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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
BAM
5726
Beaumont Asset Management
Texas
$257M +$35.3M +16% 12.5% 64.3% 83 13.25%
TCG
5727
Transcendent Capital Group
Oklahoma
$257M +$37.7M +17% 16.5% 138 26.09%
UI
5728
Untitled Investments
New York
$257M -$11.6M -4% 22.3% 79.6% 19 21.05%
NERM
5729
New England Research & Management
Illinois
$257M +$20.3M +9% 13.5% 56.4% 167 34.13%
GFP
5730
Guardian Financial Partners
California
$257M +$20.1M +8% 11.9% 50.2% 74 16.22%
HWA
5731
HMV Wealth Advisors
Louisiana
$257M +$44M +21% 11.8% 89 8.99%
LGW
5732
Leslie Global Wealth
Illinois
$257M +$67M +35% 13.9% 92 21.74%
6F
5733
626 Financial
Michigan
$257M +$32.4M +14% 13.4% 71.3% 133 13.53%
MCP
5734
Miller Capital Partners
Michigan
$257M +$48.6M +23% 34.4% 266 4.51%
BWM
5735
Birchcreek Wealth Management
Ohio
$257M +$49M +24% 23.7% 80.7% 138 15.94%
DJC
5736
Daily Journal Corp
California
$257M +$16M +7% 7.97% 108% 4 0%
CB
5737
CNB Bank
Pennsylvania
$257M +$18.9M +8% 14% 91.6% 534 5.24%
NIA
5738
NBZ Investment Advisors
Tennessee
$256M +$27.4M +12% 12.3% 87 17.24%
IWA
5739
IVC Wealth Advisors
Pennsylvania
$256M +$26.1M +11% 15.9% 70.8% 185 10.81%
DTC
5740
Davidson Trust Company
Washington
$256M +$24.4M +11% 11.8% 64.6% 193 10.36%
KWM
5741
Kiker Wealth Management
Georgia
$256M +$46.8M +22% 1.88% 189 44.97%
MPCL
5742
My Personal CFO LLC
Washington
$256M +$27.8M +12% 16.9% 67.3% 92 5.43%
SCM
5743
Sage Capital Management
New Jersey
$256M +$43.3M +20% 22.1% 178 14.61%
BFF
5744
Byrne Financial Freedom
Massachusetts
$256M +$47.2M +23% 37.2% 124 20.97%
MWM
5745
Meritas Wealth Management
California
$256M +$34.9M +16% 10.8% 63% 67 16.42%
VPWA
5746
Vestia Personal Wealth Advisors
Indiana
$256M +$43.2M +20% 10.5% 112 11.61%
PCM
5747
Punch Card Management
Florida
$256M -$14.7M -5% 10.5% 41% 5 0%
WMS
5748
Wealth Management Strategies
Pennsylvania
$256M +$34.9M +16% 10.9% 46 15.22%
YWM
5749
Yoder Wealth Management
California
$256M +$36.5M +17% 15.3% 58.9% 133 9.77%
CWL
5750
Causey Wealth LLC
Colorado
$256M +$20.3M +9% 9.13% 87 11.49%