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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
DFC
7626
DBK Financial Counsel
Ohio
$99.3M +$296K +0.3% 1.49% 52.9% 51 5.88%
STA
7627
Shade Tree Advisors
New York
$99.2M 0.85% 16
MFC
7628
Miramar Fiduciary Corp
Nevada
$99.1M -$19M -16% 7.46% 5 0%
NFP
7629
NorthLanding Financial Partners
New York
$99.1M -$2.01M -2% 2.81% 48.7% 36 5.56%
CWM
7630
ClientFirst Wealth Management
Arkansas
$98.9M 7.96% 47
BAWC
7631
Boyce & Associates Wealth Consulting
Texas
$98.8M +$2.61M +3% 0.26% 50.7% 76 14.47%
NA
7632
Nestegg Advisors
New York
$98.8M 0.66% 45
MWC
7633
MKD Wealth Coaches
Michigan
$98.8M 0.14% 29
TAI
7634
Terra Alpha Investments
District of Columbia
$98.8M 2.01% 32
PGWM
7635
Pitti Group Wealth Management
New York
$98.7M +$6.74M +7% 2.1% 65.3% 78 29.49%
PAG
7636
Poinciana Advisors Group
Florida
$98.7M 1.96% 103
CCA
7637
Corps Capital Advisors
Texas
$98.6M 6.41% 78
SEA
7638
Stegent Equity Advisors
Texas
$98.5M +$7.99M +9% 0.48% 91.5% 99 20.2%
CCC
7639
Chesapeake Capital Corp
Florida
$98.5M -$11.5M -10% 7.84% 203 34.98%
NBWM
7640
North Berkeley Wealth Management
California
$98.5M 2.15% 68
CPA
7641
Compass Planning Associates
Massachusetts
$98.5M 1.93% 135
DFG
7642
Dynamic Financial Group
Iowa
$98.5M 0.1% 61
ABLA
7643
Alan B. Lancz & Associates
Ohio
$98.4M -$10.6M -10% 1.68% 141 13.48%
MFIMFI
7644
Mesirow Financial Investment Management - Fixed Income
Illinois
$98.4M -$1.88M -2% 1.27% 26.9% 14 7.14%
AAM
7645
American Asset Management
Florida
$98.4M +$5.78M +6% 2.69% 42.5% 24 37.5%
B
7646
BennBridge
United Kingdom
$98.3M 7.1% 6
UOP
7647
University of Pittsburgh
Pennsylvania
$98.3M -$7.42M -7% 9.02% 69.2% 2 0%
ETCM
7648
Evolutionary Tree Capital Management
Virginia
$98.3M -$1.55M -2% 10.4% 139% 36 25%
MHIP
7649
Mountain Hill Investment Partners
New Jersey
$98.2M 1.39% 183
AW
7650
Affinity Wealth
Ohio
$98.2M 2.8% 42