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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
MFS
5701
Monetta Financial Services
Illinois
$129M +$5.84M +5% 13.8% 197% 59 57.63%
CCA
5702
Cottonwood Capital Advisors
Utah
$129M 7.2% 78.3% 108
TCFP
5703
Treasure Coast Financial Planning
Florida
$129M 3.27% 26.9% 32
VIM
5704
VCU Investment Management
Virginia
$129M -$39.1M -23% 1.6% 7 0%
MAG
5705
MRA Advisory Group
New Jersey
$129M +$11.5M +10% 7.19% 84.5% 138 23.91%
WCP
5706
Wick Capital Partners
Pennsylvania
$129M 7.69% 48.1% 59
LCM
5707
LCM Capital Management
Illinois
$129M +$10.9M +9% 9.35% 89.1% 100 16%
CAM
5708
Caprin Asset Management
Virginia
$129M -$943K -0.7% 0.19% 7.87% 17 0%
RWM
5709
Refined Wealth Management
Utah
$129M +$5.49M +4% 3.69% 76.8% 23 8.7%
BWA
5710
Blodgett Wealth Advisors
California
$129M 11.9% 112% 85
VFG
5711
V2 Financial group
Illinois
$129M +$12.9M +11% 5.98% 47.5% 74 21.62%
CWA
5712
Consilio Wealth Advisors
Washington
$129M 5.71% 53.3% 40
FU
5713
Fairfield University
Connecticut
$129M 7.08% 48% 4
FFM
5714
Forager Funds Management
Australia
$129M 0.55% 25
SWA
5715
Safir Wealth Advisors
New Hampshire
$129M +$8.99M +8% 5.51% 46.4% 15 20%
MCA
5716
Millennium Capital Advisors
Arkansas
$128M 12.6% 101% 106
EFEM
5717
Eos Focused Equity Management
New York
$128M -$2.93M -2% 8.83% 55.7% 30 16.67%
BWIA
5718
Bryant Woods Investment Advisors
New York
$128M 8.49% 66.3% 33
SMF
5719
Sterling Manor Financial
New York
$128M +$8.18M +7% 8.39% 42.4% 103 52.43%
CIM
5720
Caldwell Investment Management
Ontario, Canada
$128M 12.5% 178% 33
IPW
5721
Intergy Private Wealth
Colorado
$128M 7.25% 67.6% 48
ACM
5722
Antonetti Capital Management
Florida
$128M +$5.07M +4% 5.4% 438 11.42%
ICMP
5723
Integrated Capital Management (Pennsylvania)
Pennsylvania
$128M +$5.42M +4% 0.15% 38.3% 70 14.29%
HFS
5724
Heritage Financial Services
Massachusetts
$128M 8.73% 38.3% 81
BC
5725
Belmont Capital
California
$128M +$4.49M +4% 6.63% 182% 82 14.63%