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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
MIM
6376
Meixler Investment Management
Arizona
$145M +$9.37M +7% 5.45% 72.1% 125 17.6%
AIM
6377
Archer Investment Management
Texas
$145M -$17.9M -11% 0.19% 65 23.08%
WAG
6378
Wallace Advisory Group
California
$144M -$195K -0.1% 1.6% 43.5% 201 16.42%
LKBC
6379
L.K. Benson & Company
Maryland
$144M +$2.52M +2% 3.45% 100 7%
KWA
6380
Kellett Wealth Advisors
Ohio
$144M -$1.13M -0.8% 2.9% 68.1% 78 14.1%
CFSG
6381
Clark Financial Services Group
Missouri
$144M +$13.6M +10% 3.93% 102% 103 29.13%
AC
6382
Amitell Capital
Singapore
$144M +$21.1M +17% 4.12% 180% 57 47.37%
MGWA
6383
Monument Group Wealth Advisors
Massachusetts
$144M +$3.01M +2% 1.09% 54 14.81%
MAM
6384
MWA Asset Management
Massachusetts
$144M -$6.18M -4% 3.71% 129 11.63%
GGA
6385
Granite Group Advisors
Connecticut
$144M -$12.8M -8% 5.41% 84 15.48%
MHFA
6386
Mission Hills Financial Advisory
California
$144M +$15.2M +12% 0.73% 38 13.16%
LAS
6387
LWM Advisory Services
Florida
$144M +$167K +0.1% 0.76% 58.8% 101 10.89%
LAM
6388
Lummis Asset Management
Texas
$144M +$65.1M +82% 0.67% 174 22.41%
CWI
6389
Conscious Wealth Investments
Florida
$144M -$3.51M -2% 5.73% 60 30%
SRA
6390
Summit Rock Advisors
New York
$144M -$151M -51% 9.3% 6 66.67%
SAM
6391
Strive Asset Management
Ohio
$144M +$10.5M +8% 3.59% 125 17.6%
CCA
6392
Cypress Capital Advisors
Tennessee
$144M +$16.1M +13% 0.59% 76 22.37%
CIA
6393
Christian Investment Advisors
Texas
$144M +$5.57M +4% 0.14% 12 0%
DEM
6394
Disciplined Equity Management
Florida
$144M -$10.5M -7% 2.04% 56.1% 61 8.2%
TFG
6395
Taylor Financial Group
Virginia
$144M -$599K -0.4% 2% 103 12.62%
CWM
6396
Comprehensive Wealth Management
Washington
$144M +$10M +7% 1.23% 24% 35 20%
FD
6397
Financial Designs
California
$144M -$8.21M -5% 1.02% 42.1% 22 18.18%
PRRFG
6398
Paul R. Ried Financial Group
Washington
$144M +$990K +0.7% 1.2% 31 9.68%
PWAM
6399
Papamarkou Wellner Asset Management
New York
$144M -$1.64M -1% 1.02% 89 21.35%
SWP
6400
Semus Wealth Partners
Florida
$144M -$7.49M -5% 6.25% 79.2% 124 17.74%