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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
CFGW
7176
Chancellor Financial Group WB
Pennsylvania
$162M +$20.2M +14% 14.6% 161 19.25%
1IA
7177
1620 Investment Advisors
Massachusetts
$161M +$13.6M +9% 13.6% 68.9% 703 10.24%
PWM
7178
Pinnacle Wealth Management
California
$161M +$13M +9% 14.5% 194% 33 30.3%
BCA
7179
Buckley Capital Advisors
Florida
$161M +$22.3M +16% 53.6% 19 47.37%
WCFP
7180
White & Co Financial Planning
Washington
$161M +$19.2M +13% 10.2% 20 0%
NWM
7181
Navigate Wealth Management
Alabama
$161M +$19M +13% 10.2% 81 13.58%
MFG
7182
Mendota Financial Group
Wisconsin
$161M +$26.4M +20% 8.52% 53.8% 35 14.29%
L
7183
Laurore
$161M -$102M -39% 13.4% 1 0%
LAII
7184
LM Asset (IM) Inc
British Columbia, Canada
$161M -$31M -16% 5.8% 10 0%
AWM
7185
Aureum Wealth Management
Florida
$161M +$17.6M +12% 7.76% 65 12.31%
GT
7186
GreatBanc Trust
Illinois
$161M +$18.3M +13% 12.9% 74 14.86%
BWM
7187
Bosman Wealth Management
California
$161M +$47.6M +42% 75.7% 66 36.36%
MWA
7188
Merkkuri Wealth Advisors
New York
$161M +$10.1M +7% 12.5% 387 79.84%
MMCM
7189
Murphy & Mullick Capital Management
New York
$161M +$26M +19% 26.9% 748 13.9%
BFS
7190
Burr Financial Services
California
$161M +$35.3M +28% 57.7% 27 11.11%
LWM
7191
Lighthouse Wealth Management
Ohio
$161M +$13.9M +9% 10.3% 49 16.33%
SFCM
7192
Savoir Faire Capital Management
Connecticut
$161M -$4.58M -3% 5.98% 1.22% 45 6.67%
SR
7193
Summer Road
Florida
$161M +$19M +13% 11.8% 130% 26 26.92%
MWM
7194
Mascagni Wealth Management
Mississippi
$161M +$20.6M +15% 17.6% 145 14.48%
MCM
7195
MidAtlantic Capital Management
Virginia
$161M +$16M +11% 12.1% 91 13.19%
ACM
7196
Arlington Capital Management
Illinois
$161M -$16.5M -9% 13.5% 154% 159 59.75%
SAM
7197
Steinberg Asset Management
New York
$161M +$6.3M +4% 7.85% 130% 46 17.39%
EB
7198
Exchange Bank
California
$161M +$16.3M +11% 12% 67.1% 133 14.29%
MLIM
7199
Mountain Lake Investment Management
Florida
$161M +$5.77M +4% 0.65% 64% 33 18.18%
PIP
7200
Philadelphia Investment Partners
New Jersey
$161M +$13.6M +9% 11.1% 204 15.69%