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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 Avg Holding
Period (Yrs)
PIM
6651
Profit Investment Management
Maryland
$127M -$32.7M -20% 9.69% 101% 86 11.63% 6.2
SPWG
6652
Sage Private Wealth Group
Illinois
$127M +$8.18M +7% 5.5% 67.4% 93 8.6% 1.7
SR
6653
Summer Road
Florida
$127M +$23.6M +23% 27% 130% 32 28.13% 0.5
SA
6654
Sage Advisors
Colorado
$127M +$3.94M +3% 3.61% – 27 14.81% 0.6
MWA
6655
Merkkuri Wealth Advisors
New York
$127M +$18M +17% 5.05% – 83 4.82% 0.2
LWM
6656
Lionsbridge Wealth Management
Florida
$127M +$1.73M +1% 6.57% 66% 82 47.56% 1.2
DCM
6657
Davis Capital Management
Florida
$126M +$11.3M +10% 8.26% – 348 12.64% 2.7
APS
6658
American Planning Services
Florida
$126M -$15.7M -11% 4.4% 23.8% 54 5.56% 1.3
IA
6659
IFS Advisors
Kansas
$126M +$7.71M +6% 5.17% 54.2% 159 1.89% 2.2
MCWA
6660
Meadow Creek Wealth Advisors
Georgia
$126M +$20.4M +19% 7.16% – 135 15.56% 2.5
TFM
6661
Trademark Financial Management
Minnesota
$126M +$3.27M +3% 5.31% – 102 24.51% 0.6
MVA
6662
Mount Vernon Associates
Maryland
$126M +$13.2M +12% 6.17% 119% 56 10.71% 7.3
GSP
6663
Grafton Street Partners
Florida
$126M +$6.68M +6% 8.17% – 13 7.69% 0.7
SLFPAM
6664
St. Louis Financial Planners Asset Management
Missouri
$126M +$9.65M +8% 4.77% 136% 44 45.45% 0.7
DWA
6665
Dougherty Wealth Advisers
Minnesota
$126M +$11.4M +10% 7.33% 67.5% 113 6.19% 4.8
UPS
6666
UHLMANN PRICE SECURITIES
Illinois
$126M – – 6.19% – 180 – 0
MCM
6667
Magnolia Capital Management
New York
$126M +$6.6M +6% 5.73% 85.9% 71 2.82% 3.4
NFA
6668
Northwest Financial Advisors
Virginia
$126M +$27.3M +28% 6.18% – 570 84.21% 0.1
AAG
6669
Accordant Advisory Group
Maryland
$126M +$19.9M +19% 8.15% – 167 28.14% 0.4
LFA
6670
Laraway Financial Advisors
Minnesota
$125M +$8.34M +7% 6.55% 92.3% 116 4.31% 2.4
CP
6671
Catalys Pacific
Japan
$125M -$7.1M -5% 14.9% – 3 0% 0.8
RCM
6672
Ridgepath Capital Management
Tennessee
$125M +$23.5M +23% 7.82% – 48 18.75% 0.6
GA
6673
Gordian Advisors
Arizona
$125M +$21.6M +21% 5.65% – 41 36.59% 0.4
BPFA
6674
Barnes Pettey Financial Advisors
Mississippi
$125M +$9.11M +8% 6.91% 79.7% 103 9.71% 2
CM
6675
CM Management
Florida
$125M +$16.3M +15% 13.6% 110% 71 21.13% 1.9