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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
FAFN
6226
First Affirmative Financial Network
Colorado
$136M +$10.4M +8% 8.94% 260 9.23%
ATC
6227
Advantage Trust Company
Kansas
$136M +$8.68M +7% 8.87% 179 5.03%
HSWS
6228
Higgins & Schmidt Wealth Strategies
Colorado
$136M +$11.4M +9% 6.93% 46 8.7%
FHC
6229
Fort Henry Capital
West Virginia
$136M +$6.24M +5% 3.47% 37% 15 6.67%
W
6230
WealthCollab
Washington
$136M +$7.38M +6% 3.01% 962 20.17%
SIA
6231
Spectrum Investment Advisors
Wisconsin
$135M +$9.31M +7% 7.17% 36 13.89%
PF
6232
Penney Financial
Texas
$135M +$14.5M +12% 7.81% 34 11.76%
MCM
6233
M28 Capital Management
Connecticut
$135M +$14.6M +12% 7.24% 219% 11 9.09%
BCCM
6234
Blue Creek Capital Management
Hong Kong
$135M -$3.79M -3% 2.16% 6 0%
WCM
6235
Washburn Capital Management
Florida
$135M +$2.25M +2% 12.3% 117% 44 15.91%
MCP
6236
Maso Capital Partners
Hong Kong
$135M +$19.5M +17% 9.21% 8.67% 40 42.5%
WFP
6237
Wrenne Financial Planning
Kentucky
$135M +$17.8M +15% 4.28% 30 16.67%
AFS
6238
AFG Fiduciary Services
Massachusetts
$135M +$12.2M +10% 7.16% 61.9% 93 23.66%
MI
6239
Mango Investments
Colorado
$135M -$23.9M -15% 5.17% 24 4.17%
1CP
6240
17 Capital Partners
Arizona
$135M +$26.3M +24% 13.4% 130 33.08%
EWS
6241
Evergreen Wealth Solutions
Pennsylvania
$135M +$18.1M +15% 10.6% 64.5% 125 14.4%
MM
6242
MWG Management
British Virgin Islands
$135M +$16.2M +14% 15.3% 59.2% 3 0%
AFR
6243
Applied Fundamental Research
Massachusetts
$135M -$3.53M -3% 7% 38% 11 0%
WWM
6244
Whalen Wealth Management
Nevada
$135M +$24M +22% 8.58% 162 67.28%
MGWA
6245
Monument Group Wealth Advisors
Massachusetts
$135M +$17.7M +15% 7.45% 49 16.33%
SC
6246
Settian Capital
New York
$135M +$9.58M +8% 9.86% 54.6% 37 29.73%
IIM
6247
InTrack Investment Management
Vermont
$135M +$1.55M +1% 9.18% 84.9% 141 12.77%
SGC
6248
Slocum, Gordon & Co
Rhode Island
$135M +$20.8M +18% 9.42% 55.2% 137 7.3%
DF
6249
Dunhill Financial
United Kingdom
$135M +$24.4M +22% 8.72% 49% 767 8.74%
PWMG
6250
Pinnacle Wealth Management Group
Michigan
$135M +$12.8M +11% 4.73% 55.7% 113 17.7%