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
MLA
5476
MB, Levis & Associates
Pennsylvania
$200M -$3.05M -2% 308
PWS
5477
Physician Wealth Solutions
Nevada
$200M -$809K -0.4% 41
NIWA
5478
New Insight Wealth Advisors
California
$200M +$9.63M +5% 97
PFG
5479
Prosperity Financial Group
California
$200M +$21.6M +12% 180
KC
5480
Kinloch Capital
Virginia
$200M -$6.74M -3% 83
JWM
5481
Jupiter Wealth Management
Colorado
$200M +$4.11M +2% 101
MI
5482
Moneywise Inc
Virginia
$199M -$3.84M -2% 60
LWM
5483
Lodestone Wealth Management
Washington
$199M -$444K -0.2% 159
AIC
5484
Anthracite Investment Company
Texas
$199M -$12M -6% 103
RFA
5485
Register Financial Advisors
Georgia
$199M +$4.23M +2% 310
HAFS
5486
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$461K +0.2% 30
FCM
5487
Fogel Capital Management
Florida
$199M +$5.17M +3% 43
A
5488
Argentarii
Ohio
$199M 160
S
5489
Sunpointe
Missouri
$199M +$77.3M +64% 214
TWA
5490
Trellis Wealth Advisors
California
$199M -$891K -0.4% 35
DRS
5491
Deane Retirement Strategies
Louisiana
$199M -$6.35M -3% 86
TWM
5492
TCFG Wealth Management
California
$199M -$327K -0.2% 243
BCM
5493
Birch Capital Management
Texas
$199M -$5.99M -3% 91
SV
5494
Stilwell Value
New York
$198M -$1.37M -0.7% 35
ITB
5495
Idaho Trust Bank
Idaho
$198M -$8.72M -4% 83
MIRH
5496
Madison International Realty Holdings
New York
$198M -$7.4M -4% 2
SCM
5497
Sitrin Capital Management
California
$198M -$1.82M -0.9% 44
NRW
5498
Nova R Wealth
Kansas
$198M -$4.73M -2% 88
BMC
5499
Beaton Management Company
Massachusetts
$198M +$666K +0.3% 137
SIA
5500
SGL Investment Advisors
Montana
$198M +$3.52M +2% 122