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
MFGM
4176
Marshall Financial Group (Maryland)
Maryland
$244M -$27.1M -10% 224
CHJWM
4177
Carlton Hofferkamp & Jenks Wealth Management
Texas
$244M +$6.86M +3% 137
AIA
4178
Affinity Investment Advisors
California
$244M -$5.14M -2% 213
OAJ
4179
Ogorek Anthony Joseph
New York
$244M +$9.93M +4% 296
MCM
4180
Morton Capital Management
California
$244M -$1M -0.4% 93
FF
4181
Fluent Financial
Texas
$244M -$1.91M -0.8% 88
IWMA
4182
Ironwood Wealth Management (Arizona)
Arizona
$243M +$14.1M +6% 56
CFP
4183
Curran Financial Partners
South Carolina
$243M +$7.73M +3% 82
AIA
4184
AIMZ Investment Advisors
California
$243M -$13.7M -5% 122
BGC
4185
Birch Grove Capital
New York
$243M +$23.4M +11% 56
SVP
4186
Strategic Value Partners
Connecticut
$243M +$102M +72% 11
PA
4187
PSI Advisors
Florida
$243M -$2.81M -1% 839
APW
4188
Aurora Private Wealth
New Jersey
$243M +$12.3M +5% 219
MA
4189
MYDA Advisors
New York
$243M -$76M -24% 309
WCG
4190
Wall Capital Group
Arizona
$243M -$44.3M -15% 28
WA
4191
WP Advisors
California
$243M +$2.79M +1% 116
VFIC
4192
Valley Forge Investment Consultants
Pennsylvania
$243M +$16.6M +7% 89
MCA
4193
MSH Capital Advisors
Arizona
$242M +$19M +8% 205
SGH
4194
Sivik Global Healthcare
Connecticut
$242M +$8.86M +4% 60
CFG
4195
Compton Financial Group
Maryland
$242M -$3.71M -2% 36
WPWM
4196
Windward Private Wealth Management
Kansas
$242M -$17M -7% 49
PWP
4197
Pursue Wealth Partners
California
$242M -$16.4M -6% 254
RM
4198
RP Management
New York
$242M +$9.51M +4% 4
OFCM
4199
One Fin Capital Management
California
$242M +$1.7M +0.7% 32
WIA
4200
Westbourne Investment Advisors
Maryland
$242M -$12.8M -5% 104