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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
MCFP
7201
Mallini Complete Financial Planning
Florida
$105M -$654K -0.6% 0.67% 59 5.08%
MWM
7202
MFG Wealth Management
Indiana
$105M -$4.49M -4% 1.18% 68 38.24%
SAM
7203
Sherman Asset Management
California
$105M -$4.62M -4% 5.63% 180 17.78%
MPM
7204
Mountaineer Partners Management
New York
$105M -$32.1M -23% 8.09% 151% 17 17.65%
RCWM
7205
Red Crane Wealth Management
California
$104M -$1.09M -1% 1.24% 67 8.96%
BCM
7206
Barrier Capital Management
California
$104M -$19.5M -16% 7.68% 151% 16 37.5%
PWA
7207
Principia Wealth Advisory
Texas
$104M -$2.13M -2% 2.11% 923 23.4%
RIG
7208
Ramiah Investment Group
Wisconsin
$104M -$5.44M -5% 1.1% 46.3% 61 19.67%
IPWA
7209
International Private Wealth Advisors
California
$104M +$3.85M +4% 0.02% 165 15.15%
RCA
7210
Runnymede Capital Advisors
Ohio
$104M -$10.2M -9% 8.43% 315 14.92%
WCBA
7211
Weaver C. Barksdale & Associates
Tennessee
$104M -$256K -0.2% 2.68% 40.1% 64 6.25%
AFW
7212
Avantra Family Wealth
Pennsylvania
$104M -$2.8M -3% 0.44% 171 23.98%
HPM
7213
Hudson Portfolio Management
New York
$104M +$2.16M +2% 2.81% 115 3.48%
BFA
7214
Benningfield Financial Advisors
California
$104M +$1.89M +2% 1.22% 16 18.75%
WFS
7215
WealthGarden F.S.
California
$104M -$2.95M -3% 1.51% 134 16.42%
RHIG
7216
R.H. Investment Group
Arizona
$104M -$2.13M -2% 3.44% 32 9.38%
TLM
7217
Twin Lions Management
Connecticut
$104M +$921K +0.9% 1.08% 7 0%
CIA
7218
Caerus Investment Advisors
Texas
$104M -$2.68M -3% 6.03% 63.6% 32 9.38%
LCG
7219
Lakeshore Capital Group
Illinois
$104M +$37.5M +57% 0.15% 78 28.21%
AWA
7220
AGH Wealth Advisors
Kansas
$104M -$4.25M -4% 0.52% 125 14.4%
SR
7221
Summer Road
Florida
$104M -$16.5M -14% 13.8% 101% 29 27.59%
MA
7222
Maxele Advisors
Missouri
$103M -$1.33M -1% 2.26% 100 6%
MWM
7223
MY Wealth Management
Maryland
$103M +$3.21M +3% 0.51% 25.2% 27 7.41%
AHIA
7224
Andrew Hill Investment Advisors
Florida
$103M -$31.2M -23% 5.74% 61 44.26%
MMCM
7225
Murphy & Mullick Capital Management
New York
$103M -$5.24M -5% 3.51% 721 9.43%