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
MCM
5701
Mendel Capital Management
Arkansas
$122M -$3.25M -3% 93
BAM
5702
Beaumont Asset Management
Texas
$122M -$10.1M -8% 72
WAL
5703
W Advisors LLC
Tennessee
$122M -$5.96M -5% 108
TWP
5704
Tower Wealth Partners
Pennsylvania
$122M -$3.08M -2% 51
EPCA
5705
Elizabeth Park Capital Advisors
Ohio
$122M -$15.6M -11% 52
TFP
5706
TrueWealth Financial Partners
Washington
$122M +$701K +0.6% 17
DAM
5707
Diamant Asset Management
Connecticut
$122M -$9.26M -7% 70
LODC
5708
Lanham O'Dell & Company
West Virginia
$122M +$11.1M +10% 18
BA
5709
Ballew Advisors
Mississippi
$121M -$17M -12% 113
PWM
5710
Peterson Wealth Management
Nevada
$121M -$4.76M -4% 69
YWM
5711
Yoder Wealth Management
California
$121M -$5.73M -5% 84
LAM
5712
LifePro Asset Management
California
$121M -$8.47M -7% 129
3C
5713
325 Capital
New York
$121M -$30.5M -20% 9
WAM
5714
Werlinich Asset Management
Connecticut
$121M -$3.46M -3% 58
TFG
5715
Team Financial Group
California
$121M 207
PFG
5716
Prosperity Financial Group
California
$121M +$7.47M +7% 142
PPWM
5717
Paragon Private Wealth Management
Kentucky
$121M -$4.64M -4% 135
SFSG
5718
Sound Financial Strategies Group
Mississippi
$121M -$15.9M -12% 85
BAM
5719
Byrne Asset Management
New Jersey
$121M -$32.9M -21% 677
SCM
5720
Stadium Capital Management
Connecticut
$121M +$5.28M +5% 13
RCF
5721
Rainwater Charitable Foundation
Texas
$121M -$16.7M -12% 4
ECP
5722
Epacria Capital Partners
Colorado
$121M -$1.41M -1% 62
BDAM
5723
Blue Door Asset Management
Connecticut
$121M -$4.05M -3% 23
AC
5724
AIFG Consultants
New York
$121M -$3.99M -3% 41
HWM
5725
HighMark Wealth Management
Minnesota
$121M -$12.5M -9% 590