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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
MWM
6451
Melfa Wealth Management
Massachusetts
$174M +$2.95M +2% 207
YWM
6452
Yukon Wealth Management
Kansas
$174M -$132M -43% 135
DWM
6453
Defined Wealth Management
Oregon
$173M +$1.26M +0.7% 110
OAS
6454
Optivise Advisory Services
Tennessee
$173M +$5.34M +3% 231
TA
6455
Tiptree Advisors
New York
$173M +$13.5M +8% 27
TWM
6456
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 19
WSA
6457
Wealth Science Advisors
Georgia
$173M 71
SBCM
6458
Silverberg Bernstein Capital Management
New York
$173M +$8.38M +5% 67
HM
6459
Heronetta Management
New York
$173M -$9.66M -5% 25
FI
6460
Finivi Inc
Massachusetts
$173M +$15.9M +10% 104
MSRI
6461
Michael S. Ryan Inc
New York
$173M +$5.3M +3% 58
WF
6462
Williams Financial
Vermont
$173M +$75.9M +78% 31
BCM
6463
Brookmont Capital Management
Texas
$173M -$7.05M -4% 59
LIM
6464
Lagoda Investment Management
New York
$173M -$4.05M -2% 26
TC
6465
Tacita Capital
Ontario, Canada
$173M +$7.14M +4% 222
AA
6466
Atmos Advisory
Pennsylvania
$173M +$8.44M +5% 21
LWP
6467
LeClair Wealth Partners
Ohio
$172M +$11.9M +7% 115
SH
6468
SeaTown Holdings
Singapore
$172M -$1.09M -0.6% 21
TFA
6469
Tranquilli Financial Advisor
New Jersey
$172M +$3.08M +2% 136
PVAMC
6470
PPS&V Asset Management Consultants
Michigan
$172M -$954K -0.6% 43
AFS
6471
Anderson Financial Strategies
Ohio
$172M +$3.42M +2% 40
MPIM
6472
McGinn Penninger Investment Management
Virginia
$172M +$1.65M +1% 36
TWCA
6473
Two West Capital Advisors
Kansas
$172M +$6.45M +4% 101
FA
6474
Financial Alternatives
California
$172M +$6.88M +4% 89
AWA
6475
AmeriServ Wealth Advisors
Pennsylvania
$172M -$25.9M -13% 61