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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
MHFA
6526
Mission Hills Financial Advisory
California
$144M +$15.2M +12% 0.73% 38 13.16%
LAS
6527
LWM Advisory Services
Florida
$144M +$167K +0.1% 0.76% 64.9% 101 10.89%
LAM
6528
Lummis Asset Management
Texas
$144M +$65.1M +82% 0.67% 174 22.41%
CWI
6529
Conscious Wealth Investments
Florida
$144M -$3.51M -2% 5.73% 60 30%
SRA
6530
Summit Rock Advisors
New York
$144M -$151M -51% 9.3% 6 66.67%
SAM
6531
Strive Asset Management
Ohio
$144M +$10.5M +8% 3.59% 125 17.6%
CCA
6532
Cypress Capital Advisors
Tennessee
$144M +$16.1M +13% 0.59% 76 22.37%
CIA
6533
Christian Investment Advisors
Texas
$144M +$5.57M +4% 0.14% 12 0%
DEM
6534
Disciplined Equity Management
Florida
$144M -$10.5M -7% 2.04% 67.6% 61 8.2%
TFG
6535
Taylor Financial Group
Virginia
$144M -$599K -0.4% 2% 103 12.62%
CWM
6536
Comprehensive Wealth Management
Washington
$144M +$10M +7% 1.23% 36.9% 35 20%
FD
6537
Financial Designs
California
$144M -$8.21M -5% 1.02% 42.1% 22 18.18%
PRRFG
6538
Paul R. Ried Financial Group
Washington
$144M +$990K +0.7% 1.2% 31 9.68%
PWAM
6539
Papamarkou Wellner Asset Management
New York
$144M -$1.64M -1% 1.02% 89 21.35%
SWP
6540
Semus Wealth Partners
Florida
$144M -$7.49M -5% 6.25% 88.7% 124 17.74%
GMFG
6541
Greater Midwest Financial Group
Minnesota
$143M -$14.5M -9% 6.39% 60 16.67%
PWMG
6542
Pinnacle Wealth Management Group
Michigan
$143M -$17.2M -11% 1.55% 55.7% 126 24.6%
SIM
6543
SummerHaven Investment Management
Connecticut
$143M -$18.9M -12% 9.21% 143% 198 2.02%
IVLAV
6544
Index Venture Life Associates VI
Jersey
$143M -$23.8M -14% 14.1% 2 50%
AH
6545
Addis & Hill
Pennsylvania
$143M +$7.98M +6% 1.6% 28 17.86%
GC
6546
Gould Capital
Washington
$143M -$610K -0.4% 0.85% 60.1% 225 9.33%
WF
6547
Williams Financial
Vermont
$143M -$17.5M -11% 0.35% 28.5% 26 73.08%
SIA
6548
Stegner Investment Associates
Kentucky
$143M -$8.07M -5% 5.74% 75.3% 27 3.7%
HIMS
6549
Hager Investment Management Services
New Hampshire
$143M -$17.2M -11% 5.63% 320 15.31%
HFS
6550
Hoge Financial Services
Pennsylvania
$143M +$6.46M +5% 1.06% 63 19.05%