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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
MFA
6326
Morling Financial Advisors
California
$104M +$11.3M +12% 8.36% 91.2% 87 14.94%
NBT
6327
Northwest Bank & Trust
Iowa
$104M 11.6% 201
WCM
6328
W Capital Management
New York
$104M -$13.6M -12% 0.37% 4 0%
PA
6329
Prossimo Advisors
California
$104M +$62.8M +153% 7.38% 78.4% 127 59.06%
FFP
6330
Forbes Financial Planning
Rhode Island
$104M +$1.95M +2% 3.83% 46.7% 30 6.67%
BFP
6331
Brewster Financial Planning
New York
$104M +$3.84M +4% 3.2% 40.8% 15 13.33%
ADBIC
6332
A.D. Beadell Investment Counsel
Wisconsin
$103M -$6.18M -6% 5.19% 74.9% 74 17.57%
RPM
6333
Ridgemont Partners Management
North Carolina
$103M +$17.4M +20% 20.2% 45.6% 1 0%
EB
6334
Exchange Bank
California
$103M 4.68% 67.1% 104
CWM
6335
Cadence Wealth Management
Massachusetts
$103M +$5.09M +5% 2.18% 56.4% 39 25.64%
YCM
6336
Yost Capital Management
Texas
$103M +$11.9M +13% 18.7% 125% 20 70%
4WM
6337
4J Wealth Management
Virginia
$103M +$9.93M +11% 5.82% 68.2% 88 15.91%
PWAM
6338
Pinnacle West Asset Management
Wyoming
$103M +$7.25M +8% 7.4% 100% 102 4.9%
JAIC
6339
Josh Arnold Investment Consultant
Minnesota
$103M +$18.5M +22% 20.3% 272% 35 65.71%
GAM
6340
Grandview Asset Management
Pennsylvania
$103M -$67.6M -40% 16.5% 172% 120 56.67%
CM
6341
CM Management
Florida
$103M +$18.3M +22% 40.9% 110% 78 26.92%
FWMM
6342
Foundation Wealth Management (Missouri)
Missouri
$102M +$5.35M +6% 5.73% 64% 39 5.13%
RIG
6343
Ramiah Investment Group
Wisconsin
$102M -$7.84M -7% 5.14% 55.3% 85 44.71%
TIM
6344
Tevis Investment Management
Texas
$102M +$4.06M +4% 4.71% 58.7% 93 16.13%
RIA
6345
Richwood Investment Advisors
Ohio
$102M +$2.11M +2% 6.1% 66% 106 7.55%
MFS
6346
Monetta Financial Services
Illinois
$102M +$8.77M +9% 14.2% 275% 68 44.12%
MCI
6347
MRP Capital Investments
Georgia
$102M +$11.1M +12% 8.01% 222% 265 32.45%
HFAS
6348
Hummer Financial Advisory Services
Illinois
$102M +$8.13M +9% 6.44% 60.6% 98 16.33%
KCS
6349
Koonce Calvin Scott
$102M +$18.3M +22% 21.8% 67.9% 2 50%
PU
6350
Petiole USA
New York
$102M -$17.3M -14% 0.51% 105% 38 5.26%