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
MPPW
5301
Mitchell & Pahl Private Wealth
Oklahoma
$238M +$12.1M +5% 146
GPA
5302
Garrison Point Advisors
California
$238M +$20.6M +9% 174
KW
5303
Keyvantage Wealth
Pennsylvania
$238M +$15.6M +7% 103
LIA
5304
LifePlan Investment Advisors
North Carolina
$238M +$37M +18% 115
ACM
5305
Accent Capital Management
Ohio
$238M +$14.1M +6% 458
CCM
5306
Conway Capital Management
California
$238M +$14.8M +7% 54
BMCM
5307
Burns Matteson Capital Management
New York
$238M +$31.3M +15% 240
FWP
5308
Fiduciary Wealth Partners
Massachusetts
$238M +$132M +124% 99
EC
5309
Euclidean Capital
New York
$238M -$67.7M -22% 11
GPW
5310
Genesis Private Wealth
Virginia
$238M +$25.7M +12% 177
PCG
5311
PFC Capital Group
California
$238M +$22M +10% 88
TS
5312
TradeWell Securities
Indiana
$238M +$28.8M +14% 46
GHA
5313
Granite Harbor Advisors
Texas
$238M +$24.9M +12% 132
MMM
5314
Mendel Money Management
Illinois
$238M +$12M +5% 157
HCM
5315
HMS Capital Management
Tennessee
$238M +$16M +7% 110
HCM
5316
Horrell Capital Management
Arkansas
$238M -$8.32M -3% 199
DMBA
5317
Deseret Mutual Benefit Administrators
Utah
$238M +$24.3M +11% 525
DWA
5318
Delap Wealth Advisory
Oregon
$238M +$29.3M +14% 85
BRG
5319
Bay Rivers Group
Virginia
$237M +$18.9M +9% 95
GWS
5320
Greykasell Wealth Strategies
California
$237M +$28.8M +14% 412
APSI
5321
Asset Planning Services Inc
Louisiana
$237M +$19.8M +9% 36
CCP
5322
Carmel Capital Partners
California
$237M -$48M -17% 160
DA
5323
DCM Advisors
New York
$237M +$3.87M +2% 41
MWM
5324
McNaughton Wealth Management
California
$237M +$12.9M +6% 76
BC
5325
Bowman & Company
Wisconsin
$237M +$12.9M +6% 110