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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
PMIA
6126
Patrick Mauro Investment Advisor
Illinois
$190M +$13.7M +8% 4.44% 31.7% 42 11.9%
FFG
6127
Foundry Financial Group
New Hampshire
$190M +$14.7M +8% 5.99% 66 6.06%
NPFS
6128
Novak & Powell Financial Services
Florida
$190M +$46M +32% 7.46% 170 18.24%
OCM
6129
Orser Capital Management
Texas
$190M +$49.8M +35% 8.57% 122% 74 41.89%
BDAM
6130
Blue Door Asset Management
Connecticut
$190M -$3.12M -2% 5.63% 127% 29 44.83%
LWM
6131
Level Wealth Management
North Carolina
$190M +$18M +10% 5.46% 64 9.38%
XC
6132
XY Capital
Hong Kong
$190M +$44.6M +31% 14.4% 52.8% 169 83.43%
WAL
6133
W Advisors LLC
Tennessee
$190M +$15.5M +9% 8.64% 73.8% 139 10.07%
CCM
6134
Cloud Capital Management
Washington
$190M +$29.4M +18% 8.22% 1,588 95.09%
LFASL
6135
Lugano Financial Advisors SA (LFA)
Switzerland
$190M +$20.9M +12% 5.87% 44.9% 257 15.56%
KA
6136
Kore Advisors
Florida
$190M +$98.9M +109% 798% 23 47.83%
PCMM
6137
Piedmont Capital Management (Montana)
Montana
$190M +$16.6M +10% 9.03% 94% 57 10.53%
AWM
6138
AllSquare Wealth Management
New York
$189M +$11.3M +6% 6.98% 62.4% 554 5.42%
BSC
6139
Brown Shipley & Co
United Kingdom
$189M +$7.78M +4% 10.7% 101% 74 2.7%
CH
6140
Cannae Holdings
Nevada
$189M -$631M -77% 27.1% 88.6% 5 20%
SCM
6141
Sheridan Capital Management
California
$189M +$44.3M +31% 5.36% 37 29.73%
OW
6142
Olistico Wealth
Oklahoma
$189M +$9.09M +5% 9.94% 95.8% 366 73.77%
ACM
6143
Alamar Capital Management
California
$189M +$4.6M +2% 3.06% 79 13.92%
WI
6144
Wafra Inc
New York
$189M +$22M +13% 13.2% 45.9% 2 0%
LWP
6145
Laurel Wealth Planning
Minnesota
$189M +$13.2M +7% 5.89% 53.1% 59 8.47%
FNBOH
6146
First National Bank of Hutchinson
Kansas
$189M +$28.3M +18% 9.43% 121% 106 30.19%
MIM
6147
Marshall Investment Management
Colorado
$189M +$168M +798% 9.48% 78 69.23%
CQWA
6148
Chokshi & Queen Wealth Advisors
California
$189M +$14.3M +8% 9.43% 64 20.31%
LWA
6149
Lantern Wealth Advisors
New York
$189M +$20.9M +12% 7.73% 174 24.14%
FCMT
6150
Founders Capital Management (Texas)
Texas
$189M +$21.9M +13% 13.5% 118% 408 9.07%