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
4901
MGB Wealth Management
Texas
$199M 259
FIC
4902
Family Investment Center
Missouri
$199M +$33.3M +20% 73
WCA
4903
Whetstone Capital Advisors
Kansas
$199M +$18.1M +10% 38
HS
4904
Horan Securities
United States
$199M +$10.9M +6% 113
OIA
4905
Optimum Investment Advisors
Illinois
$199M +$3.54M +2% 737
TW
4906
Traveka Wealth
California
$199M 124
AC
4907
Aristides Capital
Kentucky
$199M +$48.7M +32% 304
SWM
4908
Selective Wealth Management
Virginia
$199M +$16.5M +9% 94
QL
4909
Quarry LP
New York
$198M +$43.3M +28% 1,660
EP
4910
Essential Planning
New Hampshire
$198M +$17.6M +10% 67
WFG
4911
Wills Financial Group
Virginia
$198M +$13.2M +7% 66
SIC
4912
Samalin Investment Counsel
New York
$198M +$23.9M +14% 283
FCMI
4913
Foresite Capital Management IV
California
$198M +$17.8M +10% 7
JCM
4914
Jacobsen Capital Management
Utah
$198M +$13.5M +7% 86
CCA
4915
Cadent Capital Advisors
Oklahoma
$198M -$8.3M -4% 136
SC
4916
Saiph Capital
New Jersey
$198M +$14.8M +8% 47
BSA
4917
Bull Street Advisors
Georgia
$198M +$8.59M +5% 92
IAMOG
4918
Investors Asset Management of Georgia
Georgia
$197M +$16.1M +9% 172
AFA
4919
Alpha Financial Advisors
North Carolina
$197M +$39.4M +25% 49
EFA
4920
Evernest Financial Advisors
Indiana
$197M 122
CWA
4921
Consilio Wealth Advisors
Washington
$197M +$25.1M +15% 60
CSC
4922
Caldwell Sutter Capital
California
$197M +$16.1M +9% 992
MPM
4923
Mountaineer Partners Management
New York
$197M +$40.7M +26% 15
PWP
4924
Precedent Wealth Partners
Texas
$197M 131
RH
4925
RFG Holdings
Texas
$197M +$19.6M +11% 28