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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
HG
6801
Herbst Group
Connecticut
$183M +$21.5M +13% 23% 139% 73 30.14%
MCA
6802
Millennium Capital Advisors
Arkansas
$183M +$21M +13% 16.6% 114% 148 17.57%
AWF
6803
Alpha Wealth Funds
Utah
$183M +$34.2M +23% 4.86% 78 66.67%
BWM
6804
BCO Wealth Management
New Mexico
$183M +$16.9M +10% 8.43% 46 10.87%
MCA
6805
McGuire Capital Advisors
Oklahoma
$183M +$27.1M +17% 31% 994 21.13%
CIA
6806
Cascade Investment Advisors
Oregon
$183M +$14.4M +9% 14.4% 71.4% 121 10.74%
CJ
6807
Caitlin John
Michigan
$183M +$16.5M +10% 15.3% 1,074 19.83%
CCM
6808
Crew Capital Management
Ohio
$183M +$32.3M +21% 26.6% 104% 127 25.98%
OIM
6809
Opus Investment Management
Massachusetts
$183M +$15.4M +9% 7.28% 52.8% 32 9.38%
BWM
6810
BNB Wealth Management
Maryland
$183M +$27.2M +17% 24.2% 100 16%
TIM
6811
Tevis Investment Management
Texas
$183M +$7.18M +4% 7.8% 58.7% 110 15.45%
CWMS
6812
Cannon Wealth Management Services
North Carolina
$183M +$34.9M +24% 11.6% 101 17.82%
TCGDR
6813
TB Capital Gestao de Recursos
$183M +$19.2M +12% 2.61% 21 28.57%
XAU
6814
XP Advisory US
Florida
$183M 15.9% 81
DWA
6815
Dougherty Wealth Advisers
Minnesota
$183M +$24.9M +16% 13.7% 67.5% 115 12.17%
CFG
6816
Certior Financial Group
Pennsylvania
$183M +$25.5M +16% 9.89% 156 23.08%
BCM
6817
BluePath Capital Management
Georgia
$182M +$37.6M +26% 30.4% 101% 129 15.5%
MW
6818
Members Wealth
Pennsylvania
$182M +$15M +9% 10.5% 126 15.08%
DRC
6819
Darwins River Capital
New York
$182M -$4.46M -2% 3.67% 55 83.64%
SIM
6820
Sterling Investment Management
Arizona
$182M +$15.6M +9% 2.23% 44.1% 72 18.06%
LAM
6821
Lakewood Asset Management
Illinois
$182M +$25.8M +17% 10% 65.3% 111 7.21%
TA
6822
TPG Advisors
Illinois
$182M +$21.8M +14% 10.1% 117 8.55%
PSC
6823
Prentiss Smith & Co
Vermont
$182M +$9.98M +6% 13% 63.9% 69 8.7%
MPW
6824
Magnolia Private Wealth
Pennsylvania
$182M +$32.1M +21% 10.2% 166 27.11%
SRB
6825
Shotwell Rutter Baer
Michigan
$182M +$11.9M +7% 8.2% 38 0%