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
5351
Midwest Wealth Management
Indiana
$109M 93
PFWA
5352
Paces Ferry Wealth Advisors
Georgia
$109M -$5.22M -5% 1,316
SAM
5353
Simplify Asset Management
Nevada
$109M 24
STC
5354
Sarah T. Connolly
$109M 88
MA
5355
Mosaic Advisors
Texas
$109M 29
FGAM
5356
Financial Gravity Asset Management
Texas
$109M 843
RRA
5357
Round Rock Advisors
Connecticut
$109M 55
MTM
5358
Millennium TVP Management
New York
$109M -$18.2M -14% 5
LF
5359
LifeSteps Financial
California
$109M +$14.2M +15% 87
FIG
5360
Freed Investment Group
Massachusetts
$109M 16
NED
5361
Nancy E. Dempze
$109M +$10.3M +10% 67
VCWA
5362
Vanguard Capital Wealth Advisors
Colorado
$109M 145
MPIM
5363
McGinn Penninger Investment Management
Virginia
$109M 33
EFG
5364
Everhart Financial Group
Ohio
$108M 80
HPWM
5365
High Pines Wealth Management
Massachusetts
$108M 40
EL
5366
EQ LLC
Washington
$108M 48
CWM
5367
Chicago Wealth Management
Illinois
$108M +$19.6M +22% 32
NIMC
5368
Nierenberg Investment Management Company
Washington
$108M 32
FA
5369
Financial Advantage
Maryland
$108M +$2.7M +3% 123
CM
5370
CM Management
Florida
$108M 80
SMF
5371
Sterling Manor Financial
New York
$108M 74
SR
5372
Sloane Robinson
United Kingdom
$108M -$36M -25% 23
ECT
5373
Ebor Charitable Trust
Wyoming
$108M +$11.1M +12% 2
EW
5374
Element Wealth
Mississippi
$108M +$14.6M +16% 158
SWA
5375
Safir Wealth Advisors
New Hampshire
$108M 41