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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
MW
5801
Melia Wealth
Oklahoma
$192M -$1.7M -0.9% 2.17% 21 14.29%
ACM
5802
Adalta Capital Management
New York
$192M -$2.34M -1% 0.84% 80.4% 101 7.92%
RMP
5803
Richards, Merrill & Peterson
Washington
$191M 3.31% 502
RCM
5804
Rings Capital Management
Illinois
$191M -$392K -0.2% 0.92% 40.9% 8 0%
OL
5805
Owen LaRue
Kentucky
$191M +$3.07M +2% 7.1% 126% 104 22.12%
OCFG
5806
O'Connor Financial Group
Illinois
$191M +$1.02M +0.5% 1.4% 44.9% 58 10.34%
OWA
5807
ORBA Wealth Advisors
Illinois
$191M -$6.3M -3% 0.82% 108 7.41%
GWA
5808
GGM Wealth Advisors
Maryland
$191M -$40.8M -18% 0.89% 25.9% 165 26.06%
EW
5809
Element Wealth
Mississippi
$191M +$2.47M +1% 0.32% 59.6% 302 8.94%
CA
5810
Cresta Advisors
Texas
$191M $0 0% 0.03% 59.1% 50 0%
GPC
5811
Guardian Point Capital
Virginia
$191M -$148M -44% 14.7% 142% 12 50%
BSHC
5812
Breed's Hill Capital
Massachusetts
$191M +$69.2M +57% 2.8% 139 30.94%
TWP
5813
Tower Wealth Partners
Pennsylvania
$191M +$19.2M +11% 0.89% 53.7% 86 23.26%
WPM
5814
Worldly Partners Management
Massachusetts
$191M -$19.3M -9% 8.84% 19.2% 3 0%
GIA
5815
Goodwin Investment Advisory
Georgia
$191M -$40M -17% 2.68% 60.8% 39 10.26%
IFA
5816
Interactive Financial Advisors
Illinois
$191M -$3.47M -2% 1.43% 47.6% 89 3.37%
PC
5817
Powers Capital
California
$191M 2.12% 2
TWM
5818
Tumwater Wealth Management
Idaho
$191M 2.27% 31
SWM
5819
SFG Wealth Management
Maryland
$191M +$2.11M +1% 1.52% 82.1% 107 23.36%
GSF
5820
Grove Street Fiduciary
New Hampshire
$190M 5.11% 58
VCM
5821
Viewpoint Capital Management
Washington
$190M +$11.5M +6% 5.51% 120% 142 5.63%
SAM
5822
S.A. Mason
Michigan
$190M +$1.78M +0.9% 1.52% 105% 350 9.71%
CPSC
5823
Carl P. Sherr & Co
Massachusetts
$190M +$312K +0.2% 0.91% 68.8% 122 9.84%
MTWM
5824
Masso Torrence Wealth Management
New Jersey
$190M +$4.95M +3% 7.17% 130% 106 18.87%
EM
5825
ELCO Management
New York
$190M +$4.94M +3% 6.8% 93% 178 19.1%