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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
LWM
5451
Lodestone Wealth Management
Washington
$283M +$30.9M +12% 17% 81.1% 801 5.24%
FPW
5452
Flagship Private Wealth
Massachusetts
$283M +$36.5M +15% 14.8% 62.7% 121 14.88%
MCA
5453
Mendon Capital Advisors
Florida
$283M +$24.9M +10% 19% 57 26.32%
SHA
5454
Seneca House Advisors
Virginia
$283M +$31.2M +12% 12.1% 58.2% 107 14.02%
TSS
5455
Thomas Story & Son
Indiana
$283M +$22.3M +9% 22.6% 91.8% 54 7.41%
OCFG
5456
O'Connor Financial Group
Illinois
$283M +$38.3M +16% 11.8% 44.9% 72 23.61%
S
5457
ShariaPortfolio
Florida
$283M +$56.8M +25% 42.8% 233% 47 23.4%
HC
5458
Hillman Company
Pennsylvania
$283M +$25.4M +10% 12.6% 134% 17 35.29%
HC
5459
Hendley & Co
Ohio
$283M +$12.3M +5% 5.93% 54.8% 48 8.33%
BWM
5460
BKM Wealth Management
Wisconsin
$282M +$8.49M +3% 12.1% 162 17.28%
SWM
5461
Selby Wealth Management
California
$282M +$28.2M +11% 8.08% 85 7.06%
KTM
5462
Keeler Thomas Management
Utah
$282M +$45.8M +19% 5.78% 46.1% 149 30.2%
JFG
5463
Juno Financial Group
Virginia
$282M +$26.9M +11% 10.4% 74 6.76%
CWM
5464
Chicago Wealth Management
Illinois
$282M +$31.4M +13% 18% 134% 70 25.71%
NW
5465
N10 Wealth
Connecticut
$282M 42.1% 43
ICM
5466
Intrepid Capital Management
Florida
$282M +$21.3M +8% 11.4% 70.2% 111 6.31%
AC
5467
Athos Capital
Hong Kong
$282M -$42.5M -13% 5.58% 110% 52 42.31%
MWM
5468
McNaughton Wealth Management
California
$282M +$39.8M +16% 12.2% 50.3% 78 14.1%
SMBT
5469
Southern Michigan Bank & Trust
Michigan
$281M +$20.7M +8% 11.3% 443 9.03%
MHWM
5470
Montz Harcus Wealth Management
Louisiana
$281M +$33.4M +13% 14.1% 74.1% 103 12.62%
MLM
5471
Mount Lucas Management
Pennsylvania
$281M +$9.9M +4% 19.9% 109% 187 22.99%
HFRG
5472
Houlihan Financial Resource Group
Virginia
$281M +$24M +9% 10% 50.6% 114 5.26%
RIM
5473
Reliant Investment Management
Tennessee
$281M +$73.1M +35% 19.7% 122% 61 22.95%
WA
5474
Win Advisors
Florida
$281M +$61.9M +28% 56.7% 226% 120 72.5%
MWM
5475
Maripau Wealth Management
Indiana
$280M +$53M +23% 11.9% 55.6% 186 15.59%