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
CHA
4501
Carmichael Hill & Associates
Maryland
$195M +$15.3M +8% 721
WE
4502
Wealth Effects
Massachusetts
$195M +$20.1M +11% 207
ADIM
4503
Alpha DNA Investment Management
Maryland
$195M +$6.94M +4% 213
EA
4504
Eclectic Associates
California
$195M -$10.4M -5% 85
ACM
4505
Avalon Capital Management
California
$195M -$3.62M -2% 60
AFM
4506
Andesa Financial Management
Pennsylvania
$195M +$11.6M +6% 158
SRC
4507
Samson Rock Capital
United Kingdom
$195M +$78.3M +67% 29
EW
4508
Enzi Wealth
Texas
$195M -$14.6M -7% 72
HS
4509
Horan Securities
United States
$195M +$16.9M +9% 847
EC
4510
EdgeRock Capital
Colorado
$195M +$15.6M +9% 67
MIM
4511
MTM Investment Management
South Carolina
$195M +$2.15M +1% 277
AS
4512
American Securities
New York
$195M +$92.6M +91% 1
MPW
4513
Monterey Private Wealth
California
$195M +$9.41M +5% 104
ECM
4514
Endurant Capital Management
California
$195M -$51.6M -21% 71
BFWA
4515
Benchmark Financial Wealth Advisors
Florida
$195M +$10.8M +6% 73
MWM
4516
MTC Wealth Management
Florida
$195M +$6.46M +3% 13
MRCM
4517
Mill Road Capital Management
Connecticut
$194M +$13.6M +8% 28
PWS
4518
Peterson Wealth Services
Utah
$194M +$19.7M +11% 95
MCA
4519
Magnolia Capital Advisors
Mississippi
$194M +$43.8M +29% 153
RM
4520
Radcliff Management
New York
$194M +$23.9M +14% 2
FWM
4521
Forza Wealth Management
Florida
$194M +$43.5M +29% 179
BWA
4522
Bordeaux Wealth Advisors
California
$194M +$11.8M +6% 103
FA
4523
Forefront Analytics
Pennsylvania
$194M +$6.3M +3% 81
GFPC
4524
Global Financial Private Client
Florida
$194M +$15.3M +9% 700
GIP
4525
Gavilan Investment Partners
California
$194M +$96.5M +99% 14