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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
FWM
6026
Finer Wealth Management
Massachusetts
$162M +$7.02M +5% 3.75% 149% 81 12.35%
BFP
6027
Beacon Financial Planning
Massachusetts
$162M +$14.8M +10% 7.02% 71.1% 45 13.33%
TCFP
6028
Treasure Coast Financial Planning
Florida
$162M +$10.4M +7% 4.63% 32.6% 35 8.57%
BCM
6029
BluePath Capital Management
Georgia
$162M +$19.3M +14% 6.93% 101% 119 23.53%
GWAM
6030
Guardian Wealth Advisors (Minnesota)
Minnesota
$162M +$8.25M +5% 7.09% 57.3% 84 7.14%
WBWA
6031
William B. Walkup & Associates
South Carolina
$162M +$8.97M +6% 6.88% 162 4.32%
MWM
6032
Meritas Wealth Management
California
$162M +$19.8M +14% 7.54% 63% 51 9.8%
VBWMG
6033
Von Berge Wealth Management Group
California
$162M +$4.32M +3% 6.83% 60.5% 70 11.43%
SIA
6034
Schear Investment Advisers
Ohio
$162M +$23.1M +17% 4.57% 240% 86 8.14%
GPA
6035
Garrison Point Advisors
California
$162M +$10.1M +7% 6.89% 81.5% 148 4.73%
DJYG
6036
David J. Yvars Group
Florida
$161M +$1.67M +1% 2.32% 125% 85 14.12%
HG
6037
Herbst Group
Connecticut
$161M -$3.01M -2% 4.84% 139% 69 24.64%
DC
6038
Destiny Capital
Colorado
$161M +$15M +10% 5.43% 50 8%
PFS
6039
Prospect Financial Services
New York
$161M +$31.3M +24% 8.59% 109 33.94%
WAM
6040
Walker Asset Management
Missouri
$161M +$12.7M +9% 8.28% 75.9% 147 10.88%
WAC
6041
William Allan Corp
Colorado
$161M +$11.6M +8% 8.09% 84.7% 53 3.77%
CCM
6042
Clearfield Capital Management
New York
$161M +$49.9M +45% 28.4% 421% 8 37.5%
RMSCM
6043
R.M. Sincerbeaux Capital Management
New York
$161M +$8.83M +6% 5.86% 76.4% 37 0%
GPI
6044
General Partner Inc
Pennsylvania
$161M +$4.44M +3% 7.66% 74% 164 3.05%
LHA
6045
Little Harbor Advisors
Massachusetts
$161M +$6.06M +4% 4.34% 59% 8 12.5%
MCM
6046
Mudrick Capital Management
New York
$161M -$86M -35% 2.56% 212% 4 25%
MAM
6047
McCarthy Asset Management
California
$161M -$8.8M -5% 5.34% 41 19.51%
HC
6048
Hara Capital
Washington
$161M +$4.49M +3% 1.86% 304 56.58%
MFA
6049
Millington Financial Advisors
Illinois
$160M +$16.4M +11% 6.17% 77.5% 87 13.79%
MPM
6050
Mountaineer Partners Management
New York
$160M -$31.8M -17% 4.06% 158% 19 36.84%