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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
AWAP
6001
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$179M +$3.73M +2% 0.46% 68.1% 148 7.43%
MHWM
6002
Montz Harcus Wealth Management
Louisiana
$179M +$7.7M +4% 2.44% 74.1% 81 14.81%
OCM
6003
Orleans Capital Management
Louisiana
$179M +$2.75M +2% 0.44% 94.6% 99 10.1%
IWA
6004
IVC Wealth Advisors
Pennsylvania
$179M -$3.97M -2% 0.83% 70.8% 170 15.29%
TIG
6005
Tribune Investment Group
New York
$179M 4.73% 27
CCC
6006
Cincinnati Casualty Company
Ohio
$179M +$1.11M +0.6% 1.09% 56% 24 0%
RWIA
6007
Roger Wittlin Investment Advisory
California
$179M +$4.73M +3% 1.42% 54.1% 56 26.79%
IWS
6008
Integrity Wealth Solutions
Colorado
$179M +$7.14M +4% 0.01% 101 13.86%
AC
6009
Avory & Company
Florida
$178M +$13.6M +8% 14.4% 61.6% 32 12.5%
BMCM
6010
Burns Matteson Capital Management
New York
$178M -$24.8K -0% 2.62% 144% 194 35.57%
CC
6011
Constitution Capital
Connecticut
$178M -$9.04M -5% 0.43% 70.2% 63 17.46%
MA
6012
Mudita Advisors
United Kingdom
$178M -$4.61M -3% 0.83% 143% 19 15.79%
UOMF
6013
University of Maryland Foundation
Maryland
$178M +$37.2M +26% 0.79% 51.2% 8 12.5%
RIS
6014
Richmond Investment Services
Wisconsin
$178M 0.7% 106
AFT
6015
Alpha Family Trust
California
$178M -$986K -0.6% 11.5% 198% 171 18.71%
ECM
6016
EMC Capital Management
Texas
$178M +$25.9M +17% 6.51% 292 8.22%
KAH
6017
Kathryn A. Hall
$178M -$299M -63% 0.68% 95.2% 51 66.67%
CCM
6018
Clearfield Capital Management
New York
$178M +$17M +11% 15.2% 421% 19 78.95%
IF
6019
IRON Financial
Illinois
$178M -$5.75M -3% 1% 51.4% 115 15.65%
ONSWM
6020
Old North State Wealth Management
North Carolina
$178M -$576K -0.3% 0.93% 76.7% 115 7.83%
AIP
6021
Alapocas Investment Partners
Massachusetts
$178M +$7.58M +4% 2.24% 50% 21 9.52%
HFS
6022
Horizon Financial Services
North Carolina
$178M +$9.52M +6% 1.32% 39.5% 284 15.14%
MWA
6023
MN Wealth Advisors
Kansas
$178M +$1.92M +1% 0.65% 107 14.02%
RL
6024
Retireful LLC
Michigan
$178M +$42.5M +31% 8.73% 382% 158 78.48%
FWM
6025
FMB Wealth Management
California
$178M +$620K +0.4% 0.86% 71.1% 77 15.58%