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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
SFC
6551
Swisher Financial Concepts
Ohio
$155M +$33.9M +28% 8.19% 97 24.74%
MC
6552
MSD Capital
New York
$155M -$22.8M -13% 10.2% 11.5% 3 0%
PTCG
6553
Pring Turner Capital Group
California
$155M -$6.42M -4% 8.17% 70.8% 71 12.68%
MWM
6554
Momentous Wealth Management
Washington
$155M +$13.5M +10% 7.18% 50 10%
ANC
6555
Ames National Corp
Iowa
$155M +$5.64M +4% 6.12% 67 10.45%
SPAS
6556
Spectrum Planning & Advisory Services
California
$155M +$34.5M +29% 8.42% 98 37.76%
CMU
6557
Carnegie Mellon University
Pennsylvania
$155M +$25.6M +20% 28.9% 61.6% 6 16.67%
MF
6558
Meridian Financial
Massachusetts
$155M +$12M +8% 6.26% 52.8% 130 9.23%
KFO
6559
Kopp Family Office
Minnesota
$155M +$9.89M +7% 4.93% 34% 28 3.57%
CRFG
6560
Columbia River Financial Group
Washington
$155M +$4.91M +3% 6.89% 124 57.26%
OFM
6561
Omega Fund Management
Massachusetts
$154M -$15M -9% 6.68% 106% 13 0%
SCM
6562
Sarissa Capital Management
Connecticut
$154M -$321K -0.2% 11.7% 80% 7 0%
EFG
6563
Ehrlich Financial Group
California
$154M +$17.2M +13% 7.44% 121 25.62%
HDA
6564
Harold Davidson & Associates
California
$154M -$28.9M -16% 10.6% 65 13.85%
SWP
6565
Semus Wealth Partners
Florida
$154M +$10.7M +7% 10% 88.7% 120 10.83%
MIM
6566
Merrion Investment Management
New Jersey
$154M +$14.9M +11% 20.7% 166% 105 8.57%
PC
6567
Promus Capital
Illinois
$154M +$22.2M +17% 9.73% 339 18.88%
ALWM
6568
Andrews Lucia Wealth Management
California
$154M +$5.06M +3% 8.08% 59.7% 29 10.34%
VWWMG
6569
Vermillion & White Wealth Management Group
Pennsylvania
$154M +$15.7M +11% 8.43% 575 14.61%
GPP
6570
Great Point Partners
Connecticut
$154M -$35M -19% 21.9% 710% 37 43.24%
AGA
6571
Accuvest Global Advisors
Utah
$154M +$36.2M +31% 19.5% 130% 93 47.31%
MCA
6572
Martin Capital Advisors
Texas
$154M +$13.5M +10% 10.8% 117% 71 7.04%
BI
6573
Binnacle Investments
Iowa
$154M +$16.7M +12% 7.78% 867 20.07%
MFA
6574
McClarren Financial Advisors
Pennsylvania
$154M +$2.4M +2% 8.64% 55.3% 323 78.02%
CNFG
6575
Creegan & Nassoura Financial Group
New Hampshire
$154M +$3.59M +2% 7.68% 52.6% 77 3.9%