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
MWM
5326
McNaughton Wealth Management
California
$237M +$12.9M +6% 76
BC
5327
Bowman & Company
Wisconsin
$237M +$12.9M +6% 110
AAMC
5328
Asset Allocation & Management Company
Illinois
$237M +$21M +10% 96
GFP
5329
Guardian Financial Partners
California
$237M +$14.4M +6% 63
GSB
5330
Greenfield Savings Bank
Massachusetts
$237M +$16.6M +8% 153
DWM
5331
Dopkins Wealth Management
New York
$237M +$14M +6% 83
RI
5332
Ridgewood Investments
New Jersey
$237M +$6.03M +3% 687
JCA
5333
Juniper Capital Advisors
Texas
$237M +$55.6M +31% 1
SFG
5334
Socha Financial Group
New York
$237M +$12.1M +5% 26
HCM
5335
Hutner Capital Management
Vermont
$236M +$16.6M +8% 44
IFO
5336
Independent Family Office
New York
$236M +$20.6M +10% 80
JCFM
5337
JBR Co Financial Management
Oklahoma
$236M +$33.8M +17% 122
SVWG
5338
Shared Vision Wealth Group
United States
$236M +$36M +18% 99
CWMGP
5339
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$236M +$132M +127% 81
FWM
5340
FMB Wealth Management
California
$236M +$26.1M +12% 91
PVM
5341
Palogic Value Management
Texas
$236M -$1.61M -0.7% 188
ACM
5342
Ardent Capital Management
Ohio
$236M +$27.5M +13% 52
G
5343
Gainplan
Michigan
$236M +$15.7M +7% 72
NRW
5344
Nova R Wealth
Kansas
$236M +$20.8M +10% 87
MTIM
5345
Marathon Trading Investment Management
Pennsylvania
$236M +$69.1M +41% 181
EFP
5346
Envision Financial Planning
Tennessee
$236M +$22M +10% 49
RWMG
5347
Redwood Wealth Management Group
New Jersey
$236M +$13.2M +6% 193
VP
5348
Verisail Partners
Georgia
$236M +$227K +0.1% 35
SRWM
5349
Shira Ridge Wealth Management
California
$236M +$16.7M +8% 89
IAA
5350
Independence Asset Advisors
Pennsylvania
$236M +$74.9M +47% 19