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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
PWM
7101
Partnership Wealth Management
Maryland
$118M -$2.34M -2% 0.4% 76 10.53%
MCM
7102
Monimus Capital Management
New Jersey
$118M +$11.7M +11% 8.33% 66 50%
MWA
7103
Muirfield Wealth Advisors
North Carolina
$118M -$3.56M -3% 1.89% 69 5.8%
OIM
7104
Oder Investment Management
California
$118M -$2.32M -2% 3.1% 97.5% 97 9.28%
RIA
7105
Richwood Investment Advisors
Ohio
$118M -$2.31M -2% 0.78% 66% 103 8.74%
RW
7106
Ridgeline Wealth
Arizona
$118M -$5.08M -4% 1.63% 56 5.36%
CF
7107
Collier Financial
Colorado
$118M +$5.66M +5% 0.8% 130 16.92%
FWM
7108
Fingerlakes Wealth Management
New York
$118M -$6.33M -5% 5.59% 80.2% 89 6.74%
AGA
7109
Accuvest Global Advisors
Utah
$117M +$46M +64% 1.38% 130% 68 77.94%
FIG
7110
FSA Investment Group
Florida
$117M +$2.61M +2% 4.63% 23 13.04%
BCM
7111
Basso Capital Management
Connecticut
$117M +$1.88M +2% 0.52% 85.5% 81 18.52%
PWCM
7112
Processus Wealth & Capital Management
Tennessee
$117M -$8M -6% 6.15% 38 13.16%
AI
7113
Acuitas Investments
Washington
$117M -$4.38M -4% 6.4% 145% 79 36.71%
BWA
7114
Blodgett Wealth Advisors
California
$117M -$10.2M -8% 7.33% 124% 63 9.52%
DFA
7115
Davies Financial Advisors
California
$117M -$204K -0.2% 5.13% 71 19.72%
SHFA
7116
Sherrill & Hutchins Financial Advisory
Georgia
$117M +$4.18M +4% 3.66% 12 8.33%
SI
7117
SCP Investment
California
$117M -$13.6M -10% 10.3% 32.8% 62 48.39%
GIM
7118
Goodlander Investment Management
Texas
$117M -$18.6M -14% 0.89% 15 66.67%
AF
7119
Aegis Financial
Virginia
$117M +$1.09M +0.9% 2.12% 266% 24 12.5%
HA
7120
HFG Advisors
Ohio
$117M +$2.67M +2% 1.8% 69.7% 101 14.85%
CC
7121
Colrain Capital
Massachusetts
$117M +$15.1M +15% 9.44% 27 11.11%
WMA
7122
William Mack & Associates
Michigan
$117M +$21.3M +22% 2.55% 73 16.44%
SKK
7123
Shepherd Kaplan Krochuk
Massachusetts
$117M -$2.83M -2% 0.58% 38.5% 61 21.31%
TC
7124
Travelers Companies
Minnesota
$117M -$14M -11% 10.7% 4 50%
ACM
7125
Ativo Capital Management
Illinois
$117M +$16M +16% 10.5% 63.8% 59 22.03%