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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
HWM
6201
HRC Wealth Management
Idaho
$137M +$20.6M +18% 9.2% 42 38.1%
SC
6202
Stephenson & Company
California
$137M +$17.4M +15% 6.94% 38 5.26%
MFC
6203
Miramar Fiduciary Corp
Nevada
$137M +$687K +0.5% 2.87% 6 0%
AGC
6204
Alden Global Capital
Florida
$137M -$104M -43% 2.31% 79.8% 34 64.71%
SIA
6205
Stegner Investment Associates
Kentucky
$137M +$10.4M +8% 10.3% 75.3% 22 13.64%
HP
6206
Hyperion Partners
Pennsylvania
$137M +$10.3M +8% 5.67% 72 11.11%
CIA
6207
Cladis Investment Advisory
Montana
$136M +$9.02M +7% 12.3% 97% 153 16.34%
MWA
6208
Mills Wealth Advisors
Texas
$136M +$5.01M +4% 5.19% 37.4% 58 18.97%
TMWM
6209
Taylor & Morgan Wealth Management
Michigan
$136M +$10.5M +8% 9.35% 75.5% 68 10.29%
PFA
6210
Petra Financial Advisors
Colorado
$136M +$16.4M +14% 17.9% 129% 129 14.73%
FFA
6211
Florida Financial Advisors
Florida
$136M +$28.1M +26% 10.8% 136 30.15%
HB
6212
Hauser Brothers
Germany
$136M +$17M +14% 15% 12 41.67%
TT
6213
TI-Trust
Illinois
$136M +$22.8M +20% 7.05% 85.8% 133 22.56%
RP
6214
Riverwater Partners
Wisconsin
$136M +$9.25M +7% 10.3% 85.5% 212 19.34%
CE
6215
Cornerstone Enterprises
Wisconsin
$136M +$23.9M +21% 10.2% 37 37.84%
AIM
6216
Aurora Investment Managers
Florida
$136M +$4.55M +3% 0.15% 47% 54 12.96%
QHA
6217
Quarry Hill Advisors
Minnesota
$136M +$12.7M +10% 5.85% 62.5% 46 8.7%
BCM
6218
Beaumont Capital Management
Massachusetts
$136M +$4.12M +3% 4.34% 40.9% 51 19.61%
AA
6219
Axiom Advisory
California
$136M +$11.6M +9% 6.2% 16.4% 37 2.7%
SP
6220
SIH Partners
Delaware
$136M +$10.6M +8% 4.47% 18 27.78%
CMAI
6221
Capital Management Associates Inc
Minnesota
$136M -$34M -20% 6.98% 96 26.04%
PVAMC
6222
PPS&V Asset Management Consultants
Michigan
$136M +$5.07M +4% 8.7% 71.1% 42 16.67%
CIM
6223
Chapman Investment Management
California
$136M +$4.43M +3% 9.7% 44% 39 25.64%
SC
6224
Shearwater Capital
Colorado
$136M +$9.76M +8% 6.96% 64.2% 43 2.33%
PIA
6225
Panoramic Investment Advisors
Colorado
$136M +$20M +17% 11.2% 117 15.38%