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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
HFS
6801
Hoge Financial Services
Pennsylvania
$137M +$3.77M +3% 0.76% 61 19.67%
MCM
6802
MidAtlantic Capital Management
Virginia
$137M -$387K -0.3% 0.49% 249 5.22%
UL
6803
Unionview LLC
Washington
$136M +$7.96M +6% 0.43% 21.2% 97 8.25%
DWM
6804
Daner Wealth Management
Georgia
$136M 0.83% 56
MGW
6805
MB Generational Wealth
Washington
$136M -$2.57M -2% 1.64% 60 21.67%
GP
6806
Gallo Partners
New Jersey
$136M 1.21% 69
JWM
6807
JP Wealth Management
South Carolina
$136M 0.29% 16
WDC
6808
Woodward Diversified Capital
California
$136M -$21.5M -14% 3.27% 107% 169 27.22%
CCM
6809
Crestwood Capital Management
New York
$136M +$6.39M +5% 42.3% 203% 17 17.65%
WA
6810
WESPAC Advisors
California
$136M +$773K +0.6% 4.97% 112% 187 34.22%
GIM
6811
Goodlander Investment Management
Texas
$136M 15% 10
SWM
6812
Stark Wealth Management
Pennsylvania
$136M 0.97% 88
VWWMG
6813
Vermillion & White Wealth Management Group
Pennsylvania
$136M +$519K +0.4% 1.77% 409 19.07%
CC
6814
Citrine Capital
California
$136M 6.02% 36
NCG
6815
Newport Capital Group
New Jersey
$136M +$4.16K +0% 0.71% 60 15%
HI
6816
Harper Investing
California
$136M -$16.9M -11% 3.18% 53.4% 49 8.16%
TWM
6817
Trevian Wealth Management
Massachusetts
$136M +$13.6M +11% 3.85% 94.1% 30 3.33%
CAM
6818
Clio Asset Management
Virginia
$136M -$6.92M -5% 2.11% 70% 17 23.53%
SAM
6819
Steinberg Asset Management
New York
$136M +$4.63M +4% 6.6% 130% 43 9.3%
NBT
6820
Northwest Bank & Trust
Iowa
$135M +$4.03M +3% 2.39% 202 1.98%
RCM
6821
RMR Capital Management
California
$135M +$13.6M +11% 0.34% 80 12.5%
KOMWMG
6822
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$135M +$15.5M +13% 1.37% 60.2% 81 9.88%
OIM
6823
Opus Investment Management
Massachusetts
$135M -$6.99M -5% 3.04% 52.8% 30 3.33%
AH
6824
Addis & Hill
Pennsylvania
$135M +$4.73M +4% 0.68% 28 17.86%
MIM
6825
Meixler Investment Management
Arizona
$135M -$336K -0.2% 0.73% 66.2% 130 31.54%