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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
RLWM
6576
RF&L Wealth Management
Massachusetts
$178M +$8.06M +5% 2.44% 69.9% 63 6.35%
TMWM
6577
Taylor & Morgan Wealth Management
Michigan
$178M +$15.6M +10% 2.28% 75.5% 85 18.82%
MAG
6578
Meadowbrook Advisors Group
New Jersey
$178M 2.56% 132
IIL
6579
Insight Inv LLC
California
$178M +$8.06M +5% 4.43% 136% 116 6.9%
PI
6580
Pettee Investors
Connecticut
$178M -$3.38M -2% 2.91% 96.1% 114 7.89%
CV
6581
Counterweight Ventures
North Carolina
$178M +$7.27M +4% 3.3% 80 1.25%
VOMP
6582
Vision One Management Partners
Florida
$178M +$19.3M +12% 2.31% 12 25%
CC
6583
Corsicana & Co
Texas
$178M +$149K +0.1% 1.13% 263 2.28%
BI
6584
Beckerman Institutional
New Jersey
$178M +$8.22M +5% 3.07% 118 5.08%
VFG
6585
Valley Financial Group
Pennsylvania
$178M +$1.65M +0.9% 2.03% 70 18.57%
DCM
6586
Delta Capital Management
New Jersey
$178M -$15.4M -8% 5.28% 125% 105 9.52%
WC
6587
Wynnefield Capital
New York
$178M +$11.5M +7% 16.2% 52.1% 15 20%
V
6588
ViaWealth
Kansas
$178M -$5.28M -3% 1.4% 77.2% 163 9.82%
EWA
6589
Emergent Wealth Advisors
New York
$178M +$5.27M +3% 1.88% 139 14.39%
IWAO
6590
Independence Wealth Advisors (Ohio)
Ohio
$178M 1.8% 83
ECP
6591
Electric Capital Partners
California
$178M 41.6% 8
AIM
6592
Atlantic Investment Management
New York
$178M +$3.49M +2% 11.8% 28.8% 15 60%
MIM
6593
Monashee Investment Management
Massachusetts
$177M -$23.1M -12% 46.4% 520% 88 86.36%
BA
6594
Ballew Advisors
Mississippi
$177M -$1.74M -1% 0.8% 62.3% 130 13.85%
AI
6595
Arrien Investments
Idaho
$177M +$6.36M +4% 1.42% 42.7% 46 13.04%
MWP
6596
Meriwether Wealth & Planning
Louisiana
$177M +$4.71M +3% 2.19% 135 14.81%
ANHIM
6597
Alan N. Hoffman Investment Management
Massachusetts
$177M -$51.8M -23% 5.84% 76.8% 15 0%
GWAM
6598
Guardian Wealth Advisors (Minnesota)
Minnesota
$177M +$882K +0.5% 2.38% 57.3% 75 8%
PWM
6599
PTM Wealth Management
United States
$177M +$9.66M +6% 1.68% 56 3.57%
BWA
6600
Babb Wealth Advisors
Arizona
$177M +$23.3M +15% 1.85% 21 23.81%