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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
MVA
7176
Mount Vernon Associates
Maryland
$149M +$5.43M +4% 3.59% 119% 60 8.33%
FFWM
7177
Future Financial Wealth Management
Ohio
$149M -$10.2M -6% 2.24% 59.5% 465 73.33%
RWM
7178
Refined Wealth Management
Utah
$149M -$7.06M -5% 5.62% 76.8% 44 20.45%
TGV
7179
TRV GP VI
Massachusetts
$149M +$38.9M +35% 38.6% 3 0%
PWM
7180
Pinnacle Wealth Management
California
$148M +$315K +0.2% 0.26% 194% 42 19.05%
AIA
7181
Accelerate Investment Advisors
California
$148M +$1.43M +1% 1.86% 128 11.72%
SRS
7182
Strong Retirement Solutions
Washington
$148M 1.43% 84
SHF
7183
Stage Harbor Financial
Massachusetts
$148M +$11.7M +9% 2.1% 60 5%
EAM
7184
Eschler Asset Management
United Kingdom
$148M +$13.5M +10% 13.3% 274% 90 63.33%
FFA
7185
Fortune Financial Advisors
Kansas
$148M +$15.4M +12% 0.43% 76.8% 101 8.91%
TLM
7186
Twin Lions Management
Connecticut
$148M -$3.76M -2% 1.13% 8 0%
AV
7187
Alamea Verwaltungs
New Jersey
$148M +$1.82M +1% 10.1% 122 43.44%
BFG
7188
Beto Financial Group
Idaho
$148M 2.8% 133
ZC
7189
Zeit Capital
Colorado
$148M +$1.01M +0.7% 1.73% 51.6% 27 0%
BCM
7190
BluePath Capital Management
Georgia
$148M +$11.4M +8% 1.22% 101% 108 28.7%
HTWM
7191
Hartmann Taylor Wealth Management
Texas
$148M +$8.85M +6% 1.62% 54 7.41%
CFG
7192
Certior Financial Group
Pennsylvania
$148M -$2.51M -2% 0.09% 147 17.01%
PFO
7193
Pioneer Family Office
Florida
$148M 2.19% 136
MWS
7194
MFA Wealth Services
California
$148M +$3.14M +2% 2.68% 125 8.8%
BA
7195
Brightwater Advisory
Florida
$148M +$2.37M +2% 1.9% 61 6.56%
BGAI
7196
Bruce G. Allen Investments
Colorado
$148M +$8.25M +6% 3.85% 1,130 8.76%
EG
7197
Ellerson Group
Maryland
$148M -$12.9M -8% 4.8% 148% 62 16.13%
DIGDR
7198
Dynamo Internacional Gestao de Recursos
Brazil
$148M -$38.3M -21% 11.7% 34.1% 8 25%
FFG
7199
Floyd Financial Group
Missouri
$148M +$12.8M +9% 1.5% 75 28%
SFCM
7200
Seven Fleet Capital Management
California
$148M 44% 85