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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
MW
7526
Marrick Wealth
California
$119M -$3.25M -3% 0.04% 58 15.52%
VA
7527
Valor Advisors
Florida
$119M -$1.11M -0.9% 3.02% 36 2.78%
HAP
7528
Harbor Asset Planning
Massachusetts
$119M +$1.86M +2% 1.17% 455 10.33%
TCM
7529
Tao Capital Management
California
$119M +$2.65M +2% 9.59% 356% 8 0%
SF
7530
Schaeffer Financial
Maryland
$119M +$4.21M +4% 0.57% 25 16%
MWML
7531
M Wealth Management LLC
California
$119M +$3.89M +3% 0.68% 56 16.07%
MWM
7532
McCartney Wealth Management
Missouri
$119M +$2.89M +2% 1.39% 65 6.15%
HPM
7533
Hudson Portfolio Management
New York
$119M +$2.57M +2% 1.69% 113 6.19%
WKSWA
7534
White Knight Strategic Wealth Advisors
New Jersey
$119M -$18M -13% 3.79% 105% 96 22.92%
SFGM
7535
Stonebridge Financial Group (Missouri)
Missouri
$119M +$3.07M +3% 0.06% 178 17.98%
KCWM
7536
Kane Co Wealth Management
Iowa
$119M +$5.19M +5% 1.54% 54 12.96%
KL
7537
Keenan LLC
Massachusetts
$119M +$4.81M +4% 2.45% 42 2.38%
CWM
7538
ClientFirst Wealth Management
Arkansas
$118M -$6.07M -5% 4.62% 52 7.69%
WPM
7539
Worldly Partners Management
Massachusetts
$118M -$15.7M -12% 3.01% 19.2% 3 0%
WCM
7540
Washington Capital Management
Washington
$118M -$4.82M -4% 0.11% 76.9% 123 27.64%
EFG
7541
Elm3 Financial Group
Georgia
$118M -$2.17M -2% 2.34% 121 9.92%
TCK
7542
Topor & Co Korea
$118M -$14.5M -11% 0.77% 18 16.67%
CWM
7543
C2C Wealth Management
Arizona
$118M -$392K -0.3% 0.6% 63.2% 95 11.58%
AIA
7544
Aventus Investment Advisors
Florida
$118M -$5.18M -4% 3.87% 155 9.68%
NC
7545
North Capital
Utah
$118M +$2.01M +2% 0.76% 97 12.37%
PCMU
7546
Paragon Capital Management (Utah)
Utah
$118M -$11.2M -9% 2.86% 69.4% 90 40%
AIS
7547
Advocate Investing Services
Maryland
$118M +$6.38M +6% 1.66% 483 14.29%
IVGAI
7548
Index Venture Growth Associates III
Jersey
$118M -$76M -39% 37.9% 444% 3 33.33%
OIM
7549
Oceanic Investment Management
Isle Of Man
$118M +$22.4M +23% 28.5% 56 51.79%
BFAI
7550
Bridgelight Financial Advisors, Inc.
Connecticut
$118M +$552K +0.5% 1.79% 42 9.52%