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
WE
4501
Wealth Effects
Massachusetts
$195M +$20.1M +11% 207
ADIM
4502
Alpha DNA Investment Management
Maryland
$195M +$6.94M +4% 213
EA
4503
Eclectic Associates
California
$195M -$10.4M -5% 85
ACM
4504
Avalon Capital Management
California
$195M -$3.62M -2% 60
AFM
4505
Andesa Financial Management
Pennsylvania
$195M +$11.6M +6% 158
SRC
4506
Samson Rock Capital
United Kingdom
$195M +$78.3M +67% 29
EW
4507
Enzi Wealth
Texas
$195M -$14.6M -7% 72
HS
4508
Horan Securities
United States
$195M +$16.9M +9% 847
EC
4509
EdgeRock Capital
Colorado
$195M +$15.6M +9% 67
MIM
4510
MTM Investment Management
South Carolina
$195M +$2.15M +1% 277
AS
4511
American Securities
New York
$195M +$92.6M +91% 1
MPW
4512
Monterey Private Wealth
California
$195M +$9.41M +5% 104
ECM
4513
Endurant Capital Management
California
$195M -$51.6M -21% 71
BFWA
4514
Benchmark Financial Wealth Advisors
Florida
$195M +$10.8M +6% 73
MWM
4515
MTC Wealth Management
Florida
$195M +$6.46M +3% 13
MRCM
4516
Mill Road Capital Management
Connecticut
$194M +$13.6M +8% 28
PWS
4517
Peterson Wealth Services
Utah
$194M +$19.7M +11% 95
MCA
4518
Magnolia Capital Advisors
Mississippi
$194M +$43.8M +29% 153
RM
4519
Radcliff Management
New York
$194M +$23.9M +14% 2
FWM
4520
Forza Wealth Management
Florida
$194M +$43.5M +29% 179
BWA
4521
Bordeaux Wealth Advisors
California
$194M +$11.8M +6% 103
FA
4522
Forefront Analytics
Pennsylvania
$194M +$6.3M +3% 81
GFPC
4523
Global Financial Private Client
Florida
$194M +$15.3M +9% 700
GIP
4524
Gavilan Investment Partners
California
$194M +$96.5M +99% 14
ONGA
4525
O'Neil Global Advisors
California
$194M +$172M +795% 88