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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 Avg Time
Held (Qtrs)
MFPI
5951
Midwest Financial Partners Investments
Minnesota
$241M +$52.2M +28% 10.9% – 85 16.47% 1.7
MIM
5952
Marshall Investment Management
Colorado
$241M +$32.3M +15% 14.3% – 528 53.98% 0.9
ACM
5953
Avos Capital Management
Washington
$241M -$12.3M -5% 1.84% – 29 24.14% 5.2
WWM
5954
Walser Wealth Management
Florida
$241M +$18.1M +8% 3.43% – 249 38.55% 1.2
WAM
5955
WealthCare Asset Management
Missouri
$241M +$147M +156% 7.56% – 85 70.59% 0.6
ACM
5956
Ardent Capital Management
Ohio
$241M +$6.97M +3% 8% 77.5% 51 15.69% 10.7
PFMU
5957
Privium Fund Management (UK)
United Kingdom
$240M +$43.1M +22% 15% 37.1% 33 51.52% 0.7
KHC
5958
Koesten Hirschmann & Crabtree
Kansas
$240M +$34.9M +17% 13.7% 68.7% 52 21.15% 9.7
MSS
5959
Mitchell Sinkler & Starr
Pennsylvania
$240M +$23.5M +11% 13.9% 85.6% 160 13.75% 20.6
WFAG
5960
Worth Financial Advisory Group
North Carolina
$240M +$11.1M +5% 21.4% 82.9% 220 85.45% 1.5
GWM
5961
Grand Wealth Management
Michigan
$240M +$27.5M +13% 10.9% 54.1% 89 47.19% 12.5
CAM
5962
Cobblestone Asset Management
Virginia
$240M +$17.4M +8% 10.9% 60.6% 83 22.89% 5.6
GGI
5963
GPM Growth Investors
Michigan
$239M +$1.62M +0.7% 10% – 45 11.11% 13.9
SCA
5964
Southern Capital Advisors
Tennessee
$239M +$25.9M +12% 12.9% 58.2% 91 14.29% 11.5
BFA
5965
Brown Financial Advisory
Alabama
$239M +$37.8M +19% 16.2% 66.3% 53 15.09% 11.1
CPRPA
5966
Cerity Partners Retirement Plan Advisors
New York
$239M +$43.7M +22% 12.1% – 49 67.35% 0.5
VH
5967
Visionary Horizons
Tennessee
$239M +$36.3M +18% 12.1% – 152 20.39% 5
FCFC
5968
First Citizens Financial Corp
Iowa
$239M +$27.4M +13% 15.5% 72.9% 142 7.04% 14.8
AMIM
5969
Aull & Monroe Investment Management
Alabama
$239M +$23.9M +11% 20% 96.6% 130 6.92% 35.8
RWRC
5970
R.W. Roge & Company
New York
$239M +$29.2M +14% 13.6% 68.1% 71 9.86% 12.5
CF
5971
CNA Financial
Illinois
$239M +$3.84M +2% 5.95% 48.6% 24 62.5% 3.4
BFA
5972
Bright Financial Advisors
Michigan
$239M +$20.6M +9% 8.89% – 76 17.11% 6.3
KFA
5973
Kapstone Financial Advisors
Ohio
$239M +$34.7M +17% 14.8% 131% 181 18.23% 7.3
CF
5974
CDC Financial
Illinois
$239M +$81.6M +52% 16.3% – 64 40.63% 1.2
CPSC
5975
Carl P. Sherr & Co
Massachusetts
$239M +$25.8M +12% 11.3% 68.8% 139 14.39% 14.6