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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
MFA
6801
McClarren Financial Advisors
Pennsylvania
$168M +$4.05M +2% 1.97% 55.3% 78 5.13%
WWWM
6802
White Wing Wealth Management
Texas
$168M +$6.45M +4% 1.98% 36 8.33%
BLWM
6803
Bucket List Wealth Management
Florida
$167M 2.45% 63
PSC
6804
Prentiss Smith & Co
Vermont
$167M -$9.72M -5% 4.51% 63.9% 70 10%
BCP
6805
Bluegrass Capital Partners
Florida
$167M +$14.6M +10% 1.33% 60.1% 11 9.09%
MWM
6806
Magnolia Wealth Management
Alabama
$167M +$5.71M +4% 0.87% 45.4% 15 6.67%
OBWA
6807
Oak Barrel Wealth Advisory
Virginia
$167M 3.37% 79
PMAM
6808
Penn Mutual Asset Management
Pennsylvania
$167M +$116M +225% 0.13% 28.7% 64 87.5%
CCP
6809
Crocodile Capital Partners
Germany
$167M +$44.4M +36% 17.6% 190% 16 31.25%
AWA
6810
Argo Wealth Advisory
Virginia
$167M 1.11% 52
PWA
6811
Primoris Wealth Advisors
Florida
$167M +$9.86M +6% 9.5% 182% 119 17.65%
TGM
6812
Tenzing Global Management
California
$167M -$14.6M -8% 8.77% 273% 27 55.56%
TDC
6813
Thompson Davis & Co
Virginia
$167M +$5.04M +3% 4.14% 188% 186 36.02%
CAIM
6814
Catherine Avery Investment Management
Florida
$167M +$11.7M +8% 4.04% 167 8.38%
IFS
6815
Integrated Financial Solutions
Virginia
$167M +$21.8M +15% 5.1% 36 33.33%
S
6816
SharpePoint
Arizona
$167M +$56M +51% 6.29% 86 53.49%
SFA
6817
Salus Financial Advisors
Colorado
$167M +$4.71M +3% 1.47% 35 8.57%
IW
6818
Instrumental Wealth
Florida
$167M +$24.2M +17% 2.02% 34.2% 82 25.61%
IPGDR
6819
Investidor Profissional Gestao de Recursos
Brazil
$167M -$54.3M -25% 2.48% 51.8% 25 24%
CWI
6820
Conscious Wealth Investments
Florida
$167M -$2.01M -1% 0.96% 61 8.2%
BCM
6821
Berbice Capital Management
New York
$167M +$4.26M +3% 2.27% 207 36.23%
PAM
6822
Pacific Asset Management
Washington
$167M +$19.3M +13% 2.69% 70 7.14%
SRB
6823
Shotwell Rutter Baer
Michigan
$167M +$11.6M +7% 1.92% 39 5.13%
PCC
6824
Perry Creek Capital
New York
$167M -$6.13M -4% 2.34% 51.2% 13 7.69%
PWAM
6825
Papamarkou Wellner Asset Management
New York
$166M +$4.69M +3% 5.21% 95 24.21%