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
MGB
4076
Mass General Brigham
Massachusetts
$214M -$21.3M -9% 5
MC
4077
Muhlenkamp & Co
Pennsylvania
$214M -$73.6M -26% 36
FLA
4078
Financial Life Advisors
Texas
$213M -$27.7M -11% 56
JAM
4079
Jacobs Asset Management
New York
$213M -$25.5M -11% 45
FC
4080
Financial Consulate
Maryland
$213M -$47M -18% 138
DFG
4081
Delphi Financial Group
Delaware
$213M -$72.5M -25% 33
SC
4082
Stolper & Co
Oklahoma
$213M -$22.9M -10% 88
RWM
4083
Rockwood Wealth Management
Pennsylvania
$213M +$4.39M +2% 82
FWM
4084
Fairhaven Wealth Management
Illinois
$213M -$33.3M -14% 134
EPM
4085
Equitec Proprietary Markets
Illinois
$213M +$8.18M +4% 263
FPF
4086
First Pacific Financial
Washington
$213M +$18.4M +9% 109
UCMOK
4087
United Capital Management of KS
Kansas
$213M -$45M -17% 94
LSWM
4088
Lorne Steinberg Wealth Management
Canada
$213M -$4.08M -2% 67
TC
4089
Tenere Capital
New York
$212M -$48.6M -19% 27
CCM
4090
Carronade Capital Management
Connecticut
$212M -$2.52M -1% 33
DP
4091
Denver PWM
Colorado
$212M -$39.1M -16% 100
TCOO
4092
Trust Company of Oklahoma
Oklahoma
$212M -$48.9M -19% 121
LWA
4093
LWS Wealth Advisors
New Jersey
$212M -$22.4M -10% 64
BWM
4094
BigSur Wealth Management
Florida
$212M -$44.4M -17% 143
CFP
4095
Curran Financial Partners
South Carolina
$212M -$31.5M -13% 75
GCM
4096
G2 Capital Management
Ohio
$212M -$21.2M -9% 52
DCM
4097
Davidson Capital Management
Texas
$212M -$56.4M -21% 91
WAAG
4098
Wealth Alliance Advisory Group
Kansas
$212M -$18.9M -8% 162
GSWM
4099
Greenup Street Wealth Management
Michigan
$212M +$31.8M +18% 100
AB
4100
Atlas Brown
Kentucky
$212M -$33.6M -14% 192