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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
GIM
6176
Growth Interface Management
Florida
$100M +$16.4M +20% 13.8% 12% 10 30%
MFG
6177
Mendota Financial Group
Wisconsin
$100M +$21.7M +28% 7.47% 53.8% 367 31.61%
MWM
6178
Melfa Wealth Management
Massachusetts
$100M +$4.35M +5% 2.81% 42.9% 142 7.04%
HA
6179
Hofer & Associates
California
$100M -$343K -0.3% 4.68% 54.2% 52 0%
NRWA
6180
North Ridge Wealth Advisors
Oregon
$99.9M 5.81% 29.5% 40
WIM
6181
Waycross Investment Management
Washington
$99.9M +$900K +0.9% 3.92% 47.6% 54 5.56%
EI
6182
EDMP Inc
Florida
$99.9M -$1.71M -2% 0.31% 68.1% 63 14.29%
MWM
6183
MY Wealth Management
Maryland
$99.9M +$34.2M +52% 6.83% 25.2% 28 21.43%
BFP
6184
Brewster Financial Planning
New York
$99.7M +$5.32M +6% 5.21% 40.8% 13 0%
MCM
6185
Moon Capital Management
New York
$99.7M -$46.9M -32% 8.48% 95.6% 18 27.78%
SA
6186
SFI Advisors
New Jersey
$99.7M +$7.56M +8% 7.6% 55.8% 94 30.85%
BWA
6187
Beam Wealth Advisors
Louisiana
$99.6M +$3.69M +4% 3.85% 51.3% 103 5.83%
CWP
6188
Core Wealth Partners
California
$99.6M +$10.7M +12% 6.1% 63.8% 145 55.17%
SICM
6189
Sustainable Insight Capital Management
New York
$99.5M +$10.8M +12% 12.1% 106% 123 47.97%
EWM
6190
Endowment Wealth Management
Wisconsin
$99.5M +$8.64M +10% 7.32% 57.4% 144 17.36%
TIAM2
6191
Tru Independence Asset Management 2
Oregon
$99.5M 17.4% 73
NMG
6192
New Millennium Group
Utah
$99.5M +$5.8M +6% 10.5% 176% 481 10.19%
GFP
6193
Guardian Financial Partners
California
$99.5M +$5.22M +6% 5.12% 50.2% 41 4.88%
F4L
6194
Fortune 45 LLC
Louisiana
$99.3M +$8.43M +9% 5.95% 64.5% 43 25.58%
RCWM
6195
Royal Capital Wealth Management
Indiana
$99.3M +$5.24M +6% 4.55% 75.9% 101 8.91%
MWM
6196
Magnolia Wealth Management
Alabama
$99.3M +$7.06M +8% 5.19% 45.4% 11 9.09%
WFS
6197
Widmann Financial Services
Maryland
$99.2M +$3.69M +4% 4.52% 62.4% 83 6.02%
FMI
6198
F/M Investments
District of Columbia
$99.2M +$16.6M +20% 23.3% 100% 73 42.47%
BIP
6199
Blue Investment Partners
California
$99.2M +$18.7M +23% 15% 32 25%
BCPE
6200
Bain Capital Public Equity
Massachusetts
$99.1M -$27.6M -22% 12% 169% 40 57.5%