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
5351
Mosaic Advisors
Texas
$109M 29
FGAM
5352
Financial Gravity Asset Management
Texas
$109M 843
RRA
5353
Round Rock Advisors
Connecticut
$109M 55
MTM
5354
Millennium TVP Management
New York
$109M -$18.2M -14% 5
LF
5355
LifeSteps Financial
California
$109M +$14.2M +15% 87
FIG
5356
Freed Investment Group
Massachusetts
$109M 16
NED
5357
Nancy E. Dempze
$109M +$10.3M +10% 67
VCWA
5358
Vanguard Capital Wealth Advisors
Colorado
$109M 145
MPIM
5359
McGinn Penninger Investment Management
Virginia
$109M 33
EFG
5360
Everhart Financial Group
Ohio
$108M 80
HPWM
5361
High Pines Wealth Management
Massachusetts
$108M 40
EL
5362
EQ LLC
Washington
$108M 48
CWM
5363
Chicago Wealth Management
Illinois
$108M +$19.6M +22% 32
NIMC
5364
Nierenberg Investment Management Company
Washington
$108M 32
FA
5365
Financial Advantage
Maryland
$108M +$2.7M +3% 123
CM
5366
CM Management
Florida
$108M 80
SMF
5367
Sterling Manor Financial
New York
$108M 74
SR
5368
Sloane Robinson
United Kingdom
$108M -$36M -25% 23
ECT
5369
Ebor Charitable Trust
Wyoming
$108M +$11.1M +12% 2
EW
5370
Element Wealth
Mississippi
$108M +$14.6M +16% 158
SWA
5371
Safir Wealth Advisors
New Hampshire
$108M 41
HIP
5372
HPS Investment Partners
New York
$108M 8
FPW
5373
Flagship Private Wealth
Massachusetts
$108M 308
PAEMF
5374
Panview Asian Equity Master Fund
Hong Kong
$107M 7
AF
5375
Aldebaran Financial
$107M +$11.3M +12% 84