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
MMM
4501
Mendel Money Management
Illinois
$128M +$14.2M +13% 61
FWM
4502
Filbrandt Wealth Management
Wisconsin
$128M +$2.23M +2% 408
RI
4503
Ridgewood Investments
New Jersey
$128M +$6.87M +6% 183
TA
4504
Townsend & Associates
Colorado
$128M +$8.71M +7% 75
APWM
4505
Atlas Private Wealth Management
New York
$128M +$3.52M +3% 511
JWM
4506
Jeppson Wealth Management
California
$128M 511
GWM
4507
Gray Wealth Management
Maine
$128M +$11.8M +10% 98
MA
4508
Menlo Advisors
California
$128M -$495K -0.4% 37
CLCM
4509
Crawford Lake Capital Management
New Jersey
$128M +$20.9M +20% 79
SWM
4510
Selective Wealth Management
Virginia
$127M +$6.79M +6% 434
YAL
4511
Your Advocates Ltd
Texas
$127M -$17M -12% 185
WFWM
4512
Wechter Feldman Wealth Management
New Jersey
$127M +$17.1M +16% 25
BA
4513
Baugh & Associates
Georgia
$127M +$2.1M +2% 40
GTCM
4514
Gyon Technologies Capital Management
New Jersey
$127M +$86.1M +208% 314
MTM
4515
Millennium TVP Management
New York
$127M 5
JF
4516
JSF Financial
California
$127M +$11.8M +10% 80
HHRDM
4517
H&H Retirement Design & Management
Nevada
$127M +$14.3M +13% 55
PCMC
4518
Private Capital Management (Colorado)
Colorado
$127M -$4.85M -4% 97
PFG
4519
Pacific Financial Group
Washington
$127M +$31.2M +33% 137
BHBT
4520
Burke & Herbert Bank & Trust
Virginia
$127M +$12M +10% 133
AFC
4521
Adaptive Financial Consulting
Ohio
$127M +$13.3M +12% 18
MCA
4522
Magnolia Capital Advisors
Mississippi
$127M +$49.2M +63% 111
WFA
4523
Wade Financial Advisory
California
$127M +$11.2M +10% 73
BCWM
4524
Blue Chip Wealth Management
Florida
$127M +$21.2M +20% 118
BWM
4525
Benchmark Wealth Management
Connecticut
$127M +$9.44M +8% 50