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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
6026
Maripau Wealth Management
Indiana
$96.1M +$3.44M +4% 6.03% 45% 86 11.63%
YCM
6027
Yost Capital Management
Texas
$96.1M +$3.5M +4% 10.9% 125% 17 47.06%
LF
6028
LifeSteps Financial
California
$96M +$7.28M +8% 7.56% 88% 83 28.92%
RH
6029
RFG Holdings
Texas
$95.9M +$13.5M +16% 10.7% 51.3% 14 21.43%
BWA
6030
Beam Wealth Advisors
Louisiana
$95.9M +$6.12M +7% 6.95% 51.3% 117 26.5%
PWS
6031
Precision Wealth Strategies
Missouri
$95.9M -$17.5M -15% 11.1% 54.2% 134 25.37%
MCM
6032
Mendel Capital Management
Arkansas
$95.9M +$10.7M +13% 9.05% 66 4.55%
MWM
6033
Melfa Wealth Management
Massachusetts
$95.7M 5.48% 42.9% 137
LFA
6034
Laraway Financial Advisors
Minnesota
$95.7M +$6.12M +7% 7.94% 69.8% 105 4.76%
DWA
6035
Delap Wealth Advisory
Oregon
$95.6M 9.13% 56% 66
RG
6036
Richelieu Gestion
France
$95.6M +$11.6M +14% 7.78% 82 29.27%
WFS
6037
Widmann Financial Services
Maryland
$95.5M +$5.24M +6% 12% 62.4% 86 12.79%
CRC
6038
Catawba River Capital
South Carolina
$95.4M +$11.4M +14% 2.67% 89.5% 19 15.79%
EBWM
6039
Eagle Bluffs Wealth Management
Missouri
$95.4M +$8.74M +10% 8.6% 68.6% 62 8.06%
TNAM
6040
Terra Nova Asset Management
New York
$95.3M +$3.8M +4% 11.1% 128% 89 16.85%
CSI
6041
Cross Staff Investments
New York
$95.3M +$6.04M +7% 6.27% 81.2% 121 14.05%
DCI
6042
Data Collective IV
California
$95.2M -$31.3M -25% 13.6% 251% 6 16.67%
HC
6043
Hoese & Co
Minnesota
$95.2M +$10.5M +12% 7.01% 46.3% 198 11.11%
PP
6044
PFS Partners
New Jersey
$95M +$2.54M +3% 7.4% 63.2% 389 8.23%
KA
6045
Kearns & Associates
California
$95M +$21.1M +28% 7.38% 69.4% 41 68.29%
EAM
6046
Empirical Asset Management
Massachusetts
$95M +$3.29M +4% 8.89% 60% 181 30.39%
MF
6047
Meridian Financial
Massachusetts
$95M +$8.92M +10% 8.27% 52.8% 91 9.89%
TI
6048
TTP Investments
California
$95M +$11.7M +14% 4.95% 197% 44 27.27%
SC
6049
Samjo Capital
New York
$94.9M +$13M +16% 9.26% 89.1% 15 20%
CMF
6050
Counterpoint Mutual Funds
California
$94.9M +$53.8M +131% 8.84% 66.2% 458 81%