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
MAWCM
5201
Mine & Arao Wealth Creation & Management
California
$246M +$22.1M +10% 78
MCM
5202
Moerus Capital Management
New York
$246M +$11.7M +5% 14
GFA
5203
Grunden Financial Advisory
Texas
$246M +$19.5M +9% 32
MWA
5204
Mills Wealth Advisors
Texas
$246M +$27.7M +13% 74
TWA
5205
Trellis Wealth Advisors
California
$246M +$16M +7% 38
KIC
5206
Kensington Investment Counsel
California
$246M +$12.3M +5% 108
RFG
5207
RFP Financial Group
Georgia
$246M +$3.34M +1% 112
PWM
5208
Parkshore Wealth Management
California
$245M +$40.8M +20% 70
RSC
5209
Red Spruce Capital
Pennsylvania
$245M +$14.5M +6% 93
GBI
5210
GP Brinson Investments
Illinois
$245M +$10.7M +5% 16
KTM
5211
Keeler Thomas Management
Utah
$245M +$12.7M +5% 110
NAG
5212
Northstar Advisory Group
New Jersey
$245M +$40.1M +20% 122
LCAM
5213
Long Corridor Asset Management
Hong Kong
$245M -$32.5M -12% 25
BIA
5214
Beacon Investment Advisors
Maryland
$244M +$12.6M +5% 167
AC
5215
AMS Capital
Brazil
$244M -$20.3M -8% 18
TW
5216
Towerpoint Wealth
California
$244M +$18.8M +8% 94
AA
5217
AJ Advisors
Tennessee
$244M +$19.6M +9% 38
CIA
5218
Caerus Investment Advisors
Texas
$244M +$139M +133% 269
HFP
5219
Holistic Financial Partners
Indiana
$244M +$15.8M +7% 140
1NWS
5220
1 North Wealth Services
Maryland
$244M -$7.87M -3% 276
BCM
5221
Brightline Capital Management
Florida
$244M +$11.8M +5% 16
SCA
5222
Strathmore Capital Advisors
North Carolina
$244M +$17.7M +8% 108
WFG
5223
Wills Financial Group
Virginia
$244M +$13.4M +6% 71
PF
5224
Parker Financial
Washington
$244M +$12.3M +5% 37
CW
5225
Curio Wealth
Maryland
$244M +$15.5M +7% 404