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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
HAFS
5651
Hapanowicz & Associates Financial Services
Pennsylvania
$108M -$20M -16% 4.36% 58.5% 31 19.35%
ECM
5652
EMC Capital Management
Texas
$108M -$8.98M -8% 3.47% 314 14.33%
PPG
5653
Peak Planning Group
Colorado
$108M -$11M -9% 3.9% 105% 89 25.84%
MCM
5654
McMillion Capital Management
North Carolina
$108M -$12.2M -10% 4.48% 59.3% 222 4.5%
MJB
5655
Mark J. Bradley
$108M -$2.46M -2% 2.12% 46 2.17%
SF
5656
Safeguard Financial
Wisconsin
$108M +$24.2M +29% 5.07% 21.9% 53 26.42%
BWM
5657
Birchcreek Wealth Management
Ohio
$108M -$3.52M -3% 4.97% 80.7% 124 12.9%
MA
5658
Mudita Advisors
United Kingdom
$108M -$16.6M -13% 2.05% 143% 20 10%
EC
5659
Euclidean Capital
New York
$108M -$9.86M -8% 3.16% 79.7% 10 0%
TC
5660
TAGStone Capital
North Carolina
$108M +$2.8M +3% 4% 58.3% 75 12%
CWM
5661
CarsonAllaria Wealth Management
Illinois
$108M +$598K +0.6% 5.68% 51.7% 351 6.55%
IA
5662
Integrity Advisory
Kansas
$108M +$5.51M +5% 5.22% 81 17.28%
SPFA
5663
Summit Place Financial Advisors
New Jersey
$108M -$11.6M -10% 4.01% 95.2% 103 15.53%
FWP
5664
Firethorn Wealth Partners
Georgia
$108M -$15.7M -13% 5.96% 67.1% 140 17.14%
KCMRT
5665
Kemper Corp Master Retirement Trust
Illinois
$107M -$67.5M -39% 9.65% 21.9% 2 0%
SL
5666
Savior LLC
Massachusetts
$107M -$1.58M -1% 5.49% 88.1% 213 18.78%
WAL
5667
W Advisors LLC
Tennessee
$107M -$8.15M -7% 5.79% 73.8% 110 17.27%
AWAP
5668
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$107M -$8.24M -7% 6.06% 68.1% 113 7.96%
FCM
5669
Fairbanks Capital Management
California
$107M -$7.46M -7% 5.55% 81.3% 51 3.92%
RHCA
5670
Rosenthal Henry Capital Advisors
Indiana
$107M 0.03% 91.9% 44
SI
5671
SCP Investment
California
$107M -$884K -0.8% 4.97% 32.8% 39 48.72%
PWM
5672
Peterson Wealth Management
Nevada
$107M +$29.9M +39% 4.97% 78% 58 22.41%
WF
5673
Wayfinding Financial
Washington
$107M -$6.7M -6% 5.58% 68.3% 94 27.66%
WAOI
5674
Wealth Advisors of Iowa
Iowa
$107M -$77.6M -42% 5.83% 60.9% 63 25.4%
AIFAIM
5675
American Institute for Advanced Investment Management
Arizona
$107M -$7.09M -6% 3.14% 72.8% 113 12.39%