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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
MHFA
6226
Mission Hills Financial Advisory
California
$189M +$1.19M +0.6% 0.47% 56 17.86%
FCCM
6227
First City Capital Management
Georgia
$189M +$3.91M +2% 3.81% 76.5% 159 6.29%
NCMW
6228
Northern Capital Management (Washington)
Washington
$189M +$4.95M +3% 2.42% 80% 52 11.54%
GCL
6229
Gouws Capital LLC
North Carolina
$189M +$7.32M +4% 9.37% 114% 56 3.57%
CRCM
6230
Crystal Rock Capital Management
Illinois
$189M +$6.03M +3% 6.85% 153% 33 6.06%
EF
6231
Envision Financial
Wisconsin
$189M +$14.7M +8% 1.62% 43 2.33%
SFG
6232
Strive Financial Group
Indiana
$189M 3.02% 729
DV
6233
DAG Ventures
California
$189M 4.27% 3
PS
6234
Pennant Select
New Jersey
$189M +$30M +19% 17.5% 13 7.69%
BCPWM
6235
Bradley & Co Private Wealth Management
Florida
$189M +$8.32M +5% 5.73% 227 14.98%
MGW
6236
MB Generational Wealth
Washington
$189M +$31.5M +20% 3.08% 71 12.68%
HA
6237
Hofer & Associates
California
$189M +$14.1M +8% 1.76% 54.2% 66 9.09%
HIM
6238
Harbour Investment Management
Washington
$189M -$41.4M -18% 1.73% 58.8% 109 11.93%
KTC
6239
Kentucky Trust Company
Kentucky
$189M +$3.8M +2% 2.8% 310 7.1%
RIAS
6240
Rachor Investment Advisory Services
Michigan
$188M 1.56% 429
GC
6241
Granville Capital
North Carolina
$188M 1.81% 84
TCFP
6242
Treasure Coast Financial Planning
Florida
$188M +$8.99M +5% 1.66% 32.6% 47 8.51%
SIA
6243
Stegner Investment Associates
Kentucky
$188M +$5.81M +3% 1.6% 75.3% 34 14.71%
SSCM
6244
Spectrum Strategic Capital Management
Oregon
$188M -$7M -4% 1.79% 82 52.44%
LWA
6245
Lantern Wealth Advisors
New York
$188M -$719K -0.4% 2.72% 175 16.57%
BFG
6246
Buttonwood Financial Group
Missouri
$188M -$43.5M -19% 2.11% 56.6% 34 11.76%
YWM
6247
Yardley Wealth Management
Pennsylvania
$188M +$9.13M +5% 2.89% 37 5.41%
AAA
6248
Andrews Advisory Associates
Hawaii
$188M 1.06% 81
FB
6249
First Bancorp
Maine
$188M +$151K +0.1% 2.7% 58.1% 134 8.21%
LIA
6250
LSP Investment Advisors
New York
$188M +$21.7M +13% 5.2% 104% 22 4.55%