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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
MIM
6226
Marshall Investment Management
Colorado
$199M +$10.2M +5% 3.38% 81 13.58%
HI
6227
Harrington Investments
California
$199M -$1.24M -0.6% 3.06% 92.5% 86 3.49%
NWMP
6228
Noble Wealth Management PBC
Colorado
$199M +$11.2M +6% 0.63% 616 17.86%
DRD
6229
Dennis R. Delaney
$199M -$703K -0.4% 4.31% 84.3% 51 7.84%
WAL
6230
W Advisors LLC
Tennessee
$199M +$8.95M +5% 3.54% 73.8% 146 8.9%
SFS
6231
Sharp Financial Services
Pennsylvania
$199M +$14.8M +8% 3.11% 117 13.68%
PRI
6232
Prepared Retirement Institute
Pennsylvania
$199M +$6.86M +4% 1.55% 85 7.06%
WPA
6233
Wealth Preservation Advisors
Tennessee
$199M +$26.8M +16% 4.84% 639 10.64%
EWM
6234
Evergreen Wealth Management
Michigan
$199M +$7.81M +4% 4.47% 62.1% 55 9.09%
MCP
6235
Miller Capital Partners
Michigan
$199M 4.94% 265
FU
6236
Fairfield University
Connecticut
$199M -$3.27M -2% 1.94% 61.9% 3 0%
OF
6237
Optimize Financial
California
$199M +$6.5M +3% 9.47% 325 2.15%
PD
6238
Planning Directions
Pennsylvania
$198M +$6.86M +4% 1.17% 46.3% 103 11.65%
IWP
6239
Innova Wealth Partners
Pennsylvania
$198M +$13.1M +7% 2.89% 68% 159 23.9%
PCM
6240
Prospera Capital Management
Arizona
$198M -$8.64M -4% 1.75% 49 18.37%
BC
6241
BDFS Capital
Delaware
$198M 1.2% 134
MWA
6242
MN Wealth Advisors
Kansas
$198M +$10.9M +6% 2.97% 131 17.56%
ALS
6243
Andrew L. Share
$198M +$53.4M +37% 3.68% 14.8% 18 11.11%
PBBUPS
6244
PKO BP Bankowy Universal Pension Society
Poland
$198M +$29.2M +17% 27.1% 13 0%
BFA
6245
Brown Financial Advisory
Alabama
$198M +$6.89M +4% 2.56% 66.3% 57 5.26%
SRCM
6246
Signature Resources Capital Management
California
$198M +$15.1M +8% 2.75% 718 31.2%
WCM
6247
Wisconsin Capital Management
Wisconsin
$198M +$1.91M +1% 5.17% 153% 52 9.62%
WU
6248
Washington University
Missouri
$198M +$19.3M +11% 7.63% 44% 5 40%
MGM
6249
Miura Global Management
New York
$198M +$130M +191% 1.22% 375% 22 50%
HAS
6250
Horizon Advisory Services
New York
$198M +$2.19M +1% 0.53% 66 57.58%