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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
MWM
5801
MOR Wealth Management
Pennsylvania
$251M +$33.2M +15% 14.8% 136 34.56%
CFC
5802
Client First Capital
California
$251M +$20.6M +9% 11.2% 49.6% 29 6.9%
AA
5803
Aufman Associates
Pennsylvania
$251M +$47M +23% 40.1% 136% 69 8.7%
CWMG
5804
Compass Wealth Management (Georgia)
Georgia
$251M +$16.8M +7% 12.5% 76 7.89%
LOM
5805
LTS One Management
New York
$251M +$12.2M +5% 20.9% 67.9% 23 30.43%
AF
5806
Abound Financial
California
$251M +$21.9M +10% 12.1% 309 12.3%
LA
5807
Latitude Advisors
Florida
$251M +$32.5M +15% 13.9% 72% 249 18.47%
BAM
5808
Ballast Asset Management
Texas
$251M +$26M +12% 18% 126% 55 9.09%
KSWWM
5809
Keyes Stange & Wooten Wealth Management
Florida
$251M +$26.6M +12% 9.52% 78 14.1%
SIM
5810
Sherborne Investors Management
New York
$251M +$9.72M +4% 4.03% 54.2% 1 0%
PK
5811
Pflug Koory
Nebraska
$250M +$32.1M +15% 22.7% 429 3.03%
DCM
5812
Dudley Capital Management
Virginia
$250M +$23.6M +10% 14.2% 110% 157 16.56%
MA
5813
MW Advisory
Georgia
$250M 18.4% 139
QCM
5814
Quadratic Capital Management
Connecticut
$250M -$133M -35% 0.4% 0.74% 2 0%
JWM
5815
Jupiter Wealth Management
Colorado
$250M -$3.03M -1% 15.1% 99.2% 97 11.34%
BCA
5816
Bernzott Capital Advisors
California
$250M +$41.2M +20% 17.6% 46.6% 40 17.5%
MC
5817
Matisse Capital
Oregon
$250M +$15.3M +7% 15.8% 66.9% 179 20.11%
LWM
5818
Level Wealth Management
North Carolina
$250M +$36.2M +17% 9.28% 73 12.33%
BF
5819
Brogan Financial
Tennessee
$250M +$22.2M +10% 9.3% 46.4% 64 12.5%
FHWM
5820
Fox Hill Wealth Management
Massachusetts
$249M +$41.5M +20% 33.3% 131 19.08%
MC
5821
Mirabaud & Cie
Switzerland
$249M +$3.5M +1% 30.8% 60 21.67%
RA
5822
Rockingstone Advisors
Massachusetts
$249M +$31.1M +14% 16.1% 101% 119 8.4%
VM
5823
VPR Management
Texas
$249M -$1.21M -0.5% 0.73% 54.5% 66 1.52%
RSC
5824
Rising Stella Capital
$249M +$35.4M +17% 17.9% 3 0%
GITFIT
5825
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$249M +$55.2M +29% 33.1% 105% 157 10.83%