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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
SWA
6026
Safir Wealth Advisors
New Hampshire
$129M +$8.99M +8% 5.51% 46.4% 15 20%
MCA
6027
Millennium Capital Advisors
Arkansas
$128M 12.6% 114% 106
EFEM
6028
Eos Focused Equity Management
New York
$128M -$2.93M -2% 8.83% 55.7% 30 16.67%
WFA
6029
WMG Financial Advisors
Tennessee
$128M 5.17% 68% 175
BWIA
6030
Bryant Woods Investment Advisors
New York
$128M 8.49% 66.3% 33
SMF
6031
Sterling Manor Financial
New York
$128M +$8.18M +7% 8.39% 42.4% 103 52.43%
MCM
6032
M28 Capital Management
Connecticut
$128M 47.2% 200% 12
CIM
6033
Caldwell Investment Management
Ontario, Canada
$128M 12.5% 162% 33
IPW
6034
Intergy Private Wealth
Colorado
$128M 7.25% 67.6% 48
ACM
6035
Antonetti Capital Management
Florida
$128M +$5.07M +4% 5.4% 438 11.42%
ICMP
6036
Integrated Capital Management (Pennsylvania)
Pennsylvania
$128M +$5.42M +4% 0.15% 38.3% 70 14.29%
HFS
6037
Heritage Financial Services
Massachusetts
$128M 8.73% 38.3% 81
MA
6038
MKT Advisors
California
$128M 9.63% 49.2% 142
WCM
6039
Wavelength Capital Management
Connecticut
$128M 0.13% 14
BC
6040
Belmont Capital
California
$128M +$4.49M +4% 6.63% 182% 82 14.63%
SRAM
6041
Spouting Rock Asset Management
Pennsylvania
$128M -$73M -36% 8.31% 74.7% 108 51.85%
HWMG
6042
Hurlow Wealth Management Group
Indiana
$127M -$40.7M -24% 7.9% 55.8% 96 9.38%
CCG
6043
Capital CS Group
California
$127M +$19.5M +18% 13.8% 22.5% 99 63.64%
AWM
6044
Abound Wealth Management
Tennessee
$127M 5.64% 58.6% 107
CJFS
6045
Coulter & Justus Financial Services
Tennessee
$127M 4.09% 50
PCMM
6046
Piedmont Capital Management (Montana)
Montana
$127M +$1.92M +2% 9.29% 94% 49 24.49%
PIG
6047
Pantheon Investment Group
California
$127M +$10.8M +9% 9.95% 80 12.5%
RWIA
6048
Roger Wittlin Investment Advisory
California
$127M 4.47% 54.1% 26
WB
6049
West Bancorporation
Iowa
$127M 12.4% 64.4% 315
SWM
6050
Shelton Wealth Management
Texas
$127M 6.15% 88% 71