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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
MPW
7026
Magnolia Private Wealth
Pennsylvania
$121M +$5.08M +4% 0.15% 118 17.8%
BAWM
7027
Bennett Associates Wealth Management
Pennsylvania
$121M +$811K +0.7% 1.29% 49 18.37%
FH
7028
Financial Harvest
Florida
$121M +$2.78M +2% 2.67% 103 98.06%
OC
7029
Oppenheimer & Close
New York
$121M -$383K -0.3% 5.41% 149% 54 11.11%
AGAM
7030
Audent Global Asset Management
California
$121M -$32.5M -21% 6.64% 112% 51 3.92%
LI
7031
Latash Investments
Alaska
$121M -$6.94M -5% 0.37% 110% 17 5.88%
PBBUPS
7032
PKO BP Bankowy Universal Pension Society
Poland
$121M +$879K +0.7% 0.23% 15 20%
CFGW
7033
Chancellor Financial Group WB
Pennsylvania
$121M -$3.07M -2% 3.04% 139 11.51%
NFA
7034
Northern Financial Advisors
Michigan
$121M -$4.06M -3% 1.03% 109% 109 5.5%
NA
7035
Note Advisors
New York
$121M +$8.2M +7% 0.53% 79 11.39%
NA
7036
Nautilus Advisors
California
$121M -$4.56M -4% 2.81% 160 10.63%
SFC
7037
Swisher Financial Concepts
Ohio
$121M +$36.1M +43% 0.88% 90 41.11%
LAM
7038
Lewis Asset Management
California
$121M -$10.1M -8% 4.13% 140 17.14%
AWA
7039
Archvest Wealth Advisors
California
$121M -$17.1M -12% 0.22% 47.8% 66 12.12%
TA
7040
Tiptree Advisors
New York
$121M +$24.4M +25% 0.8% 27 40.74%
MQWP
7041
Morey & Quinn Wealth Partners
Nebraska
$121M +$2.89M +2% 0.38% 126 6.35%
KC
7042
Kepos Capital
New York
$121M +$5.02M +4% 2.22% 21.1% 74 51.35%
SGCM
7043
Sand Grove Capital Management
United Kingdom
$121M -$85.4M -41% 7.58% 410% 15 73.33%
SWM
7044
SpringVest Wealth Management
Texas
$121M +$3.88M +3% 2.63% 60 18.33%
NFA
7045
Northwest Financial Advisors
Virginia
$121M -$539K -0.4% 3.36% 125 14.4%
SWP
7046
SIMA Wealth Partners
Virginia
$120M +$2.79M +2% 0.3% 192 15.1%
NPAN
7047
Northeast Planning Associates NH
New Hampshire
$120M +$23.8M +25% 6.61% 60 46.67%
HF
7048
Holcombe Financial
Georgia
$120M -$1.02M -0.8% 1.06% 42 16.67%
MC
7049
Marest Capital
California
$120M -$3.35M -3% 4.93% 26 23.08%
DWS
7050
Dynamic Wealth Strategies
California
$120M +$7.92M +7% 0.94% 233 72.53%