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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
BFG
5901
Buttonwood Financial Group
Missouri
$171M -$9.96M -6% 3.54% 56.6% 32 25%
MWM
5902
Meritas Wealth Management
California
$171M +$4.28M +3% 2.66% 63% 54 9.26%
NC
5903
Nipun Capital
California
$170M +$15.6M +10% 4.39% 10 20%
LCM
5904
LCM Capital Management
Illinois
$170M -$6.97M -4% 4.74% 89.1% 104 9.62%
MIM
5905
Meros Investment Management
Texas
$170M -$53M -24% 19.2% 52.4% 46 23.91%
CS
5906
Capital Square
Tennessee
$170M -$5.72M -3% 0.48% 43.3% 202 11.88%
MWA
5907
MN Wealth Advisors
Kansas
$170M -$7.47M -4% 1.31% 114 19.3%
SAS
5908
Sage Advisory Services
Texas
$170M +$1.65M +1% 0.11% 33.9% 44 11.36%
PWG
5909
Private Wealth Group
Florida
$170M -$34.4M -17% 1.38% 48.2% 70 24.29%
AWMM
5910
Aegis Wealth Management (Maryland)
Maryland
$170M +$22.2M +15% 0.44% 126 19.05%
WSL
5911
Western Standard LLC
California
$170M +$20M +13% 4.22% 68.9% 36 55.56%
OCM
5912
Orleans Capital Management
Louisiana
$170M -$8.76M -5% 0.3% 67.9% 95 1.05%
UAM
5913
Unison Asset Management
Florida
$170M -$34.1M -17% 0.72% 84% 32 15.63%
YWM
5914
Yardley Wealth Management
Pennsylvania
$170M -$36.1M -18% 0.43% 42 7.14%
APC
5915
Asset Planning Corporation
Tennessee
$170M +$10M +6% 2.41% 44.5% 45 11.11%
GCCM
5916
Green Court Capital Management
Hong Kong
$169M +$18.2M +12% 8.63% 26.9% 3 0%
AWM
5917
Able Wealth Management
New Jersey
$169M +$17.4M +11% 1.06% 108 21.3%
OFM
5918
Omega Fund Management
Massachusetts
$169M +$15.3M +10% 21.3% 112% 14 21.43%
FHWM
5919
Fox Hill Wealth Management
Massachusetts
$169M -$7.43M -4% 1.3% 134 9.7%
RMSCM
5920
R.M. Sincerbeaux Capital Management
New York
$169M +$2.73M +2% 2.29% 65.9% 40 7.5%
OPWM
5921
Oxinas Partners Wealth Management
Indiana
$169M -$1.24M -0.7% 5.85% 91.4% 129 15.5%
HSWS
5922
Higgins & Schmidt Wealth Strategies
Colorado
$169M +$8.97M +6% 1.56% 48 6.25%
HWM
5923
HighMark Wealth Management
Minnesota
$169M -$4.66M -3% 2.2% 84.2% 610 11.64%
FC
5924
Fore Capital
New York
$169M -$92.8M -35% 5.84% 26.1% 64 46.88%
EFSCE
5925
Enterprise Financial Services Corp (EFSC)
Missouri
$169M -$10.6M -6% 0.65% 67.6% 155 8.39%