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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 Avg Holding
Period (Yrs)
MWA Asset Management
6276
MWA Asset Management
Massachusetts
$138M +$16.9M +14% 13% 174% 126 10.32% 0.4
CWM
6277
Cordatus Wealth Management
Pennsylvania
$138M +$17.1M +14% 14.4% 108% 66 25.76% 0.8
Epacria Capital Partners
6278
Epacria Capital Partners
Colorado
$138M +$13.1M +10% 10.1% 89.1% 56 8.93% 1.1
OM
6279
OV Management
Minnesota
$138M +$16.7M +14% 18.5% – 63 9.52% 0.2
Western Pacific Wealth Management
6280
Western Pacific Wealth Management
Illinois
$138M +$999K +0.7% 1.42% 91.4% 326 33.13% 1.3
Vawter Financial
6281
Vawter Financial
Ohio
$138M +$10M +8% 5.31% 48% 90 15.56% 0.9
Mayfair Advisory Group
6282
Mayfair Advisory Group
Alabama
$138M +$20.3M +17% 7.49% 71.5% 145 15.86% 2
MFFIA
6283
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$138M +$12.8M +10% 10.4% 136% 68 7.35% 1.1
Pharo Management
6284
Pharo Management
New York
$138M -$1.19B -90% 0.68% – 4 75% 0.3
Johnson & White Wealth Management
6285
Johnson & White Wealth Management
Pennsylvania
$137M +$16.7M +14% 8.39% 85.1% 88 12.5% 0.7
Lugano Financial Advisors SA (LFA)
6286
Lugano Financial Advisors SA (LFA)
Switzerland
$137M +$10.1M +8% 4.79% 51.3% 186 22.58% 2
Broadview Financial Management
6287
Broadview Financial Management
Wisconsin
$137M +$7.69M +6% 6.73% 52.4% 40 2.5% 4.9
JCA
6288
Jade Capital Advisors
New Jersey
$137M -$30.6M -18% 7.53% 28.9% 110 63.64% 0.5
JDM Financial Group
6289
JDM Financial Group
Texas
$137M +$16.6M +14% 8.19% 56.7% 216 4.63% 1.2
Pring Turner Capital Group
6290
Pring Turner Capital Group
California
$137M +$6.4M +5% 8.62% 70.8% 70 11.43% 4.1
Presidio Capital Management
6291
Presidio Capital Management
California
$137M +$9.04M +7% 5.24% 56.1% 54 29.63% 1
PP
6292
Pingora Partners
Wyoming
$137M +$24M +21% 19.8% – 258 39.53% 0.2
Affinity Investment Advisors
6293
Affinity Investment Advisors
California
$137M -$10M -7% 14.9% 189% 190 43.16% 3.1
Asset Planning Corporation
6294
Asset Planning Corporation
Tennessee
$137M +$7.5M +6% 5.67% 44.5% 44 13.64% 2.3
Planning Capital Management Corporation
6295
Planning Capital Management Corporation
Pennsylvania
$137M +$8.98M +7% 7.32% – 715 17.76% 0.2
HRC Wealth Management
6296
HRC Wealth Management
Idaho
$137M +$20.6M +18% 9.2% 82.2% 42 38.1% 0.2
Stephenson & Company
6297
Stephenson & Company
California
$137M +$17.4M +15% 6.94% 47% 38 5.26% 0.2
MFC
6298
Miramar Fiduciary Corp
Nevada
$137M +$687K +0.5% 2.87% – 6 0% 2.8
AGC
6299
Alden Global Capital
Florida
$137M -$104M -43% 2.31% 99.8% 34 64.71% 0.5
Stegner Investment Associates
6300
Stegner Investment Associates
Kentucky
$137M +$10.4M +8% 10.3% 84.8% 22 13.64% 2.7