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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
MCM
6051
Mendel Capital Management
Arkansas
$191M +$15.3M +9% 7.15% 96 3.13%
SAS
6052
Sage Advisory Services
Texas
$191M +$7.08M +4% 4.4% 33.9% 46 10.87%
STA
6053
Smith Thornton Advisors
Alabama
$191M +$16.7M +10% 7% 139 10.07%
NFA
6054
Northern Financial Advisors
Michigan
$191M +$57.3M +43% 6.56% 109% 130 22.31%
GWM
6055
Global Wealth Management
New Jersey
$190M +$8.14M +4% 5.22% 35 8.57%
PMIA
6056
Patrick Mauro Investment Advisor
Illinois
$190M +$13.7M +8% 4.44% 28.4% 42 11.9%
FFG
6057
Foundry Financial Group
New Hampshire
$190M +$14.7M +8% 5.99% 66 6.06%
NPFS
6058
Novak & Powell Financial Services
Florida
$190M +$46M +32% 7.46% 170 18.24%
OCM
6059
Orser Capital Management
Texas
$190M +$49.8M +35% 8.57% 122% 74 41.89%
BDAM
6060
Blue Door Asset Management
Connecticut
$190M -$3.12M -2% 5.63% 77.3% 29 44.83%
LWM
6061
Level Wealth Management
North Carolina
$190M +$18M +10% 5.46% 64 9.38%
XC
6062
XY Capital
Hong Kong
$190M +$44.6M +31% 14.4% 44.3% 169 83.43%
WAL
6063
W Advisors LLC
Tennessee
$190M +$15.5M +9% 8.64% 61.1% 139 10.07%
CCM
6064
Cloud Capital Management
Washington
$190M +$29.4M +18% 8.22% 1,588 95.09%
LFASL
6065
Lugano Financial Advisors SA (LFA)
Switzerland
$190M +$20.9M +12% 5.87% 44.9% 257 15.56%
KA
6066
Kore Advisors
Florida
$190M +$98.9M +109% 798% 23 47.83%
PCMM
6067
Piedmont Capital Management (Montana)
Montana
$190M +$16.6M +10% 9.03% 76.1% 57 10.53%
AWM
6068
AllSquare Wealth Management
New York
$189M +$11.3M +6% 6.98% 62.4% 554 5.42%
BSC
6069
Brown Shipley & Co
United Kingdom
$189M +$7.78M +4% 10.7% 101% 74 2.7%
SCM
6070
Sheridan Capital Management
California
$189M +$44.3M +31% 5.36% 37 29.73%
OW
6071
Olistico Wealth
Oklahoma
$189M +$9.09M +5% 9.94% 95.8% 366 73.77%
ACM
6072
Alamar Capital Management
California
$189M +$4.6M +2% 3.06% 79 13.92%
WI
6073
Wafra Inc
New York
$189M +$22M +13% 13.2% 37.8% 2 0%
LWP
6074
Laurel Wealth Planning
Minnesota
$189M +$13.2M +7% 5.89% 41.6% 59 8.47%
FNBOH
6075
First National Bank of Hutchinson
Kansas
$189M +$28.3M +18% 9.43% 94.8% 106 30.19%