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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
MFFIA
7076
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$167M -$9.63M -5% 34% 136% 87 10.34%
AAM
7077
Ackerman Asset Management
Maryland
$167M +$23.3M +16% 14.5% 38 7.89%
EWP
7078
Evergreen Wealth Partners
Montana
$167M +$35.7M +27% 8.83% 97 21.65%
OWM
7079
Orca Wealth Management
Florida
$167M +$26.1M +19% 34.3% 86 25.58%
LW
7080
Lauer Wealth
Indiana
$167M +$41M +33% 12.7% 75.5% 101 59.41%
GAAM
7081
Grand Alliance Asset Management
Hong Kong
$167M +$1.38M +0.8% 116% 18 44.44%
WW
7082
Wright Wealth
Georgia
$167M +$17M +11% 9.09% 54 5.56%
IR
7083
IAT Reinsurance
New York
$167M -$143M -46% 27.4% 60.2% 80 20%
CWM
7084
Copia Wealth Management
Oregon
$166M +$21M +14% 11.1% 583 10.98%
KFSN
7085
Keystone Financial Services (Nebraska)
Nebraska
$166M +$17.8M +12% 12.1% 62 8.06%
HAM
7086
Harber Asset Management
North Carolina
$166M +$10M +6% 29.5% 63.6% 50 40%
SH
7087
SeaTown Holdings
Singapore
$166M +$13.7M +9% 35.9% 220% 19 31.58%
SMWM
7088
Silvia McColl Wealth Management
California
$166M +$14.4M +9% 13.7% 76.1% 124 5.65%
LFASL
7089
Lugano Financial Advisors SA (LFA)
Switzerland
$166M -$30.4M -15% 8.62% 44.9% 286 26.57%
MCM
7090
Mainstream Capital Management
California
$166M +$17M +11% 17.7% 92 6.52%
BCA
7091
Bitterroot Capital Advisors
Montana
$166M +$1.29M +0.8% 8.63% 62 17.74%
KIM
7092
Kurv Investment Management
California
$166M -$7.03M -4% 52.3% 76 48.68%
CWMGO
7093
Capstone Wealth Management Group (Oregon)
Oregon
$166M +$3.42M +2% 16.1% 139 23.02%
SFG
7094
Shum Financial Group
California
$166M +$24.5M +17% 15% 110 19.09%
CCA
7095
Cottonwood Capital Advisors
Utah
$166M +$24.1M +17% 18.6% 78.3% 90 6.67%
ZC
7096
Zeit Capital
Colorado
$166M +$16.5M +11% 10.6% 51.6% 52 0%
RWM
7097
Refined Wealth Management
Utah
$166M +$7.27M +5% 6.38% 76.8% 52 9.62%
WAS
7098
Westco Advisory Services
New York
$166M +$10.2M +7% 20.4% 107 10.28%
SRSA
7099
S.R. Schill & Associates
Washington
$166M +$17.6M +12% 8.66% 36.7% 29 13.79%
GSWA
7100
Good Steward Wealth Advisors
Tennessee
$166M +$10.1M +6% 7.49% 75 14.67%