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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
MA
5726
MKT Advisors
California
$132M -$9.67M -7% 3.41% 49.2% 151 10.6%
DIS
5727
Diversified Investment Strategies
Louisiana
$132M -$3.38M -3% 1.58% 86% 49 4.08%
WF
5728
Williams Financial
Vermont
$132M -$2.44M -2% 3.98% 28.5% 32 21.88%
TWM
5729
TLW Wealth Management
Florida
$132M -$7.11M -5% 4.29% 82.9% 20 5%
AWM
5730
Aspire Wealth Management
Massachusetts
$132M -$692K -0.5% 3.04% 26% 199 13.07%
SI
5731
SCP Investment
California
$132M +$7.92M +6% 7.42% 32.8% 52 46.15%
CMBA
5732
C.M. Bidwell & Associates
Hawaii
$131M -$5.25M -4% 2.26% 70.6% 609 32.51%
AFT
5733
Alpha Family Trust
California
$131M -$11.8M -8% 3.25% 198% 141 21.28%
T
5734
TCWP
Ohio
$131M -$337M -72% 2.14% 180 43.89%
PWMG
5735
Pioneer Wealth Management Group
Texas
$131M +$5.43M +4% 3.55% 37 2.7%
CRCM
5736
Crystal Rock Capital Management
Illinois
$131M -$3.92M -3% 3.33% 172% 27 11.11%
TF
5737
Threadgill Financial
Texas
$131M +$43.7M +50% 2.62% 49.3% 49 40.82%
RMSCM
5738
R.M. Sincerbeaux Capital Management
New York
$131M -$15.3M -10% 0.88% 76.4% 44 9.09%
MCA
5739
Maryland Capital Advisors
Maryland
$131M +$6.49M +5% 2.71% 253 4.74%
FCMT
5740
Founders Capital Management (Texas)
Texas
$131M -$6.54M -5% 3.09% 118% 437 17.62%
ACM
5741
Altai Capital Management
California
$131M -$2.73M -2% 2.19% 24.9% 5 0%
PWIA
5742
Porter White Investment Advisors
Alabama
$131M +$4.58M +4% 2.71% 55.8% 26 3.85%
RFP
5743
RCS Financial Planning
Maryland
$131M +$9.69M +8% 3.24% 42.8% 63 28.57%
GBI
5744
GP Brinson Investments
Illinois
$131M -$1.53M -1% 3.62% 45.5% 15 0%
FFA
5745
Fortune Financial Advisors
Kansas
$131M -$2.57M -2% 1.71% 76.8% 123 5.69%
PD
5746
Planning Directions
Pennsylvania
$131M -$6.8M -5% 3.66% 46.3% 68 7.35%
GWAM
5747
Guardian Wealth Advisors (Minnesota)
Minnesota
$131M -$5.46M -4% 4% 57.3% 73 5.48%
MWM
5748
Meritas Wealth Management
California
$131M -$2.65M -2% 1.67% 63% 44 9.09%
OCA
5749
Otter Creek Advisors
Florida
$130M -$40.1M -24% 0.95% 173% 55 52.73%
FWP
5750
Firethorn Wealth Partners
Georgia
$130M -$3.63M -3% 3.55% 67.1% 140 23.57%