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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
MHWM
5851
Montz Harcus Wealth Management
Louisiana
$117M -$3.79M -3% 3.54% 74.1% 59 8.47%
AA
5852
Atmos Advisory
Pennsylvania
$117M -$1.48M -1% 3.89% 30.2% 20 0%
LI
5853
Latash Investments
Alaska
$117M -$6.95M -6% 3.42% 126% 20 5%
DSN
5854
D. Scott Neal
Kentucky
$117M -$16M -12% 7.02% 105% 66 10.61%
FHC
5855
Fort Henry Capital
West Virginia
$117M -$7.31M -6% 3.92% 37% 15 0%
LFASL
5856
Lugano Financial Advisors SA (LFA)
Switzerland
$117M -$33.5M -22% 2.81% 36.8% 215 38.14%
MAM
5857
Miria Asset Management
Malta
$117M +$77.8M +200% 10% 265% 11 72.73%
KWA
5858
Kellett Wealth Advisors
Ohio
$117M +$6.61M +6% 3.06% 68.1% 71 30.99%
SSWM
5859
Strait & Sound Wealth Management
California
$117M +$15.6M +15% 3.16% 74.6% 136 26.47%
OFA
5860
Onyx Financial Advisors
Idaho
$116M -$649K -0.6% 3.37% 52.5% 11 9.09%
SC
5861
Solstein Capital
California
$116M -$3.63M -3% 1.43% 83.6% 310 1.94%
ALWM
5862
Andrews Lucia Wealth Management
California
$116M -$3.98M -3% 2.94% 59.7% 26 0%
TIA
5863
Trust Investment Advisors
Indiana
$116M -$7.59M -6% 2.15% 167% 112 30.36%
SC
5864
Seldon Capital
California
$116M +$8.75M +8% 8.96% 449% 60 25%
CCM
5865
Chiron Capital Management
Florida
$116M -$10M -8% 7.49% 131 26.72%
LOIP
5866
Live Oak Investment Partners
Texas
$116M -$3.68M -3% 3.04% 288 0%
PVAMC
5867
PPS&V Asset Management Consultants
Michigan
$116M -$7.44M -6% 3.98% 71.1% 39 5.13%
MA
5868
Macellum Advisors
New York
$116M -$12.4M -10% 9.07% 3 33.33%
HP
5869
Hyperion Partners
Pennsylvania
$116M -$2.71M -2% 4.23% 68 10.29%
TA
5870
Tactive Advisors
Florida
$116M -$15.1M -12% 0.21% 92 53.26%
EWP
5871
Elevation Wealth Partners
California
$116M -$2.93M -2% 3.37% 63.7% 369 8.67%
BFS
5872
Beacon Financial Strategies
North Carolina
$116M -$6.29M -5% 3.15% 50.4% 37 8.11%
SIA
5873
Stegner Investment Associates
Kentucky
$116M -$5.92M -5% 3.66% 75.3% 21 0%
BFP
5874
Beacon Financial Planning
Massachusetts
$116M -$2.08M -2% 2.76% 58.7% 33 9.09%
CM
5875
Cohanzick Management
New York
$116M +$25.6M +28% 0.17% 1.18% 82 58.54%