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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
LWM
6651
Lionsbridge Wealth Management
Florida
$127M +$1.73M +1% 6.57% 66% 82 47.56%
DCM
6652
Davis Capital Management
Florida
$126M +$11.3M +10% 8.26% 348 12.64%
APS
6653
American Planning Services
Florida
$126M -$15.7M -11% 4.4% 23.8% 54 5.56%
IA
6654
IFS Advisors
Kansas
$126M +$7.71M +6% 5.17% 48.3% 159 1.89%
MCWA
6655
Meadow Creek Wealth Advisors
Georgia
$126M +$20.4M +19% 7.16% 135 15.56%
TFM
6656
Trademark Financial Management
Minnesota
$126M +$3.27M +3% 5.31% 102 24.51%
MVA
6657
Mount Vernon Associates
Maryland
$126M +$13.2M +12% 6.17% 119% 56 10.71%
GSP
6658
Grafton Street Partners
Florida
$126M +$6.68M +6% 8.17% 13 7.69%
SLFPAM
6659
St. Louis Financial Planners Asset Management
Missouri
$126M +$9.65M +8% 4.77% 136% 44 45.45%
DWA
6660
Dougherty Wealth Advisers
Minnesota
$126M +$11.4M +10% 7.33% 67.5% 113 6.19%
UPS
6661
UHLMANN PRICE SECURITIES
Illinois
$126M 6.19% 180
MCM
6662
Magnolia Capital Management
New York
$126M +$6.6M +6% 5.73% 77.6% 71 2.82%
NFA
6663
Northwest Financial Advisors
Virginia
$126M +$27.3M +28% 6.18% 570 84.21%
AAG
6664
Accordant Advisory Group
Maryland
$126M +$19.9M +19% 8.15% 167 28.14%
LFA
6665
Laraway Financial Advisors
Minnesota
$125M +$8.34M +7% 6.55% 92.3% 116 4.31%
CP
6666
Catalys Pacific
Japan
$125M -$7.1M -5% 14.9% 3 0%
RCM
6667
Ridgepath Capital Management
Tennessee
$125M +$23.5M +23% 7.82% 48 18.75%
GA
6668
Gordian Advisors
Arizona
$125M +$21.6M +21% 5.65% 41 36.59%
BPFA
6669
Barnes Pettey Financial Advisors
Mississippi
$125M +$9.11M +8% 6.91% 79.7% 103 9.71%
CM
6670
CM Management
Florida
$125M +$16.3M +15% 13.6% 110% 71 21.13%
RAM
6671
Revere Asset Management
Texas
$125M +$24.7M +25% 11.7% 32 71.88%
DM
6672
Diker Management
New York
$125M +$7.27M +6% 10.4% 210% 45 26.67%
ADBIC
6673
A.D. Beadell Investment Counsel
Wisconsin
$125M +$5.62M +5% 6.88% 74.9% 89 11.24%
OC
6674
Opinicus Capital
Florida
$125M +$6.47M +5% 5.36% 100 5%
CCM
6675
Crew Capital Management
Ohio
$125M +$121K +0.1% 7.03% 104% 139 23.02%