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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
PHWM
6201
Pine Harbor Wealth Management
Maryland
$131M 8.97% 97
BAM
6202
Byrne Asset Management
New Jersey
$131M +$10.4M +9% 13.3% 116% 601 36.61%
CIM
6203
Chapman Investment Management
California
$131M +$13.2M +11% 14.9% 44% 36 5.56%
SCP
6204
Sivia Capital Partners
California
$131M 13.8% 186
MFA
6205
McClarren Financial Advisors
Pennsylvania
$131M +$16.5M +14% 11.1% 55.3% 432 9.03%
AW
6206
Apricus Wealth
South Carolina
$131M +$16.9M +15% 7.02% 78.8% 89 12.36%
MWA
6207
Mills Wealth Advisors
Texas
$131M +$6.32M +5% 5.66% 37.4% 54 14.81%
OCM
6208
Objective Capital Management
Ohio
$131M +$18.5M +16% 11.1% 122 18.03%
RAM
6209
Robocap Asset Management
United Kingdom
$131M +$26.2M +25% 23.8% 259% 26 3.85%
AIMA
6210
Ables Iannone Moore & Associates
Georgia
$131M 11.6% 307
FCM
6211
Fogel Capital Management
Florida
$131M 9.5% 33
MHWM
6212
Montz Harcus Wealth Management
Louisiana
$131M +$13.9M +12% 11.8% 74.1% 59 13.56%
EIM
6213
Ervin Investment Management
Washington
$131M +$11.6M +10% 9.19% 84.3% 36 5.56%
MCA
6214
Millennium Capital Advisors
Arkansas
$131M +$13.6M +12% 11.7% 114% 117 6.84%
BFS
6215
Burr Financial Services
California
$131M 18% 34
HFCII
6216
H&F Corporate Investors IX
California
$131M -$19.6M -13% 13% 62.7% 1 0%
PTCG
6217
Pring Turner Capital Group
California
$131M +$11.4M +10% 10.9% 70.8% 66 7.58%
PVAMC
6218
PPS&V Asset Management Consultants
Michigan
$131M +$14.7M +13% 9.53% 71.1% 41 9.76%
LAM
6219
Lummis Asset Management
Texas
$131M 8.85% 174
FW
6220
Fairway Wealth
Ohio
$131M 9.45% 74
DWM
6221
Defined Wealth Management
Oregon
$131M +$13.4M +11% 11% 70.3% 103 8.74%
BGA
6222
Battery Global Advisors
Massachusetts
$131M 12.5% 41
BAG
6223
Bridgewealth Advisory Group
California
$131M +$49.1M +60% 7.42% 39.1% 84 28.57%
KAM
6224
Kopion Asset Management
Texas
$130M +$18.3M +16% 18.6% 67.1% 19 10.53%
JHWEPV
6225
J.H. Whitney Equity Partners VII
Connecticut
$130M +$72.5M +125% 125% 407% 1 0%