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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
6976
Massar Capital Management
Connecticut
$134M +$44.4M +50% 14.3% 171 69.01%
SWM
6977
Sagace Wealth Management
Florida
$134M +$1.37M +1% 7.86% 69 18.84%
SW
6978
Schulz Wealth
Texas
$134M +$2.66M +2% 7.04% 68 10.29%
FH
6979
Financial Harvest
Florida
$134M +$12.5M +10% 7.93% 105 98.1%
WAM
6980
WealthTrust Asset Management
Florida
$134M -$1.17M -0.9% 12.6% 97.9% 96 31.25%
JWM
6981
JP Wealth Management
South Carolina
$134M +$9.58M +8% 9.59% 17 23.53%
OFG
6982
OmniStar Financial Group
North Carolina
$134M +$6.75M +5% 2.99% 67.1% 124 19.35%
VBCG
6983
Valley Brook Capital Group
Pennsylvania
$134M +$6.21M +5% 11.6% 106% 116 5.17%
AUIM
6984
Aegon USA Investment Management
Iowa
$133M +$7.63M +6% 7.29% 39.9% 46 6.52%
NIP
6985
Norwood Investment Partners
California
$133M +$21.4M +19% 14.7% 25.2% 18 38.89%
GWA
6986
Genesis Wealth Advisors
Massachusetts
$133M +$9.8M +8% 7.01% 64 7.81%
CAM
6987
Campion Asset Management
Virginia
$133M +$3.95M +3% 7.33% 70.2% 85 8.24%
NFA
6988
Northern Financial Advisors
Michigan
$133M +$12.1M +10% 13.2% 109% 109 5.5%
FFS
6989
Forge Financial Services
Oklahoma
$133M +$20M +18% 10.5% 22 13.64%
MSK
6990
Melissa S. Kampmann
$133M +$6.66M +5% 10.7% 70.4% 43 11.63%
HFAS
6991
Hummer Financial Advisory Services
Illinois
$133M +$9.98M +8% 7.42% 60.6% 117 11.11%
EMB
6992
Elefante Mark B
$133M +$6.93M +5% 7.61% 62 16.13%
MWS
6993
MFA Wealth Services
California
$133M +$11.5M +9% 7.63% 116 10.34%
PM
6994
Penbrook Management
New York
$133M +$691K +0.5% 12.3% 106% 111 11.71%
AV
6995
Alamea Verwaltungs
New Jersey
$133M +$17.2M +15% 11.7% 98 17.35%
SIP
6996
Stoneridge Investment Partners
Pennsylvania
$133M +$14.5M +12% 8.25% 44.2% 153 43.14%
CSI
6997
Clark & Stuart Inc
Maine
$133M -$4.44M -3% 0.9% 49 14.29%
HF
6998
Holcombe Financial
Georgia
$133M +$12.4M +10% 2.28% 43 11.63%
ICVCFVA
6999
IDG China Venture Capital Fund V Associates
Hong Kong
$133M +$19.8M +18% 17.6% 7.34% 1 0%
CF
7000
Claris Financial
Virginia
$133M -$19.4M -13% 8.71% 174 34.48%