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
MBFW
4601
Morton Brown Family Wealth
Pennsylvania
$242M +$14M +6% 305
MECA
4602
Miller Equity Capital Advisors
Texas
$242M +$20.9M +9% 56
EML
4603
Eos Management LP
New York
$242M +$16.2M +7% 47
CF
4604
Convergence Financial
Missouri
$242M +$18.2M +8% 53
AC
4605
Almitas Capital
California
$242M -$48.2M -17% 122
CIEP
4606
Constellation Investimentos e Participacoes
Brazil
$242M -$42M -15% 12
IAG
4607
Investment Advisory Group
Massachusetts
$242M +$24.3M +11% 163
CCP
4608
Carmel Capital Partners
California
$242M +$46M +24% 171
BWM
4609
Brown Wealth Management
Illinois
$242M +$15.8M +7% 99
IIA
4610
Integral Investment Advisors
California
$242M +$84.8M +54% 147
MAM
4611
Mystic Asset Management
Rhode Island
$242M +$32.5M +16% 166
BCIM
4612
Bishop & Co Investment Management
Pennsylvania
$242M +$3.9M +2% 26
CPP
4613
Capasso Planning Partners
South Carolina
$241M +$27.2M +13% 113
KFA
4614
Kelleher Financial Advisors
New York
$241M +$28.2M +13% 125
TWM
4615
TriaGen Wealth Management
California
$241M +$31.2M +15% 176
CFCI
4616
Comprehensive Financial Consultants Institutional
Indiana
$241M +$25.9M +12% 169
IPW
4617
IronBridge Private Wealth
Texas
$241M +$35.9M +18% 45
BHA
4618
Beech Hill Advisors
New York
$241M +$33.9M +16% 98
SAMT
4619
Select Asset Management & Trust
Pennsylvania
$241M +$37.7M +19% 69
WW
4620
Westshore Wealth
California
$241M +$23.9M +11% 107
RL
4621
Retireful LLC
Michigan
$241M +$10.7M +5% 144
UOMF
4622
University of Massachusetts Foundation
Massachusetts
$240M +$14.4M +6% 4
TCM
4623
Thames Capital Management
New Jersey
$240M +$46.2M +24% 29
TAM
4624
Tabor Asset Management
New York
$240M +$26.8M +13% 50
SHFA
4625
SS&H Financial Advisors
Michigan
$240M +$4.29M +2% 119