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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
NWM
7201
Navigate Wealth Management
Alabama
$161M +$19M +13% 10.2% 81 13.58%
MFG
7202
Mendota Financial Group
Wisconsin
$161M +$26.4M +20% 8.52% 53.8% 35 14.29%
L
7203
Laurore
$161M -$102M -39% 13.4% 1 0%
LAII
7204
LM Asset (IM) Inc
British Columbia, Canada
$161M -$31M -16% 5.8% 10 0%
AWM
7205
Aureum Wealth Management
Florida
$161M +$17.6M +12% 7.76% 65 12.31%
GT
7206
GreatBanc Trust
Illinois
$161M +$18.3M +13% 12.9% 74 14.86%
BWM
7207
Bosman Wealth Management
California
$161M +$47.6M +42% 75.7% 66 36.36%
MWA
7208
Merkkuri Wealth Advisors
New York
$161M +$10.1M +7% 12.5% 387 79.84%
MMCM
7209
Murphy & Mullick Capital Management
New York
$161M +$26M +19% 26.9% 748 13.9%
BFS
7210
Burr Financial Services
California
$161M +$35.3M +28% 57.7% 27 11.11%
LWM
7211
Lighthouse Wealth Management
Ohio
$161M +$13.9M +9% 10.3% 49 16.33%
SFCM
7212
Savoir Faire Capital Management
Connecticut
$161M -$4.58M -3% 5.98% 1.22% 45 6.67%
SR
7213
Summer Road
Florida
$161M +$19M +13% 11.8% 130% 26 26.92%
MWM
7214
Mascagni Wealth Management
Mississippi
$161M +$20.6M +15% 17.6% 145 14.48%
MCM
7215
MidAtlantic Capital Management
Virginia
$161M +$16M +11% 12.1% 91 13.19%
ACM
7216
Arlington Capital Management
Illinois
$161M -$16.5M -9% 13.5% 154% 159 59.75%
SAM
7217
Steinberg Asset Management
New York
$161M +$6.3M +4% 7.85% 130% 46 17.39%
EB
7218
Exchange Bank
California
$161M +$16.3M +11% 12% 67.1% 133 14.29%
MLIM
7219
Mountain Lake Investment Management
Florida
$161M +$5.77M +4% 0.65% 64% 33 18.18%
PIP
7220
Philadelphia Investment Partners
New Jersey
$161M +$13.6M +9% 11.1% 204 15.69%
ACM
7221
Arthedge Capital Management
New York
$161M +$45.1M +39% 23.9% 80.7% 14 28.57%
AFA
7222
Avant Financial Advisors
Texas
$161M +$18.3M +13% 9.83% 70 8.57%
FFWM
7223
Future Financial Wealth Management
Ohio
$160M +$5.27M +3% 15.1% 59.5% 140 14.29%
PCM
7224
Palouse Capital Management
Washington
$160M +$9.14M +6% 22.5% 67.8% 144 20.14%
CWP
7225
Corepath Wealth Partners
Arizona
$160M +$12M +8% 13.1% 56% 47 14.89%