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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
PEWA
5701
Pacific Excel Wealth Advisors
California
$258M +$163M +172% 15.8% 324 86.42%
RWS
5702
Resolute Wealth Strategies
Mississippi
$258M +$26.4M +11% 15.2% 105% 140 24.29%
M1FG
5703
Mach-1 Financial Group
Arkansas
$258M -$26M -9% 12.9% 83.4% 182 39.56%
BPCM
5704
Beach Point Capital Management
California
$258M +$3.99M +2% 21.7% 110% 14 21.43%
DC
5705
Darrow Company
Massachusetts
$258M +$35.9M +16% 11.6% 41.1% 60 10%
LAS
5706
Lloyd Advisory Services
Georgia
$258M -$91.4M -26% 8.99% 47.7% 1,064 62.78%
FCM
5707
Family Capital Management
Michigan
$258M +$33.1M +15% 15.6% 70.5% 117 12.82%
GHP
5708
Great Hill Partners
Massachusetts
$258M +$48M +23% 22.9% 24% 1 0%
ROC
5709
Robertson Opportunity Capital
Texas
$258M -$2.22M -0.9% 11.5% 93.4% 31 9.68%
IMC
5710
Inherent Management Corp
New York
$258M +$60.9M +31% 4.62% 12 33.33%
EA
5711
Ergawealth Advisors
Illinois
$258M +$31.3M +14% 12.3% 47.7% 58 12.07%
PHM
5712
Prospect Hill Management
New Jersey
$257M +$33.1M +15% 13% 85.1% 14 0%
BAM
5713
Beaumont Asset Management
Texas
$257M +$35.3M +16% 12.5% 64.3% 83 13.25%
TCG
5714
Transcendent Capital Group
Oklahoma
$257M +$37.7M +17% 16.5% 138 26.09%
UI
5715
Untitled Investments
New York
$257M -$11.6M -4% 22.3% 79.6% 19 21.05%
NERM
5716
New England Research & Management
Illinois
$257M +$20.3M +9% 13.5% 56.4% 167 34.13%
GFP
5717
Guardian Financial Partners
California
$257M +$20.1M +8% 11.9% 50.2% 74 16.22%
HWA
5718
HMV Wealth Advisors
Louisiana
$257M +$44M +21% 11.8% 89 8.99%
LGW
5719
Leslie Global Wealth
Illinois
$257M +$67M +35% 13.9% 92 21.74%
6F
5720
626 Financial
Michigan
$257M +$32.4M +14% 13.4% 71.3% 133 13.53%
MCP
5721
Miller Capital Partners
Michigan
$257M +$48.6M +23% 34.4% 266 4.51%
BWM
5722
Birchcreek Wealth Management
Ohio
$257M +$49M +24% 23.7% 80.7% 138 15.94%
DJC
5723
Daily Journal Corp
California
$257M +$16M +7% 7.97% 108% 4 0%
CB
5724
CNB Bank
Pennsylvania
$257M +$18.9M +8% 14% 91.6% 534 5.24%
NIA
5725
NBZ Investment Advisors
Tennessee
$256M +$27.4M +12% 12.3% 87 17.24%