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
MMM
5001
Mendel Money Management
Illinois
$224M -$7.34M -3% 140
SFPG
5002
Stonebridge Financial Planning Group
Florida
$224M +$14M +7% 165
FFA
5003
Florida Financial Advisors
Florida
$224M +$29.9M +15% 209
BTIM
5004
BancFirst Trust & Investment Management
Oklahoma
$224M -$75.3M -25% 56
AWM
5005
Altus Wealth Management
Kentucky
$224M +$10.4M +5% 42
KCFA
5006
Key Client Fiduciary Advisors
New Jersey
$223M +$3.85M +2% 200
TPW
5007
TL Private Wealth
Texas
$223M -$106K -0% 45
MIM
5008
Meros Investment Management
Texas
$223M +$2.32M +1% 44
PKC
5009
Palmer Knight Company
Florida
$223M -$4.32M -2% 35
ACM
5010
Azarias Capital Management
Pennsylvania
$223M -$1.71M -0.8% 22
SM
5011
STF Management
Texas
$223M +$3.09M +1% 105
BWG
5012
Balanced Wealth Group
Ohio
$223M -$3.17M -1% 68
BAM
5013
Bosun Asset Management
Illinois
$223M +$15.3M +7% 219
HHGC
5014
Hunting Hill Global Capital
New York
$223M +$152M +213% 85
MFC
5015
Mechanics Financial Corp
Ohio
$223M -$5.82M -3% 256
SAMC
5016
Spectrum Asset Management (California)
California
$223M -$13.8M -6% 103
JHWEPV
5017
J.H. Whitney Equity Partners VII
Connecticut
$222M -$30.7M -12% 1
CPW
5018
Crestmont Private Wealth
Texas
$222M -$6.53M -3% 122
M
5019
Murchinson
Ontario, Canada
$222M -$22.8M -9% 107
AC
5020
AXQ Capital
New Jersey
$222M -$109M -33% 660
SF
5021
Slagle Financial
Illinois
$222M -$3.18M -1% 117
DWM
5022
Denver Wealth Management
Colorado
$222M +$6.07M +3% 88
FW
5023
Fairway Wealth
Ohio
$222M +$25.2M +13% 240
NCM
5024
NCM Capital Management
New Jersey
$222M +$13.6M +7% 176
AFS
5025
Amtrust Financial Services
New York
$222M +$4.7M +2% 15