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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
MWM
7526
Mascagni Wealth Management
Mississippi
$134M +$4.77M +4% 0.91% 129 6.2%
GC
7527
Gratia Capital
California
$134M -$5.27M -4% 1.92% 42.4% 38 28.95%
WPM
7528
Worldly Partners Management
Massachusetts
$134M -$33.4M -20% 13% 19.2% 3 0%
TCI
7529
Triveni Capital Investments
Connecticut
$134M 0.96% 16
DWM
7530
DKM Wealth Management
California
$134M +$9.47M +8% 1.68% 77 18.18%
JAIC
7531
Josh Arnold Investment Consultant
Minnesota
$134M +$9.92M +8% 5.23% 272% 19 52.63%
FCT
7532
First Community Trust
Iowa
$134M +$4.8M +4% 4.61% 111% 380 17.89%
HEC
7533
Hudson Executive Capital
New York
$134M +$8.99M +7% 8.71% 127% 2 0%
MAFA
7534
MJT & Associates Financial Advisory
Minnesota
$134M +$11M +9% 1.56% 480 11.04%
WWM
7535
Woodside Wealth Management
Massachusetts
$134M +$7.13M +6% 3.75% 85 8.24%
BF
7536
Bonfire Financial
Colorado
$134M +$3.75M +3% 0.92% 59 6.78%
PFMU
7537
Privium Fund Management (UK)
United Kingdom
$134M -$26.1M -16% 0.27% 37.1% 16 87.5%
ACM
7538
ADW Capital Management
Florida
$134M -$41.1M -23% 1.52% 78.2% 8 50%
BC
7539
Broadwater Capital
Massachusetts
$134M -$2.83M -2% 5.26% 219 4.57%
WCFP
7540
White & Co Financial Planning
Washington
$134M +$932K +0.7% 0.82% 19 0%
TMC
7541
Themes Management Co
Connecticut
$134M 3.11% 141
BFS
7542
Burr Financial Services
California
$134M -$961K -0.7% 1.13% 28 7.14%
GWM
7543
Goldenstone Wealth Management
California
$134M 3.17% 84
PF
7544
PlanWiser Financial
Colorado
$134M +$7.74M +6% 1.88% 53 20.75%
GC
7545
Grizzlyrock Capital
Illinois
$134M +$4.81M +4% 3.35% 28 39.29%
CCM
7546
CFO Capital Management
Connecticut
$133M 2.74% 110
VB
7547
Value Base
Israel
$133M -$7.74M -5% 3.05% 8 12.5%
SIA
7548
Sage Investment Advisers
New York
$133M 3.54% 86
OFG
7549
Orcam Financial Group
California
$133M +$9.54M +8% 1.66% 40% 59 8.47%
IVP
7550
Intrinsic Value Partners
Arizona
$133M +$9.83M +8% 6.75% 126% 70 5.71%