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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
EI
6801
EDMP Inc
Florida
$110M -$9.4M -8% 0.99% 71.6% 80 6.25%
VM
6802
Valinor Management
New York
$110M +$30M +37% 39.8% 12.8% 1 0%
MWM
6803
Moulton Wealth Management
Washington
$110M +$15M +16% 1.1% 47.1% 34 41.18%
ASFA
6804
All Season Financial Advisors
Colorado
$110M -$10.4M -9% 0.5% 33.8% 121 43.8%
LPP
6805
Life Planning Partners
Florida
$110M +$9.76M +10% 0.62% 64 7.81%
LCM
6806
LDR Capital Management
New York
$110M -$38.8M -26% 1.22% 38.9% 42 11.9%
AIA
6807
Arrow Investment Advisors
Maryland
$110M -$7.41M -6% 0.72% 36.3% 66 50%
SCM
6808
Stonepine Capital Management
Oregon
$110M -$16.5M -13% 7.28% 231% 31 54.84%
RCM
6809
RMR Capital Management
California
$110M +$264K +0.2% 0.88% 73 12.33%
LAS
6810
Legacy Advisory Services
Pennsylvania
$109M +$3.79M +4% 3.85% 48 2.08%
GIM
6811
Greenwich Investment Management
Connecticut
$109M -$17.9M -14% 1.77% 39 12.82%
ACMA
6812
Arbor Capital Management (Alaska)
Alaska
$109M +$3.82M +4% 1.63% 62.7% 112 11.61%
CWR
6813
Chico Wealth RIA
California
$109M +$3.4M +3% 1.51% 74.7% 30 10%
CM
6814
CM Management
Florida
$109M -$10.1M -8% 6.85% 110% 73 19.18%
KGC
6815
Kennon-Green & Company
Ohio
$109M +$1.64M +2% 0.97% 43.3% 45 6.67%
MWA
6816
Merkkuri Wealth Advisors
New York
$109M 1.67% 79
GF
6817
GGM Financials
Ohio
$109M 0.27% 52
IDP
6818
In-Depth Partners
Florida
$109M -$18.7M -15% 5.06% 157% 13 7.69%
LF
6819
LifePlan Financial
Minnesota
$109M -$559K -0.5% 0.34% 98 12.24%
RW
6820
Rede Wealth
Virginia
$109M -$130M -54% 3.84% 80.9% 101 10.89%
AM
6821
Ampfield Management
New York
$109M -$36M -25% 11.9% 56.9% 5 0%
FF
6822
Fox Financial
Pennsylvania
$108M -$1.95M -2% 2.6% 14 7.14%
LA
6823
LPF Advisors
Florida
$108M +$8.61M +9% 0.74% 37 21.62%
RAS
6824
RPS Advisory Solutions
Kentucky
$108M 7.35% 82
HA
6825
HC Advisors
Georgia
$108M -$101M -48% 2.75% 63.5% 92 46.74%