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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
PWS
6651
Physician Wealth Solutions
Nevada
$119M +$18.9M +19% 3.87% 38 2.63%
CM
6652
CM Management
Florida
$119M -$5.38M -4% 3.82% 110% 80 23.75%
WFS
6653
Widmann Financial Services
Maryland
$119M +$8.01M +7% 7.26% 75.2% 99 8.08%
MFG
6654
Menard Financial Group
Texas
$119M +$38.3M +48% 15.9% 141% 112 48.21%
EFG
6655
Ehrlich Financial Group
California
$119M +$19M +19% 6.39% 111 26.13%
CSI
6656
Cross Staff Investments
New York
$119M +$5.86M +5% 7.6% 81.2% 123 8.94%
HA
6657
Hofer & Associates
California
$119M +$11M +10% 7.89% 54.2% 57 10.53%
OWP
6658
Old Well Partners
North Carolina
$119M +$5.49M +5% 8.4% 97.8% 44 27.27%
SWP
6659
Semus Wealth Partners
Florida
$119M -$3.32M -3% 7.17% 88.7% 140 17.14%
TF
6660
Tenon Financial
New Jersey
$118M 6.26% 38
PIM
6661
Pullen Investment Management
Florida
$118M 8.51% 97
NWM
6662
NRI Wealth Management
California
$118M +$18.2M +18% 15.7% 29 6.9%
ONST
6663
Old North State Trust
North Carolina
$118M 10.3% 132
RH
6664
RenaissanceRe Holdings
Bermuda
$118M +$13.1M +12% 12.9% 40.8% 3 0%
AC
6665
Amitell Capital
Singapore
$118M -$6.45M -5% 7.31% 196% 45 33.33%
SRA
6666
Secured Retirement Advisors
Minnesota
$118M +$13.9M +13% 8.39% 121 26.45%
SFS
6667
Starfox Financial Services
Texas
$118M +$9.82M +9% 6.6% 32 12.5%
PCGDR
6668
Pangea Capital Gestao de Recursos
$118M +$17.9M +18% 17.9% 54.4% 3 0%
SAM
6669
Steinberg Asset Management
New York
$118M +$4.61M +4% 6.65% 130% 47 14.89%
CCM
6670
Clearfield Capital Management
New York
$118M +$3.06M +3% 9.68% 421% 14 42.86%
MVA
6671
Mount Vernon Associates
Maryland
$118M +$15.9M +16% 11.8% 119% 54 5.56%
AF
6672
Aegis Financial
Virginia
$118M -$47.3M -29% 2.87% 266% 32 18.75%
MCM
6673
Magnolia Capital Management
New York
$118M +$8.16M +7% 8.35% 77.6% 69 1.45%
BWA
6674
BCU Wealth Advisors
Illinois
$118M +$25.7M +28% 6.67% 49 28.57%
IWA
6675
Invera Wealth Advisors
Oregon
$118M -$42.1M -26% 12% 95 37.89%