%
WAN
5466
Wealth Advisors Northwest
Oregon
$238M +$12.9M +6% 0.19% 58 5.17%
VAM
5467
Verity Asset Management
North Carolina
$238M +$5.44M +2% 3.87% 68.4% 264 32.58%
MAWCM
5468
Mine & Arao Wealth Creation & Management
California
$238M -$17.2M -7% 4.59% 92% 76 1.32%
SI
5469
SimpliFi Inc
California
$238M +$1.79M +0.8% 0.02% 26.7% 43 0%
GPC
5470
Gallatin Point Capital
Connecticut
$238M -$55.1M -19% 18.2% 2 0%
I
5471
InvesTrust
Oklahoma
$238M -$20.6M -8% 1.97% 94 3.19%
KFP
5472
Keener Financial Planning
Texas
$238M +$6.52M +3% 0.01% 60 6.67%
GGI
5473
GPM Growth Investors
Michigan
$238M -$18.7M -7% 5.8% 46 17.39%
AIM
5474
Archer Investment Management
Texas
$238M +$51.8M +28% 2.35% 143 42.66%
SJIM
5475
St. Johns Investment Management
Florida
$238M -$2.1M -0.9% 0.18% 67.1% 196 4.08%