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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
MAM
6276
MPM Asset Management
Massachusetts
$145M -$36.8M -20% 0.48% 5.89% 6 0%
MWA
6277
Mills Wealth Advisors
Texas
$145M +$5.32M +4% 4.55% 37.4% 59 16.95%
WBCM
6278
Wilson & Boucher Capital Management
California
$145M +$14.7M +11% 6.59% 69.8% 120 10.83%
AIM
6279
AHL Investment Management
Florida
$145M +$8.63M +6% 7.4% 57.7% 69 7.25%
SC
6280
Shearwater Capital
Colorado
$145M +$8.85M +7% 6.35% 64.2% 48 12.5%
HA
6281
Hofer & Associates
California
$145M +$16M +12% 4.91% 54.2% 60 6.67%
LFA
6282
Legend Financial Advisors
Pennsylvania
$145M +$3.92M +3% 6.44% 117% 295 47.46%
KSCM
6283
King Street Capital Management
New York
$145M +$65.3M +82% 41.8% 140% 10 40%
RFA
6284
ROI Financial Advisors
Oregon
$145M +$7.03M +5% 5.27% 69 14.49%
PIA
6285
Panoramic Investment Advisors
Colorado
$145M 5.28% 118
TFG
6286
Taylor Financial Group
Virginia
$145M +$14.6M +11% 9.33% 100 10%
LWA
6287
Lantern Wealth Advisors
New York
$144M +$6.42M +5% 7.05% 135 9.63%
CIA
6288
Cladis Investment Advisory
Montana
$144M +$6.45M +5% 7.69% 131% 146 14.38%
TFP
6289
Tilia Fiduciary Partners
North Carolina
$144M +$16.4M +13% 6.98% 90.5% 108 13.89%
AWM
6290
Allen Wealth Management
North Carolina
$144M +$31.9M +28% 6.33% 62 11.29%
BCPE
6291
Bain Capital Public Equity
Massachusetts
$144M +$39.2M +37% 13.1% 169% 44 43.18%
PI
6292
Pelion Inc
Utah
$144M +$22.5M +19% 22.8% 16.9% 4 0%
MKW
6293
Mullaney, Keating & Wright
Connecticut
$144M +$15.1M +12% 9.12% 56 5.36%
GEH
6294
General Equity Holdings
New York
$144M -$19.8M -12% 30.1% 775% 7 42.86%
FCMV
6295
Foresite Capital Management V
California
$144M -$12.7M -8% 5.98% 401% 5 0%
CAM
6296
Clarity Asset Management
Iowa
$144M +$3.04M +2% 5.12% 211 14.22%
FB
6297
First Bancorp
Maine
$144M +$8.5M +6% 6.65% 73.8% 125 10.4%
OS
6298
Objectivity Squared
South Carolina
$144M +$13M +10% 5.33% 51 7.84%
ACA
6299
Apis Capital Advisors
New York
$144M +$8.21M +6% 18.1% 1,532% 43 39.53%
CWM
6300
Certus Wealth Management
California
$144M +$12M +9% 5.62% 56 16.07%