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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
MGWA
6351
Monument Group Wealth Advisors
Massachusetts
$180M -$3.25M -2% 0.75% 54 25.93%
KCM
6352
Knoll Capital Management
Florida
$180M -$37.8M -17% 0.86% 269% 41 29.27%
FBC
6353
Fairfield, Bush & Co
Connecticut
$180M -$9.43M -5% 0.88% 112% 124 11.29%
CCG
6354
Coastwise Capital Group
California
$180M -$20.1M -10% 0.71% 88.8% 236 50%
AG
6355
Amiral Gestion
France
$180M -$92M -34% 12.9% 28 46.43%
TCTWM
6356
Three Cord True Wealth Management
Pennsylvania
$180M +$8.03M +5% 0.05% 42 14.29%
PCA
6357
Prospect Capital Advisors
California
$180M -$14.1M -7% 1.48% 136% 29 10.34%
FCMA
6358
Foresight Capital Management Advisors
Michigan
$180M -$4.97M -3% 2.65% 113 32.74%
V
6359
ViaWealth
Kansas
$180M +$1.84M +1% 0.06% 77.2% 168 14.88%
RVM
6360
Robinson Value Management
Texas
$180M -$5.3M -3% 0.92% 70.8% 79 13.92%
FD
6361
Financial Designs
California
$180M +$3.08M +2% 1.41% 42.1% 41 46.34%
MA
6362
McBroom & Associates
Nevada
$180M -$26.2M -13% 1.17% 133% 38 5.26%
CWI
6363
Conscious Wealth Investments
Florida
$180M +$12.9M +8% 1.09% 69 28.99%
BMCM
6364
Black Maple Capital Management
Wisconsin
$179M +$36.6M +26% 7.92% 29.7% 126 53.97%
MBAM
6365
Mink Brook Asset Management
Florida
$179M +$21M +13% 3.78% 58 31.03%
GL
6366
Gerber LLC
Ohio
$179M -$165K -0.1% 4.04% 93 11.83%
SMP
6367
Santa Monica Partners
Florida
$179M +$14.2M +9% 26.6% 135% 13 0%
PAM
6368
Pacific Asset Management
Washington
$179M +$12.5M +8% 0.03% 73 8.22%
EV
6369
EJMK Ventures
Illinois
$179M +$16.5M +10% 0.44% 194 23.71%
SWP
6370
Semus Wealth Partners
Florida
$179M -$6.65M -4% 5.51% 88.7% 120 15%
DJYG
6371
David J. Yvars Group
Florida
$179M -$8.97M -5% 3.49% 125% 102 17.65%
WAM
6372
Waterfall Asset Management
New York
$179M -$7.03M -4% 4.88% 23 34.78%
LHWM
6373
Lake Hills Wealth Management
Texas
$179M -$12.8M -7% 7.22% 78.8% 82 53.66%
SFC
6374
Swisher Financial Concepts
Ohio
$179M +$2.6M +1% 0.94% 106 12.26%
BWM
6375
Base Wealth Management
Florida
$179M -$7.07M -4% 2% 66 18.18%