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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
MSK
6326
Melissa S. Kampmann
$141M +$4.51M +3% 5.87% 41 2.44%
WWM
6327
Whalen Wealth Management
Nevada
$141M +$15.2M +12% 4.51% 146 54.11%
BFA
6328
Brown Financial Advisory
Alabama
$141M +$11.3M +9% 7.67% 50.3% 37 16.22%
RLWM
6329
RF&L Wealth Management
Massachusetts
$141M +$9.88M +8% 6.37% 69.9% 59 6.78%
AWP
6330
Avid Wealth Partners
Texas
$141M +$12.6M +10% 4.68% 46 21.74%
CV
6331
Counterweight Ventures
North Carolina
$141M +$8.86M +7% 5.78% 70 10%
LG
6332
LAM Group
Oregon
$141M +$22.6M +19% 8.11% 54.3% 133 2.26%
F4L
6333
Fortune 45 LLC
Louisiana
$141M +$10.1M +8% 4.6% 64.5% 27 18.52%
SRSA
6334
S.R. Schill & Associates
Washington
$141M -$87.1M -38% 7.48% 36.7% 86 61.63%
BFS
6335
Burr Financial Services
California
$141M -$2.03M -1% 1.97% 30 13.33%
PP
6336
Pingora Partners
Wyoming
$141M -$51.4K -0% 12.6% 237 8.02%
RCP
6337
RPM Capital Partners
New York
$141M +$20.8M +17% 17.3% 1 0%
ALWM
6338
Andrews Lucia Wealth Management
California
$141M -$1.99M -1% 6.52% 59.7% 27 0%
LFS
6339
Leibman Financial Services
Nebraska
$141M +$6.22M +5% 4.85% 63 20.63%
HWMC
6340
Heritage Wealth Management (California)
California
$141M +$4.79M +4% 5.57% 130 10.77%
IIM
6341
InTrack Investment Management
Vermont
$141M +$479K +0.3% 5.64% 84.9% 134 12.69%
BMD
6342
Better Money Decisions
New Mexico
$141M +$8.07M +6% 5.49% 32.7% 67 7.46%
UOMF
6343
University of Maryland Foundation
Maryland
$141M +$47.1M +50% 6.63% 38.1% 7 14.29%
SCGM
6344
Starwood Capital Group Management
Florida
$141M +$101M +249% 11.5% 17.6% 7 57.14%
MFG
6345
Mosaic Financial Group
Illinois
$141M +$1.61M +1% 6.34% 137 17.52%
ACM
6346
Ategra Capital Management
Virginia
$141M +$21.5M +18% 14.6% 91.1% 27 29.63%
AA
6347
Atmos Advisory
Pennsylvania
$141M +$12.9M +10% 6.25% 30.2% 20 0%
MWM
6348
Magnolia Wealth Management
Alabama
$141M +$8.2M +6% 6.05% 45.4% 13 15.38%
HPCM
6349
Hein Park Capital Management
New York
$141M +$12.7M +10% 15.5% 83.7% 3 0%
SC
6350
Schubert & Co
Texas
$141M +$23.2M +20% 14% 45.4% 67 53.73%