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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
FCM
6501
Fire Capital Management
California
$157M +$21.5M +16% 16.2% 97 12.37%
WMA
6502
William Mack & Associates
Michigan
$157M +$40.6M +35% 8.57% 81 17.28%
MSRI
6503
Michael S. Ryan Inc
New York
$157M +$14.4M +10% 9.37% 60.4% 48 6.25%
CA
6504
Carson Advisory
Georgia
$157M +$8.87M +6% 6.01% 68.6% 176 9.66%
RFA
6505
ROI Financial Advisors
Oregon
$157M +$19.7M +14% 15.3% 73 19.18%
TCM
6506
Thoma Capital Management
Maryland
$157M +$14.1M +10% 10.3% 60 5%
KFGG
6507
Keystone Financial Group (Georgia)
Georgia
$157M +$15M +11% 4.31% 161 11.18%
AA
6508
Atmos Advisory
Pennsylvania
$157M +$7.86M +5% 5.03% 30.2% 20 0%
LP
6509
LB Partners
Virginia
$157M +$17.7M +13% 19% 25 20%
EWA
6510
Emergent Wealth Advisors
New York
$157M +$18.5M +13% 9.05% 120 14.17%
CWI
6511
Conscious Wealth Investments
Florida
$157M +$12.6M +9% 11.3% 55 3.64%
AFS
6512
AFG Fiduciary Services
Massachusetts
$156M +$19.9M +15% 8.36% 61.9% 91 26.37%
RIM
6513
Ryan Investment Management
Colorado
$156M 9.27% 52
PIM
6514
Peregrine Investment Management
Ontario, Canada
$156M +$22.5M +17% 25.3% 24 25%
CNWM
6515
Clay Northam Wealth Management
California
$156M +$13.5M +9% 12% 107% 95 8.42%
AFS
6516
Anderson Financial Strategies
Ohio
$156M -$7.14M -4% 6.37% 241 85.06%
PPG
6517
Peak Planning Group
Colorado
$156M -$81.5M -34% 9.87% 105% 132 39.39%
AC
6518
Attessa Capital
Arizona
$156M +$3.36M +2% 9.52% 41 17.07%
MPW
6519
MGO Private Wealth
California
$156M +$14.4M +10% 8.07% 51.5% 65 21.54%
LTL
6520
Lowery Thomas LLC
California
$156M +$10M +7% 11.6% 74.7% 57 10.53%
MRCM
6521
Mill Road Capital Management
Connecticut
$156M -$20.1M -11% 12.2% 85.1% 29 37.93%
FA
6522
Fortis Advisors
Pennsylvania
$156M +$2.72M +2% 7.24% 72.8% 121 11.57%
NLWP
6523
Next Level Wealth Planning
Idaho
$156M +$24.1M +18% 10% 58 22.41%
TIM
6524
Tevis Investment Management
Texas
$156M +$21.4M +16% 5.99% 58.7% 112 21.43%
SPWG
6525
Sage Private Wealth Group
Illinois
$156M +$24M +18% 7.61% 67.4% 102 29.41%