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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
MIM
7151
Macroview Investment Management
Maryland
$134M +$11.2M +9% 8.23% 67.2% 101 14.85%
SFG
7152
Shum Financial Group
California
$134M 7.56% 94
GP
7153
Gallo Partners
New Jersey
$134M -$18.9M -12% 15.4% 83 79.52%
CW
7154
Cooksen Wealth
Texas
$134M +$9.5M +8% 6.93% 90 50%
AWA
7155
Arbor Wealth Advisors
Michigan
$134M +$10.7M +9% 7.8% 56 5.36%
MFG
7156
Mendota Financial Group
Wisconsin
$134M +$28.2M +27% 4.33% 53.8% 118 20.34%
CI
7157
Corient IA
Florida
$134M -$35.9M -21% 7.95% 327 33.33%
HPBT
7158
Hickory Point Bank & Trust
Illinois
$134M +$9.85M +8% 8.04% 128 5.47%
TWA
7159
Trace Wealth Advisors
California
$134M +$11.4M +9% 8.07% 68 16.18%
NWA
7160
Navis Wealth Advisors
New York
$134M +$15M +13% 9.32% 107% 131 17.56%
RPGNY
7161
Retirement Planning Group (New York)
New York
$134M +$19.9M +17% 6.7% 90 17.78%
PCMU
7162
Paragon Capital Management (Utah)
Utah
$134M +$2.57M +2% 5.07% 69.4% 72 1.39%
AFW
7163
Avantra Family Wealth
Pennsylvania
$134M +$12.6M +10% 8.73% 177 35.03%
AI
7164
Axos Invest
Nevada
$134M +$1.05M +0.8% 5.8% 25 24%
TF
7165
TME Financial
California
$133M +$9.83M +8% 5.61% 76 3.95%
USWIA
7166
UP Strategic Wealth Investment Advisors
Pennsylvania
$133M +$5.19M +4% 8.6% 100 18%
AC
7167
Anson Capital
Georgia
$133M +$9.26M +7% 5.87% 45.8% 83 9.64%
BCCM
7168
Black Cypress Capital Management
Florida
$133M +$11M +9% 8.67% 32 12.5%
RWM
7169
Rolek Wealth Management
Pennsylvania
$133M +$17.6M +15% 8.65% 16 0%
BCG
7170
Barington Capital Group
New York
$133M +$25.7M +24% 27.6% 71.1% 13 46.15%
RWP
7171
Ridgeline Wealth Planning
Ohio
$133M +$11.7M +10% 6.22% 42 11.9%
AA
7172
Alpha Advisors
Virginia
$133M +$16.3M +14% 7.93% 50 20%
VFIA
7173
Virtus Fixed Income Advisers
Connecticut
$133M +$22.9M +21% 0.58% 28 25%
CF
7174
Collier Financial
Colorado
$133M 4.7% 131
JCM
7175
J2 Capital Management
Michigan
$133M +$7.44M +6% 6.39% 133 20.3%