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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
5851
Maripau Wealth Management
Indiana
$174M +$5.63M +3% 1.41% 45% 151 19.87%
FFL
5852
Financial Freedom LLC
Ohio
$174M -$15.5M -8% 2.5% 51.9% 371 4.85%
BFP
5853
Beacon Financial Planning
Massachusetts
$174M +$2.19M +1% 0.57% 58.7% 48 0%
TCPG
5854
Trivant Custom Portfolio Group
California
$174M +$2.65M +2% 2.16% 86.1% 226 26.55%
LIA
5855
LifePlan Investment Advisors
North Carolina
$174M +$12.2M +8% 0.19% 41.5% 106 14.15%
NIA
5856
NBZ Investment Advisors
Tennessee
$174M -$5.44M -3% 4.21% 82 36.59%
SIA
5857
Schear Investment Advisers
Ohio
$174M -$14.2M -8% 5.08% 240% 92 7.61%
AL
5858
ADE LLC
Maryland
$174M +$10.7M +7% 0.17% 40% 84 13.1%
CSPIA
5859
Cary Street Partners Investment Advisory
Virginia
$173M +$21M +14% 0.41% 84.1% 595 18.32%
GCCM
5860
Gate City Capital Management
Illinois
$173M +$7.68M +5% 1.14% 16 12.5%
MAG
5861
Mayfair Advisory Group
Alabama
$173M +$3.58M +2% 1.52% 54.7% 166 9.64%
KFS
5862
Kaizen Financial Strategies
California
$173M -$3.28M -2% 5.1% 90.5% 151 19.87%
HIP
5863
Hengistbury Investment Partners
United Kingdom
$173M +$36.3M +26% 1.55% 91% 5 40%
GWM
5864
Global Wealth Management
New Jersey
$173M +$16.7M +11% 2.02% 31 12.9%
TFG
5865
Team Financial Group
California
$173M -$1.1M -0.6% 1.41% 42.4% 41 12.2%
ACM
5866
Accent Capital Management
Ohio
$173M -$2.46M -1% 6.86% 340 49.41%
ACM
5867
Absolute Capital Management
Pennsylvania
$173M -$7.82M -4% 1.92% 91% 131 17.56%
AWA
5868
AmeriServ Wealth Advisors
Pennsylvania
$173M -$12.4M -7% 0.99% 73 30.14%
SC
5869
Summa Corp
Texas
$173M -$31M -15% 7.62% 65 15.38%
VOMP
5870
Vision One Management Partners
Florida
$173M -$14M -7% 0.89% 10 20%
CH
5871
CVS Health
Rhode Island
$173M -$61.1M -26% 4.58% 52.3% 3 0%
HM
5872
HCEP Management
Hong Kong
$173M +$47.6M +38% 29.8% 104% 16 62.5%
HWMT
5873
Heritage Wealth Management (Texas)
Texas
$173M +$2.72M +2% 1.48% 42.8% 35 11.43%
CWM
5874
CarsonAllaria Wealth Management
Illinois
$173M -$2.09M -1% 1.81% 51.7% 378 9.52%
LODC
5875
Lanham O'Dell & Company
West Virginia
$173M -$10.1M -6% 11.7% 81% 33 24.24%