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
MWM
4176
Marion Wealth Management
Pennsylvania
$195M +$3.96M +2% 107
CA
4177
Crane Advisory
California
$195M 27
FP
4178
Fiduciary Planning
Florida
$195M -$7.34M -4% 39
FCP
4179
Fosse Capital Partners
United Kingdom
$195M -$4.75M -2% 4
WMIG
4180
White Mountains Insurance Group
New Hampshire
$195M +$27.8M +17% 2
BAM
4181
Brave Asset Management
New Jersey
$195M -$27.8M -13% 156
APW
4182
Acima Private Wealth
Virginia
$195M -$5.8M -3% 236
NCM
4183
Neumann Capital Management
California
$194M -$2.99M -2% 90
B
4184
BetterWealth
California
$194M -$8.27M -4% 38
CCM
4185
Cota Capital Management
California
$194M -$49.5M -20% 14
UIA
4186
UBP Investment Advisors
Switzerland
$194M -$56.1M -22% 105
IAMOG
4187
Investors Asset Management of Georgia
Georgia
$194M +$1.33M +0.7% 681
LK
4188
Lumbard & Kellner
New Hampshire
$194M -$1.84M -0.9% 89
E
4189
ETFidea
New York
$194M -$6.24M -3% 109
PFSC
4190
Peoples Financial Services Corp
Pennsylvania
$194M -$17.1M -8% 286
SVP
4191
Strategic Value Partners
Connecticut
$194M -$9.53M -5% 6
SHFA
4192
SS&H Financial Advisors
Michigan
$194M -$23M -11% 122
SCM
4193
Stonebridge Capital Management
California
$194M -$25.8M -12% 99
OFG
4194
Omega Financial Group
California
$193M -$14M -7% 81
NF
4195
Nikulski Financial
Iowa
$193M -$8.3M -4% 124
FRA
4196
Front Row Advisors
California
$193M -$10.1M -5% 959
LCM
4197
Lonestar Capital Management
California
$193M -$41M -18% 31
SI
4198
SimpliFi Inc
California
$193M -$9.43M -5% 31
BZWA
4199
Blue Zone Wealth Advisors
California
$193M -$27.5M -12% 90
GAMC
4200
Garner Asset Management Corp
Texas
$193M -$41.7M -18% 178