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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
BW
7326
Blalock Williams
Alabama
$154M +$24.9M +19% 20.1% 165 19.39%
EF
7327
Entrust Financial
Pennsylvania
$154M +$11.2M +8% 13.1% 464 10.99%
MWM
7328
M3 Wealth Management
Ohio
$154M +$24.2M +19% 14.1% 36 5.56%
OA
7329
Oasis Advisors
Iowa
$154M -$355M -70% 13.2% 240 90%
GRIM
7330
Greenhaven Road Investment Management
Connecticut
$154M +$8.67M +6% 14% 70.2% 21 38.1%
LWM
7331
Lionshead Wealth Management
New York
$154M +$18.3M +13% 16.3% 121 18.18%
MFG
7332
Mustico Financial Group
New York
$154M +$10.8M +8% 10.8% 51 13.73%
LCM
7333
LRT Capital Management
Texas
$154M +$46.8M +44% 28.3% 76.3% 118 69.49%
MAM
7334
Maytree Asset Management
Hong Kong
$154M +$12.5M +9% 150% 402% 49 69.39%
MFG
7335
Macco Financial Group
Wisconsin
$154M +$21.9M +17% 13.6% 23 13.04%
HC
7336
Hoese & Co
Minnesota
$154M +$19.2M +14% 10.4% 46.3% 188 30.85%
BCP
7337
Bluegrass Capital Partners
Florida
$154M +$15.1M +11% 13.3% 60.1% 11 9.09%
SWA
7338
Safir Wealth Advisors
New Hampshire
$154M +$15.6M +11% 10.7% 46.4% 20 20%
SF
7339
SageOak Financial
Oklahoma
$154M +$11.4M +8% 7.75% 38 10.53%
ACA
7340
AllStreet Capital Advisors
California
$154M +$18.5M +14% 10.5% 68 7.35%
AC
7341
Anson Capital
Georgia
$154M +$7.54M +5% 6.55% 45.8% 97 11.34%
GFG
7342
Genesis Financial Group
New Jersey
$154M -$4.61M -3% 28.8% 130 43.85%
OP
7343
Orvieto Partners
Massachusetts
$154M +$36.8M +31% 13.4% 54 33.33%
IIM
7344
Illumine Investment Management
Washington
$154M +$23.5M +18% 30.7% 102 90.2%
BF
7345
bLong Financial
Tennessee
$154M +$21.3M +16% 30.9% 82 9.76%
SPW
7346
Stillwater Private Wealth
Pennsylvania
$153M +$35.3M +30% 9% 93 26.88%
MVA
7347
Mount Vernon Associates
Maryland
$153M +$11.9M +8% 26% 119% 65 12.31%
PA
7348
Persium Advisors
Georgia
$153M +$26.3M +21% 17.4% 72 20.83%
RWM
7349
Redstone Wealth Management
Oklahoma
$153M +$27.7M +22% 29.6% 44 31.82%
BCM
7350
Brooktree Capital Management
Michigan
$153M +$27.1M +21% 25.8% 82.9% 45 4.44%