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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
MWM
6301
Magnolia Wealth Management
Alabama
$99.3M +$7.06M +8% 5.19% 45.4% 11 9.09%
WFS
6302
Widmann Financial Services
Maryland
$99.2M +$3.69M +4% 4.52% 75.2% 83 6.02%
FMI
6303
F/M Investments
District of Columbia
$99.2M +$16.6M +20% 23.3% 101% 73 42.47%
BIP
6304
Blue Investment Partners
California
$99.2M +$18.7M +23% 15% 32 25%
BCPE
6305
Bain Capital Public Equity
Massachusetts
$99.1M -$27.6M -22% 12% 169% 40 57.5%
DG
6306
DMC Group
Alabama
$99M +$10.4M +12% 7.47% 99.2% 124 10.48%
LSC
6307
Lesa Sroufe & Co
Washington
$98.9M +$8.73M +10% 6.7% 73 9.59%
T2I
6308
Turim 21 Investimentos
Brazil
$98.9M -$84.2M -46% 4% 62.1% 78 23.08%
PFG
6309
Prosperity Financial Group
California
$98.8M +$6.13M +7% 7.73% 108% 113 31.86%
AWA
6310
Authentikos Wealth Advisory
California
$98.8M 2.66% 43.5% 59
ACM
6311
Acrisure Capital Management
Texas
$98.8M +$8.46M +9% 1.77% 405 75.31%
CWA
6312
Clearview Wealth Advisors
Oregon
$98.7M -$30.7M -24% 3.75% 45.2% 719 20.45%
LFA
6313
Laraway Financial Advisors
Minnesota
$98.7M +$3.03M +3% 7.41% 92.3% 105 2.86%
SAM
6314
Steinberg Asset Management
New York
$98.6M +$6.34M +7% 5.15% 130% 34 14.71%
VF
6315
Vawter Financial
Ohio
$98.6M +$12.8M +15% 4.37% 48% 57 17.54%
WSL
6316
Western Standard LLC
California
$98.6M -$15M -13% 11.3% 83.7% 40 67.5%
ACM
6317
Arthedge Capital Management
New York
$98.5M +$20M +26% 26.9% 80.7% 13 0%
TIM
6318
Tevis Investment Management
Texas
$98.4M +$4.53M +5% 3.53% 58.7% 94 21.28%
RFN
6319
Redwood Financial Network
Ohio
$98.3M +$10.2M +12% 7.87% 74.1% 154 12.99%
CWM
6320
Cadence Wealth Management
Massachusetts
$98.2M -$18.4M -16% 4.74% 56.4% 37 45.95%
GAA
6321
Global Assets Advisory
Florida
$98.1M +$3.23M +3% 9.05% 85.9% 161 44.1%
AC
6322
AWH Capital
Texas
$98M +$17.6M +22% 12.6% 183% 28 14.29%
AC
6323
Aldebaran Capital
Indiana
$97.9M +$1.21M +1% 0.23% 80.4% 36 11.11%
SWA
6324
Sightline Wealth Advisors
Connecticut
$97.9M +$5.17M +6% 4.89% 44.4% 63 17.46%
LIM
6325
Lancaster Investment Management
United Kingdom
$97.9M +$26.8M +38% 24.4% 18% 4 0%