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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
IFO
5551
Independent Family Office
New York
$216M +$25.6M +13% 9.07% 68.4% 77 9.09%
PWS
5552
Physician Wealth Solutions
Nevada
$216M +$16.6M +8% 6.4% 45 8.89%
MC
5553
Merck & Co
New Jersey
$216M +$51.3M +31% 45.2% 13 7.69%
SFP
5554
Strategic Financial Partners
Oregon
$215M +$25.5M +13% 8.31% 54.8% 80 16.25%
FA
5555
Financial Avengers
California
$215M +$18M +9% 12.9% 108% 150 7.33%
EC
5556
ECP ControlCo
New Jersey
$215M -$27.5M -11% 11.3% 42.5% 4 0%
TWM
5557
Tumwater Wealth Management
Idaho
$215M +$23.5M +12% 8.19% 38 18.42%
NRW
5558
Nova R Wealth
Kansas
$215M +$13.2M +7% 6.91% 54.5% 85 12.94%
ACMG
5559
Anchor Capital Management Group
California
$215M -$2.18M -1% 13.3% 19 5.26%
PC
5560
Pelham Capital
United Kingdom
$215M +$24.6M +13% 20.9% 135% 16 12.5%
SWAG
5561
Spectrum Wealth Advisory Group
California
$215M +$6.56M +3% 9.24% 67.9% 63 11.11%
RF
5562
Robbins Farley
New Hampshire
$215M +$26.4M +14% 15.5% 98.2% 174 12.07%
KC
5563
Kinloch Capital
Virginia
$215M +$5.78M +3% 3.22% 63.4% 81 11.11%
MAC
5564
Monarch Alternative Capital
New York
$215M -$1.09B -83% 21.6% 497% 7 57.14%
PWIA
5565
Porter White Investment Advisors
Alabama
$215M +$12.6M +6% 6.6% 55.8% 37 8.11%
MAM
5566
Mirabaud Asset Management
United Kingdom
$215M +$23.5M +12% 16.2% 45 15.56%
MFG
5567
Mainsail Financial Group
Washington
$215M +$38.2M +22% 7.69% 57.2% 60 20%
CC
5568
Checkpoint Capital
California
$215M +$32.3M +18% 3.78% 14 42.86%
MSWM
5569
Master's Wealth Management
Pennsylvania
$214M +$23.8M +12% 6.72% 51 33.33%
ORC
5570
O'Rourke & Company
Massachusetts
$214M +$12.7M +6% 6.97% 71.9% 161 7.45%
LAM
5571
Lifestyle Asset Management
Texas
$214M +$32.3M +18% 10.3% 82.6% 150 40%
MBI
5572
May Barnhard Investments
Maryland
$214M +$13.8M +7% 8.43% 92 2.17%
AWM
5573
Aviso Wealth Management
Washington
$214M +$26M +14% 15.4% 148 10.81%
ICM
5574
IMS Capital Management
Oregon
$214M +$15.7M +8% 10.8% 119% 157 18.47%
EFP
5575
Envision Financial Planning
Tennessee
$214M +$17.7M +9% 5.28% 32.1% 49 16.33%