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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
MCM
6901
Moon Capital Management
New York
$132M -$7.55M -5% 5.7% 76.3% 26 61.54%
PWA
6902
Primoris Wealth Advisors
Florida
$131M -$6.26M -5% 2.97% 182% 111 26.13%
SWM
6903
Schwallier Wealth Management
Michigan
$131M -$8.33M -6% 1.79% 38 15.79%
SMAM
6904
Sugar Maple Asset Management
Wisconsin
$131M +$16.3M +14% 0.04% 479 87.47%
RWM
6905
Refined Wealth Management
Utah
$131M +$1.69M +1% 4.47% 76.8% 28 7.14%
CCA
6906
Cravens & Co Advisors
Tennessee
$131M +$1.84M +1% 0.93% 63.3% 67 17.91%
API
6907
Asset Planning Inc
California
$131M 0.63% 315
TNAM
6908
Terra Nova Asset Management
New York
$131M -$3.42M -3% 2.5% 158% 87 6.9%
CRIG
6909
Charter Research & Investment Group
Connecticut
$131M -$4.31M -3% 1.28% 82.3% 84 5.95%
CG
6910
Clifford Group
Massachusetts
$131M +$2.6M +2% 1.98% 67.9% 78 8.97%
TC
6911
Taika Capital
Florida
$131M -$1.56M -1% 7.04% 68.3% 100 81%
LOIP
6912
Live Oak Investment Partners
Texas
$131M +$2.44M +2% 0.37% 275 0%
HWM
6913
Horizons Wealth Management
North Carolina
$131M +$946K +0.7% 2.47% 23% 178 6.18%
MCM
6914
MontVue Capital Management
Virginia
$131M +$866K +0.7% 0.1% 61 13.11%
PSC
6915
Piper Sandler & Co
Minnesota
$131M -$17.1M -12% 0.01% 0.04% 30 10%
LPFG
6916
Landing Point Financial Group
Ohio
$131M 0.76% 69
FSBI
6917
Fearless Solutions (Best Invest)
Texas
$131M 1.61% 96
LAM
6918
Lewis Asset Management
California
$131M -$6.07M -4% 5.2% 139 12.95%
BPFA
6919
Barnes Pettey Financial Advisors
Mississippi
$131M +$5.61M +4% 2.72% 79.7% 105 9.52%
DJFS
6920
Dean Jacobson Financial Services
Texas
$131M -$2.3M -2% 1.94% 55.7% 16 43.75%
MWVC
6921
Morgens Waterfall Vintiadis & Co
New York
$131M +$1.74M +1% 26.7% 594% 31 51.61%
SPF
6922
South Plains Financial
Texas
$131M 0.13% 267
MPA
6923
Marvin & Palmer Associates
Delaware
$131M +$11.7M +10% 11.5% 392% 42 59.52%
SI
6924
SCP Investment
California
$131M -$6.58M -5% 0.96% 32.8% 58 37.93%
VF
6925
Vestment Financial
Minnesota
$131M 2.8% 38