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
MA
5326
Mosaic Advisors
Texas
$109M 29
FGAM
5327
Financial Gravity Asset Management
Texas
$109M 843
RRA
5328
Round Rock Advisors
Connecticut
$109M 55
MTM
5329
Millennium TVP Management
New York
$109M -$18.2M -14% 5
LF
5330
LifeSteps Financial
California
$109M +$14.2M +15% 87
FIG
5331
Freed Investment Group
Massachusetts
$109M 16
NED
5332
Nancy E. Dempze
$109M +$10.3M +10% 67
VCWA
5333
Vanguard Capital Wealth Advisors
Colorado
$109M 145
MPIM
5334
McGinn Penninger Investment Management
Virginia
$109M 33
EFG
5335
Everhart Financial Group
Ohio
$108M 80
HPWM
5336
High Pines Wealth Management
Massachusetts
$108M 40
EL
5337
EQ LLC
Washington
$108M 48
CWM
5338
Chicago Wealth Management
Illinois
$108M +$19.6M +22% 32
NIMC
5339
Nierenberg Investment Management Company
Washington
$108M 32
FA
5340
Financial Advantage
Maryland
$108M +$2.7M +3% 123
AFA
5341
AllGen Financial Advisors
Florida
$108M 32
CM
5342
CM Management
Florida
$108M 80
SMF
5343
Sterling Manor Financial
New York
$108M 74
SR
5344
Sloane Robinson
United Kingdom
$108M -$36M -25% 23
ECT
5345
Ebor Charitable Trust
Wyoming
$108M +$11.1M +12% 2
EW
5346
Element Wealth
Mississippi
$108M +$14.6M +16% 158
SWA
5347
Safir Wealth Advisors
New Hampshire
$108M 41
HIP
5348
HPS Investment Partners
New York
$108M 8
FPW
5349
Flagship Private Wealth
Massachusetts
$108M 308
PAEMF
5350
Panview Asian Equity Master Fund
Hong Kong
$107M 7