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
MW
5001
Melia Wealth
Oklahoma
$190M 16
TP
5002
Toronado Partners
California
$190M +$13.8M +8% 12
IWN
5003
Independent Wealth Network
Iowa
$190M +$27.5M +17% 224
ALS
5004
Andrew L. Share
$190M -$63.9M -25% 12
BAM
5005
Bayshore Asset Management
Florida
$190M +$19.1M +11% 34
WMA
5006
Wealth Management Associates
New Jersey
$189M +$18.2M +11% 211
BFS
5007
Burrus Financial Services
Utah
$189M +$13.4M +8% 11
P2P
5008
Phase 2 Partners
California
$189M -$37.1M -16% 32
AIA
5009
Armor Investment Advisors
North Carolina
$189M +$20.7M +12% 164
MS
5010
Marshall & Sullivan
Washington
$189M +$17.6M +10% 39
LFA
5011
LifeGuide Financial Advisors
Pennsylvania
$189M +$18.1M +11% 43
EIA
5012
Eastover Investment Advisors
North Carolina
$189M +$22.8M +14% 46
MAM
5013
MMA Asset Management
Pennsylvania
$189M +$16.2M +9% 122
RA
5014
Ruggaard & Associates
Ohio
$189M +$21M +13% 117
OCPWS
5015
One Charles Private Wealth Services
Massachusetts
$189M +$17.9M +10% 141
MS
5016
Madden Securities
Texas
$189M +$11.9M +7% 100
NERM
5017
New England Research & Management
Illinois
$189M +$13.3M +8% 169
PK
5018
Pflug Koory
Nebraska
$189M +$15.8M +9% 412
CRI
5019
Commonwealth Retirement Investments
Virginia
$189M +$15.5M +9% 86
SVGI
5020
Sozo Ventures GP II
California
$189M +$107M +132% 1
HPM
5021
Hoxton Planning & Management
West Virginia
$189M +$34.4M +22% 161
CCC
5022
Chelsea Counsel Company
California
$189M -$5.86M -3% 171
FWM
5023
Fonville Wealth Management
Virginia
$188M 86
CFLC
5024
California First Leasing Corp
California
$188M +$15.3M +9% 39
BAM
5025
Blueshift Asset Management
New Jersey
$188M +$18.8M +11% 396