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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
BFA
6401
Brown Financial Advisory
Alabama
$141M +$11.3M +9% 7.67% 66.3% 37 16.22%
RLWM
6402
RF&L Wealth Management
Massachusetts
$141M +$9.88M +8% 6.37% 69.9% 59 6.78%
AWP
6403
Avid Wealth Partners
Texas
$141M +$12.6M +10% 4.68% 46 21.74%
CV
6404
Counterweight Ventures
North Carolina
$141M +$8.86M +7% 5.78% 70 10%
LG
6405
LAM Group
Oregon
$141M +$22.6M +19% 8.11% 54.3% 133 2.26%
F4L
6406
Fortune 45 LLC
Louisiana
$141M +$10.1M +8% 4.6% 78.9% 27 18.52%
SRSA
6407
S.R. Schill & Associates
Washington
$141M -$87.1M -38% 7.48% 36.7% 86 61.63%
BFS
6408
Burr Financial Services
California
$141M -$2.03M -1% 1.97% 30 13.33%
PP
6409
Pingora Partners
Wyoming
$141M -$51.4K -0% 12.6% 237 8.02%
RCP
6410
RPM Capital Partners
New York
$141M +$20.8M +17% 17.3% 1 0%
ALWM
6411
Andrews Lucia Wealth Management
California
$141M -$1.99M -1% 6.52% 59.7% 27 0%
LFS
6412
Leibman Financial Services
Nebraska
$141M +$6.22M +5% 4.85% 63 20.63%
HWMC
6413
Heritage Wealth Management (California)
California
$141M +$4.79M +4% 5.57% 130 10.77%
IIM
6414
InTrack Investment Management
Vermont
$141M +$479K +0.3% 5.64% 84.9% 134 12.69%
BMD
6415
Better Money Decisions
New Mexico
$141M +$8.07M +6% 5.49% 32.7% 67 7.46%
UOMF
6416
University of Maryland Foundation
Maryland
$141M +$47.1M +50% 6.63% 51.2% 7 14.29%
SCGM
6417
Starwood Capital Group Management
Florida
$141M +$101M +249% 11.5% 16.2% 7 57.14%
MFG
6418
Mosaic Financial Group
Illinois
$141M +$1.61M +1% 6.34% 137 17.52%
ACM
6419
Ategra Capital Management
Virginia
$141M +$21.5M +18% 14.6% 114% 27 29.63%
AA
6420
Atmos Advisory
Pennsylvania
$141M +$12.9M +10% 6.25% 30.2% 20 0%
MWM
6421
Magnolia Wealth Management
Alabama
$141M +$8.2M +6% 6.05% 45.4% 13 15.38%
HPCM
6422
Hein Park Capital Management
New York
$141M +$12.7M +10% 15.5% 122% 3 0%
SC
6423
Schubert & Co
Texas
$141M +$23.2M +20% 14% 47.3% 67 53.73%
TGM
6424
Tenzing Global Management
California
$141M -$15.7M -10% 12.7% 273% 24 45.83%
MPW
6425
MGO Private Wealth
California
$140M -$18.7M -12% 4.74% 51.5% 84 30.95%