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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
MWM
6176
Meritas Wealth Management
California
$144M +$10.3M +8% 4.44% 63% 53 13.21%
FCM
6177
Family Capital Management
Michigan
$143M +$2.42M +2% 9.87% 70.5% 77 14.29%
DC
6178
Destiny Capital
Colorado
$143M +$203K +0.1% 5.79% 50 10%
NCMW
6179
Northern Capital Management (Washington)
Washington
$143M +$31.6M +28% 9.26% 80% 38 21.05%
BFP
6180
Beacon Financial Planning
Massachusetts
$143M +$15.5M +12% 8.49% 71.1% 36 5.56%
TSW
6181
Three Seasons Wealth
Utah
$143M +$29.2M +26% 15.1% 156% 94 26.6%
NCM
6182
Northland Capital Management
Minnesota
$143M -$6.68M -4% 3.83% 36.1% 32 3.13%
CG
6183
Clarus Group
Texas
$143M +$10.7M +8% 9.79% 65.5% 109 8.26%
SF
6184
SWP Financial
California
$143M +$13.9M +11% 5.35% 49 12.24%
MSCM
6185
Marlin Sams Capital Management
New York
$143M +$10.9M +8% 8.11% 53.1% 2 0%
G
6186
Greycroft
New York
$143M -$3.04M -2% 2.5% 20% 8 37.5%
CFC
6187
Client First Capital
California
$143M +$5.12M +4% 7.05% 49.6% 24 54.17%
EIM
6188
Ervin Investment Management
Washington
$143M +$11.9M +9% 10.3% 84.3% 37 8.11%
HAM
6189
Hedges Asset Management
Nevada
$143M +$14.7M +11% 7.42% 117 12.82%
AWM
6190
Avondale Wealth Management
Texas
$143M +$18.5M +15% 8.59% 78.6% 126 9.52%
PWM
6191
Partnership Wealth Management
Maryland
$143M +$9.98M +8% 7.71% 212 1.89%
FF
6192
Farrow Financial
Vermont
$143M +$9.73M +7% 7.47% 53 3.77%
RWIA
6193
Roger Wittlin Investment Advisory
California
$143M +$7.24M +5% 6.67% 54.1% 50 26%
TFP
6194
TrueWealth Financial Partners
Washington
$143M +$10.9M +8% 5.26% 36.4% 18 11.11%
KL
6195
KilterHowling LLC
Colorado
$142M +$8.98M +7% 6.43% 51.3% 46 0%
HPCM
6196
Hein Park Capital Management
New York
$142M -$264M -65% 17.3% 122% 6 33.33%
LWA
6197
Lantern Wealth Advisors
New York
$142M +$14.8M +12% 7.33% 130 13.08%
HCM
6198
Helios Capital Management
Singapore
$142M +$16M +13% 16.3% 49 0%
PSC
6199
Prentiss Smith & Co
Vermont
$142M +$8M +6% 8.38% 63.9% 73 15.07%
KFG
6200
Kingdom Financial Group
Arizona
$142M +$27.5M +24% 4.45% 46.2% 92 52.17%