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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
MA
5526
Mosaic Advisors
Texas
$109M 12.6% 50.9% 29
FGAM
5527
Financial Gravity Asset Management
Texas
$109M 12.3% 727
RRA
5528
Round Rock Advisors
Connecticut
$109M 15.2% 87.4% 55
MTM
5529
Millennium TVP Management
New York
$109M -$18.2M -14% 9.8% 5 0%
LF
5530
LifeSteps Financial
California
$109M +$14.2M +15% 13.2% 88% 87 13.79%
FIG
5531
Freed Investment Group
Massachusetts
$109M 13.6% 16
NED
5532
Nancy E. Dempze
$109M +$10.3M +10% 12.2% 83.1% 67 5.97%
Vanguard Capital Wealth Advisors
5533
Vanguard Capital Wealth Advisors
Colorado
$109M 22.8% 225% 145
MPIM
5534
McGinn Penninger Investment Management
Virginia
$109M 16.8% 51.9% 33
EFG
5535
Everhart Financial Group
Ohio
$108M 15.4% 113% 80
HPWM
5536
High Pines Wealth Management
Massachusetts
$108M 12.5% 28.3% 40
EL
5537
EQ LLC
Washington
$108M 14.6% 72.9% 48
CWM
5538
Chicago Wealth Management
Illinois
$108M +$19.6M +22% 17.9% 134% 32 31.25%
NIMC
5539
Nierenberg Investment Management Company
Washington
$108M 29.7% 135% 32
FA
5540
Financial Advantage
Maryland
$108M +$2.7M +3% 15.2% 24.3% 123 13.82%
EW
5541
Element Wealth
Mississippi
$108M +$14.4M +15% 16.4% 59.6% 160 17.5%
AFA
5542
AllGen Financial Advisors
Florida
$108M 7.73% 39.7% 32
CM
5543
CM Management
Florida
$108M 38.2% 110% 80
HIP
5544
HPS Investment Partners
New York
$108M 41.4% 55.9% 8
SMF
5545
Sterling Manor Financial
New York
$108M 20.3% 42.4% 74
SR
5546
Sloane Robinson
United Kingdom
$108M -$36M -25% 11.8% 175% 23 47.83%
ECT
5547
Ebor Charitable Trust
Wyoming
$108M +$11.1M +12% 14.7% 66.1% 2 0%
SWA
5548
Safir Wealth Advisors
New Hampshire
$108M 6.75% 46.4% 41
FPW
5549
Flagship Private Wealth
Massachusetts
$108M 12.2% 62.7% 308
CIA
5550
CSat Investment Advisory
Michigan
$108M -$1.02B -90% 18.7% 87.4% 1,095 53.06%