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
MMM
5426
Mendel Money Management
Illinois
$239M +$1.09M +0.5% 154
CCAM
5427
Cascades Capital Asset Management
North Carolina
$239M +$11.7M +5% 173
JCFM
5428
JBR Co Financial Management
Oklahoma
$239M +$2.54M +1% 128
MWM
5429
MBE Wealth Management
Wisconsin
$239M +$7.62M +3% 142
NEPPG
5430
New England Professional Planning Group
Rhode Island
$239M +$20.4M +9% 52
CWMGP
5431
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$2.46M +1% 91
CA
5432
Cresta Advisors
Texas
$239M +$14.4M +6% 167
CI
5433
Cordant Inc
Oregon
$239M +$16.9M +8% 72
RP
5434
Raelipskie Partnership
Ontario, Canada
$239M +$5.68M +2% 120
HAM
5435
Harber Asset Management
North Carolina
$238M -$40.5M -15% 45
RCM
5436
Robinson Capital Management
Michigan
$238M +$99.3M +71% 127
TPF
5437
Tribridge Partners Financial
Maryland
$238M +$20.6M +9% 78
MAG
5438
MRA Advisory Group
New Jersey
$238M +$8.91M +4% 153
I
5439
IMPACTfolio
Colorado
$238M +$6.28M +3% 42
BWA
5440
BlueChip Wealth Advisors
Georgia
$238M +$3.76M +2% 170
AWM
5441
Aviso Wealth Management
Washington
$238M +$8.47M +4% 151
IIM
5442
Ironwood Investment Management
Massachusetts
$238M +$8.5M +4% 180
DAM
5443
Decagon Asset Management
United Kingdom
$238M +$48.3M +26% 82
GSB
5444
Greenfield Savings Bank
Massachusetts
$238M +$703K +0.3% 149
AFS
5445
Axiom Financial Strategies
Indiana
$238M +$5.29M +2% 50
EFA
5446
Edge Financial Advisors
Illinois
$238M +$14.5M +6% 144
AC
5447
Alfreton Capital
United Kingdom
$238M +$6.24M +3% 5
2L
5448
22NW LP
Washington
$238M +$25.3M +12% 22
FC
5449
Foursixthree Capital
New York
$238M -$47.2M -17% 21
MLA
5450
MB, Levis & Associates
Pennsylvania
$238M +$6.44M +3% 262