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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
MCA
6926
McGuire Capital Advisors
Oklahoma
$156M -$1.01M -0.6% 2.3% 1,023 22.97%
PMSA
6927
Patrick M. Sweeney & Associates
Illinois
$156M -$3.89M -2% 0.63% 166 5.42%
BCM
6928
Bluefin Capital Management
New York
$156M -$248M -61% 2.94% 249 72.29%
IWA
6929
Invera Wealth Advisors
Oregon
$156M -$2.45M -2% 0.3% 102 15.69%
CFG
6930
Cornerstone Financial Group
Nebraska
$156M +$12.5M +9% 1.1% 73 1.37%
BCM
6931
BML Capital Management
Indiana
$156M +$40.1M +35% 28.6% 349% 19 31.58%
AIS
6932
Accredited Investor Services
Minnesota
$156M +$4.82M +3% 0.42% 83 16.87%
BWM
6933
BNB Wealth Management
Maryland
$156M +$535K +0.3% 1.22% 95 12.63%
TI
6934
Truxt Investmentos
Brazil
$156M 8.86% 29
WCM
6935
Winebrenner Capital Management
Kentucky
$156M +$5.66M +4% 1.45% 146 10.27%
ACA
6936
Adirondack Capital Advisors
New York
$156M +$6.99M +5% 0.85% 45 8.89%
PFO
6937
Pioneer Family Office
Florida
$156M +$7.67M +5% 2.85% 143 31.47%
HCWM
6938
Hidden Cove Wealth Management
Washington
$156M +$1.15M +0.7% 1.64% 127 33.86%
SCS
6939
Southern Capital Services
Alabama
$156M -$3.08M -2% 0.77% 29 6.9%
GSWA
6940
Good Steward Wealth Advisors
Tennessee
$156M +$4M +3% 1.15% 73 10.96%
WAS
6941
Westco Advisory Services
New York
$156M -$7.24M -4% 1.24% 113 25.66%
SPM
6942
Summit Portfolio Management
Nevada
$155M 4.4% 24
DWM
6943
DeLarme Wealth Management
California
$155M +$14.4M +10% 0.56% 67 13.43%
CC
6944
Capstone Capital
Nevada
$155M +$1.35M +0.9% 0.09% 22 9.09%
KCIC
6945
Kuhn & Co Investment Counsel
Illinois
$155M +$5.19M +3% 0.54% 147 6.8%
RPGNY
6946
Retirement Planning Group (New York)
New York
$155M +$8.59M +6% 1.18% 95 9.47%
FFWM
6947
Future Financial Wealth Management
Ohio
$155M +$6.53M +4% 3.14% 59.5% 133 8.27%
LFA
6948
Legend Financial Advisors
Pennsylvania
$155M -$10M -6% 3.93% 117% 41 17.07%
AWA
6949
Archvest Wealth Advisors
California
$155M -$1.72M -1% 0.87% 47.8% 78 21.79%
TL
6950
TowerView LLC
New York
$155M +$17M +12% 18.3% 17.9% 16 0%