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
MDCM
4051
Morgan Dempsey Capital Management
Wisconsin
$300M -$12.8M -4% 94
AEPWM
4052
Atlantic Edge Private Wealth Management
Florida
$299M +$8.57M +3% 518
ZIMP
4053
Zimmermann Investment Management & Planning
Pennsylvania
$299M +$21.7M +8% 145
MCA
4054
MSH Capital Advisors
Arizona
$299M +$14.6M +5% 234
MPPLM
4055
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$299M +$14.2M +5% 154
OKSA
4056
O'Keefe Stevens Advisory
New York
$299M -$5.44M -2% 72
CFP
4057
Curran Financial Partners
South Carolina
$299M +$11.5M +4% 88
AWG
4058
Alpha Wave Global
New York
$299M -$30.1M -9% 31
VIP
4059
Vista Investment Partners
Oklahoma
$299M +$7.97M +3% 167
SA
4060
SRH Advisors
Kansas
$299M -$16.7M -5% 313
BPCA
4061
Bank Pictet & Cie (Asia)
Singapore
$299M +$117M +65% 103
MLIC
4062
Mandatum Life Insurance Company
Finland
$299M -$426K -0.1% 92
SCV
4063
Sands Capital Ventures
Virginia
$299M -$116M -28% 20
FSA
4064
Financial Security Advisor
Virginia
$298M +$12.4M +4% 121
HWMO
4065
Heritage Wealth Management (Ohio)
Ohio
$298M 220
FWA
4066
FSM Wealth Advisors
Ohio
$298M +$16.7M +6% 170
UFA
4067
US Financial Advisors
Massachusetts
$298M +$9.47M +3% 90
DF
4068
DecisionPoint Financial
Arizona
$298M +$47M +19% 280
SCM
4069
Steadview Capital Management
United Kingdom
$298M -$40.4M -12% 8
BAM
4070
Blueshift Asset Management
New Jersey
$298M +$105M +55% 445
HCM
4071
Hudson Capital Management
New Jersey
$298M +$7.69M +3% 68
AWA
4072
Aquire Wealth Advisors
Utah
$298M +$11.6M +4% 47
KAM
4073
KEB Asset Management
Illinois
$298M +$4.78M +2% 73
BCC
4074
Bridge City Capital
Oregon
$298M +$23M +8% 113
AAS
4075
Asset Allocation Strategies
Michigan
$297M +$14.3M +5% 98