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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
MMHP
6076
Murphy Middleton Hinkle & Parker
Georgia
$179M $0 0% 5.21% 61.7% 132 0%
CPL
6077
Corecam Pte Ltd
$179M -$5.69M -3% 14% 41 29.27%
BFA
6078
Brendel Financial Advisors
New Hampshire
$179M +$13.9M +8% 12.6% 110% 114 31.58%
NAM
6079
NewGen Asset Management
Ontario, Canada
$178M +$24.4M +16% 35.5% 391% 38 55.26%
NWMG
6080
National Wealth Management Group
Ohio
$178M +$26.4M +17% 14.6% 123% 179 30.73%
MCM
6081
McDonough Capital Management
Florida
$178M +$25.3M +17% 14.3% 100% 51 5.88%
EWM
6082
Evergreen Wealth Management
Michigan
$178M +$10.9M +6% 7.61% 57% 54 9.26%
AWM
6083
AllSquare Wealth Management
New York
$178M +$9.75M +6% 8.48% 62.4% 548 3.28%
LC
6084
Lunate Capital
United Arab Emirates
$178M +$6.86M +4% 6.68% 6 33.33%
VBWMG
6085
Von Berge Wealth Management Group
California
$178M +$23.1M +15% 10.2% 60.5% 67 10.45%
HWA
6086
Hilltop Wealth Advisors
North Carolina
$178M +$912K +0.5% 10.4% 43.9% 55 14.55%
LWM
6087
Latko Wealth Management
Illinois
$178M +$23.7M +15% 9.25% 31 12.9%
FCMV
6088
Foresite Capital Management VI
California
$178M -$4.66M -3% 0.81% 20 30%
PD
6089
Planning Directions
Pennsylvania
$178M -$56.2M -24% 4.5% 36.4% 122 34.43%
KWM
6090
Kiker Wealth Management
Georgia
$177M +$30.8M +21% 12.6% 804 31.97%
BAM
6091
BLKBRD Asset Management
Connecticut
$177M +$95.1M +116% 38.3% 34 88.24%
MWM
6092
Massachusetts Wealth Management
Massachusetts
$177M +$31.5M +22% 9.2% 77.9% 95 13.68%
RMSCM
6093
R.M. Sincerbeaux Capital Management
New York
$177M +$7.94M +5% 9.36% 65.9% 39 2.56%
AIFS
6094
A&I Financial Services
Colorado
$177M +$29.4M +20% 11.8% 83 25.3%
CBT
6095
CoreFirst Bank & Trust
Kansas
$177M +$21.5M +14% 5.7% 53.4% 342 67.84%
CWA
6096
Cascade Wealth Advisors
Washington
$177M +$32.3M +22% 6.26% 60 38.33%
FBC
6097
Fairfield, Bush & Co
Connecticut
$177M +$19.3M +12% 19.6% 101% 116 11.21%
WAM
6098
WFA Asset Management
Wisconsin
$177M -$14.4M -8% 5.04% 60% 242 16.94%
CPP
6099
Capasso Planning Partners
South Carolina
$177M -$62.1M -26% 6.53% 44.1% 105 26.67%
RB
6100
Robert Bosch
Germany
$177M +$14.5M +9% 14.2% 2 50%