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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
DO
7076
denkapparat Operations
Germany
$125M +$30.8M +33% 9.56% 272 32.35%
SAM
7077
Sequent Asset Management
Texas
$125M -$54.3M -30% 10.6% 51.3% 84 23.81%
MCM
7078
Magnolia Capital Management
New York
$125M +$8.56M +7% 9.55% 77.6% 76 6.58%
CWM
7079
Centricity Wealth Management
Ohio
$125M +$15M +14% 7.97% 457 7.66%
RSWA
7080
Robinson Smith Wealth Advisors
Maine
$125M +$5.66M +5% 6.64% 96 16.67%
PW
7081
PUREfi Wealth
Massachusetts
$125M +$25.1M +25% 10.3% 166 23.49%
BFG
7082
Birch Financial Group
New Hampshire
$125M +$12.8M +11% 6.54% 124 20.97%
WCFP
7083
White & Co Financial Planning
Washington
$125M +$8.99M +8% 6.96% 19 0%
KGC
7084
Kennon-Green & Company
Ohio
$125M +$2.48M +2% 4.31% 43.3% 42 2.38%
SF
7085
SageOak Financial
Oklahoma
$125M +$12.2M +11% 6.24% 35 17.14%
MQWP
7086
Morey & Quinn Wealth Partners
Nebraska
$125M +$4.24M +4% 6.82% 133 9.02%
AWM
7087
Alterna Wealth Management
Texas
$125M -$6.93M -5% 6.95% 48% 126 30.16%
AAM
7088
Ackerman Asset Management
Maryland
$125M +$14.3M +13% 10.7% 24 0%
CIM
7089
CCLA Investment Management
United Kingdom
$125M -$5.52B -98% 2.81% 52.3% 57 10.53%
MCM
7090
Multicoin Capital Management
Texas
$125M +$29M +30% 30.2% 2 0%
FWM
7091
Forefront Wealth Management
Pennsylvania
$125M +$16.7M +15% 11.6% 63 25.4%
SPWM
7092
Schrum Private Wealth Management
Florida
$125M +$11M +10% 9.97% 54.8% 129 6.98%
AWM
7093
Apex Wealth Management
New Hampshire
$125M +$13.5M +12% 8.46% 63 34.92%
FPW
7094
Flywheel Private Wealth
California
$125M +$14.9M +14% 10.5% 88 10.23%
PA
7095
Prossimo Advisors
California
$125M -$8.44M -6% 10.2% 78.4% 144 18.75%
SI
7096
SCP Investment
California
$125M +$7.29M +6% 15.7% 32.8% 58 46.55%
HAM
7097
Hedges Asset Management
Nevada
$124M -$27.8M -18% 9.03% 112 13.39%
MEAC
7098
M.E. Allison & Co
Texas
$124M +$23.3M +23% 10.6% 175 14.29%
WF
7099
WinCap Financial
Massachusetts
$124M +$19M +18% 10.7% 91 23.08%
CW
7100
Cooksen Wealth
Texas
$124M +$25.9M +26% 9.27% 106 26.42%