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
PWIA
5426
Porter White Investment Advisors
Alabama
$215M +$12.6M +6% 37
MAM
5427
Mirabaud Asset Management
United Kingdom
$215M +$23.5M +12% 45
MFG
5428
Mainsail Financial Group
Washington
$215M +$38.2M +22% 60
CC
5429
Checkpoint Capital
California
$215M +$32.3M +18% 14
MSWM
5430
Master's Wealth Management
Pennsylvania
$214M +$23.8M +12% 51
ORC
5431
O'Rourke & Company
Massachusetts
$214M +$12.7M +6% 161
LAM
5432
Lifestyle Asset Management
Texas
$214M +$32.3M +18% 150
MBI
5433
May Barnhard Investments
Maryland
$214M +$13.8M +7% 92
AWM
5434
Aviso Wealth Management
Washington
$214M +$26M +14% 148
ICM
5435
IMS Capital Management
Oregon
$214M +$15.7M +8% 157
SCP
5436
Sender Company & Partners
New York
$214M +$79.4M +59% 250
EFP
5437
Envision Financial Planning
Tennessee
$214M +$17.7M +9% 49
LAI
5438
Legal Advantage Investments
California
$214M +$28.6M +15% 102
AGP
5439
Autumn Glory Partners
Texas
$214M +$12.3M +6% 199
WFP
5440
Wrenne Financial Planning
Kentucky
$214M +$25.6M +14% 48
SI
5441
Saxon Interests
Texas
$214M $0 0% 186
FF
5442
Foronjy Financial
California
$214M 106
MWA
5443
Miller Wealth Advisors
Colorado
$214M +$33.5M +19% 104
BSAM
5444
Blue Square Asset Management
New York
$214M +$27.7M +15% 68
MAG
5445
MRA Advisory Group
New Jersey
$214M +$26.1M +14% 158
BAM
5446
Bastion Asset Management
Canada
$213M +$27.8M +15% 83
IAG
5447
Investmark Advisory Group
Connecticut
$213M +$11M +5% 131
HBT
5448
Heartland Bank & Trust
Illinois
$213M +$18.6M +10% 179
DMBA
5449
Deseret Mutual Benefit Administrators
Utah
$213M +$11.9M +6% 504
CCIA
5450
Cherry Creek Investment Advisors
Colorado
$213M +$21.1M +11% 124