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
MHB
5676
Midwest Heritage Bank
Iowa
$124M +$20.9M +20% 62
MWP
5677
Meredith Wealth Planning
Illinois
$124M +$8.12M +7% 68
JHA
5678
Jackson Hill Advisors
Texas
$124M +$8.51M +7% 11
SFMG
5679
Sage Financial Management Group
Virginia
$124M -$19M -13% 42
MWA
5680
Mills Wealth Advisors
Texas
$124M +$13.5M +12% 55
TI
5681
TTP Investments
California
$124M +$30.1M +32% 43
BHCM
5682
Boulder Hill Capital Management
New York
$124M +$3.69M +3% 236
PFWA
5683
Paces Ferry Wealth Advisors
Georgia
$124M +$21.2M +21% 117
CWA
5684
Capital Wealth Alliance
Arizona
$124M +$4.61M +4% 124
EPIM
5685
Equinox Partners Investment Management
Connecticut
$124M -$29.2M -19% 13
LFA
5686
Lauterbach Financial Advisors
Texas
$124M +$11.6M +10% 60
AGFVA
5687
Accel Growth Fund V Associates
California
$124M -$1.59M -1% 2
GAM
5688
GEM Asset Management
Michigan
$124M +$6.99M +6% 76
EV
5689
Eclipse Ventures
California
$124M +$12.8M +12% 3
MIC
5690
Maxi Investments CY
Cyprus
$124M +$17.9M +17% 54
SWM
5691
Salvus Wealth Management
New Jersey
$124M +$14.6M +13% 108
PWM
5692
Prosperity Wealth Management
California
$123M +$22.7M +23% 160
ACMA
5693
Arbor Capital Management (Alaska)
Alaska
$123M +$10.8M +10% 110
SMP
5694
Santa Monica Partners
Florida
$123M -$14.9M -11% 19
SWM
5695
Shelton Wealth Management
Texas
$123M -$3.36M -3% 72
SCGDR
5696
Sharp Capital Gestora de Recursos
Brazil
$123M +$5.66M +5% 9
WWM
5697
Wolff Wiese Magana
California
$123M +$6.56M +6% 837
AWM
5698
Aspire Wealth Management
Massachusetts
$123M +$8.38M +7% 203
FOFP
5699
Fee-Only Financial Planning
South Carolina
$123M +$3.78M +3% 42
RPG
5700
Resource Planning Group
Georgia
$123M -$1.77M -1% 67