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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
6001
Mittelman Wealth Management
Massachusetts
$154M +$6.7M +5% 0.96% 72 11.11%
MHWM
6002
Montz Harcus Wealth Management
Louisiana
$154M +$6.43M +4% 2.77% 74.1% 72 5.56%
PBM
6003
Propel Bio Management
California
$154M -$17.6M -10% 8.08% 32 37.5%
OCA
6004
Otter Creek Advisors
Florida
$154M -$14.4M -9% 4.02% 173% 56 48.21%
LA
6005
Lakeside Advisors
Washington
$154M -$2.3M -1% 2.37% 63.2% 65 4.62%
TVM
6006
True Vision MN
Minnesota
$154M +$12M +8% 2.09% 115 31.3%
AFS
6007
Axiom Financial Strategies
Indiana
$154M -$3.18M -2% 0.49% 54.5% 36 27.78%
GMH
6008
General Motors Holdings
Michigan
$154M -$113M -42% 25% 4.78% 5 0%
GITFIT
6009
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$154M +$8.63M +6% 3.49% 105% 123 4.07%
VCMGDR
6010
Vinland Capital Management Gestora de Recursos
Brazil
$154M -$246M -62% 3.57% 68 67.65%
CS
6011
Capital Square
Tennessee
$154M +$12.1M +9% 1.09% 53.1% 169 13.61%
IWS
6012
Integrity Wealth Solutions
Colorado
$154M +$623K +0.4% 2.12% 100 14%
S
6013
Sunpointe
Missouri
$154M +$63.8M +71% 4.33% 171 23.98%
GWAM
6014
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M -$195K -0.1% 0.68% 57.3% 82 4.88%
BWS
6015
BCR Wealth Strategies
Alabama
$154M +$5.96M +4% 0.19% 42.2% 31 35.48%
DC
6016
Darrow Company
Massachusetts
$154M +$916K +0.6% 0.6% 41.1% 46 4.35%
HCM
6017
Helios Capital Management
Singapore
$154M +$11.2M +8% 6.98% 50 2%
SEM
6018
Strategic Equity Management
Arizona
$153M +$33.8M +28% 1.99% 70.3% 47 29.79%
WFG
6019
Wormser Freres Gestion
France
$153M +$7.29M +5% 0.53% 46 8.7%
SA
6020
Stonebridge Advisors
Connecticut
$153M -$11M -7% 1.39% 3.35% 4 0%
HCP
6021
Hardin Capital Partners
South Carolina
$153M 6.22% 114
KFP
6022
Keener Financial Planning
Texas
$153M +$7.87M +5% 1.21% 190 4.74%
SC
6023
Solstein Capital
California
$153M +$9.01M +6% 5.12% 91.4% 322 5.59%
NMG
6024
New Millennium Group
Utah
$153M +$20.7M +16% 12.4% 176% 419 83.77%
LIM
6025
Lancaster Investment Management
United Kingdom
$153M +$27.8M +22% 3.68% 18% 6 16.67%