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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
LWM
6176
Lionsbridge Wealth Management
Florida
$103M +$32.7M +47% 5.33% 66% 43 34.88%
MCM
6177
Magnolia Capital Management
New York
$103M +$5.46M +6% 7.88% 77.6% 149 24.83%
NED
6178
Nancy E. Dempze
$103M +$8.59M +9% 9.44% 83.1% 68 13.24%
MFA
6179
Millington Financial Advisors
Illinois
$102M 9.42% 77.5% 70
NA
6180
NVP Associates
California
$102M 23.1% 953% 8
VIP
6181
Viewpoint Investment Partners
Alberta, Canada
$102M +$18.4M +22% 5.73% 31.9% 9 22.22%
CIA
6182
Capital Impact Advisors
Massachusetts
$102M +$1.94M +2% 5.79% 237 0.42%
SLFPAM
6183
St. Louis Financial Planners Asset Management
Missouri
$102M 3.6% 136% 18
OC
6184
Optimas Capital
Hong Kong
$102M -$16.5M -14% 13.8% 355% 44 65.91%
AS
6185
American Securities
New York
$102M +$22.5M +28% 28.3% 1 0%
IFPL
6186
Investments & Financial Planning LLC
Kentucky
$102M 5.98% 63.6% 36
VWA
6187
VERITY Wealth Advisors
United States
$102M +$4.43M +5% 7.31% 59.9% 74 9.46%
TA
6188
TRB Advisors
New York
$102M +$95K +0.1% 1.17% 64% 4 0%
ABP
6189
Arthur B. Page
$102M +$6.06M +6% 10.4% 40.4% 50 6%
SMWM
6190
Silvia McColl Wealth Management
California
$102M 9.01% 76.1% 105
CAM
6191
Campion Asset Management
Virginia
$102M +$7.18M +8% 11% 70.2% 94 13.83%
OC
6192
Oppenheimer & Close
New York
$102M +$9.41M +10% 18.9% 149% 63 4.76%
LFGH
6193
Lee Financial Group Hawaii
Hawaii
$102M -$22.6M -18% 8.62% 12.9% 35 17.14%
EI
6194
EDMP Inc
Florida
$102M +$7.84M +8% 14.2% 71.6% 60 11.67%
GWMI
6195
Guardian Wealth Management (Illinois)
Illinois
$102M +$13.2M +15% 14.2% 103% 272 17.65%
SGWM
6196
Sterling Group Wealth Management
California
$102M 10.9% 67.7% 48
DC
6197
Darrow Company
Massachusetts
$102M +$6.13M +6% 5.79% 41.1% 33 21.21%
SWMP
6198
Signature Wealth Management Partners
New Jersey
$102M +$10.7M +12% 10.3% 80.4% 105 7.62%
KA
6199
Kooman & Associates
Pennsylvania
$101M 6.03% 59.9% 40
AMAL
6200
Asset Management Advisors LLC
Oklahoma
$101M +$4.44M +5% 8.72% 124% 17 17.65%