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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
FLP
6876
Financial Life Planners
Arizona
$149M +$25.9M +21% 11.2% 362 83.7%
GA
6877
Gordian Advisors
Arizona
$149M +$9.08M +6% 6% 49 6.12%
VBCG
6878
Valley Brook Capital Group
Pennsylvania
$149M +$15.2M +11% 9.49% 106% 124 7.26%
MFG
6879
Menard Financial Group
Texas
$149M -$19.6M -12% 10.1% 141% 99 23.23%
JWM
6880
JP Wealth Management
South Carolina
$149M +$15M +11% 7.53% 17 23.53%
CA
6881
Cannon Advisors
North Carolina
$149M +$24.4M +20% 11.7% 86 23.26%
NA
6882
Nautilus Advisors
California
$149M +$12.2M +9% 7.25% 176 9.66%
PIA
6883
Prakash Investment Advisors
Massachusetts
$149M +$59M +66% 18.2% 84 40.48%
TTIC
6884
Tower Trust & Investment Company
Iowa
$149M +$7.83M +6% 8.88% 199 7.54%
MBAM
6885
Mink Brook Asset Management
Florida
$148M +$33.2M +29% 11.8% 52 34.62%
DWA
6886
Delos Wealth Advisors
Texas
$148M +$20M +16% 8.3% 58% 323 27.86%
TM
6887
TFJ Management
Massachusetts
$148M +$20.3M +16% 28.4% 13 30.77%
FH
6888
Financial Harvest
Florida
$148M +$14.6M +11% 7.18% 60 11.67%
SFG
6889
Synergy Financial Group
California
$148M +$12.5M +9% 9.26% 133% 117 5.98%
BFM
6890
Broadview Financial Management
Wisconsin
$148M +$1.08M +0.7% 6.25% 52.4% 41 2.44%
NSG
6891
Nalls Sherbakoff Group
Tennessee
$148M +$10.8M +8% 7.93% 438 5.25%
PWM
6892
Pinnacle Wealth Management
California
$148M +$28.6M +24% 14.1% 194% 47 38.3%
OC
6893
Oppenheimer & Close
New York
$148M +$17.5M +13% 23.6% 149% 60 21.67%
FPWM
6894
Five Pine Wealth Management
Idaho
$148M +$12.8M +9% 5.14% 42 4.76%
BRF
6895
B. Riley Financial
California
$148M +$58.9M +66% 112% 682% 46 65.22%
ECM
6896
Empirical Capital Management
Tennessee
$148M -$13.6M -8% 13.2% 15 26.67%
IWM
6897
IMG Wealth Management
Florida
$148M +$18.8M +15% 6.4% 567 17.46%
TCTWM
6898
Three Cord True Wealth Management
Pennsylvania
$148M +$13.8M +10% 7.28% 33 18.18%
AIA
6899
Affinity Investment Advisors
California
$148M +$15.6M +12% 13.2% 189% 142 7.75%
SMWM
6900
Silvia McColl Wealth Management
California
$148M +$10.1M +7% 9.35% 76.1% 118 2.54%