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
MWM
5701
MBE Wealth Management
Wisconsin
$162M -$33.4M -17% 100
CCM
5702
Crestwood Capital Management
New York
$162M -$6.96M -4% 18
PFG
5703
Prosperity Financial Group
California
$162M +$17.8M +12% 156
BSWA
5704
Bromfield Sneider Wealth Advisors
Massachusetts
$162M +$14.1M +10% 104
ADMI
5705
Albert D. Mason Inc
Massachusetts
$162M +$10.7M +7% 162
MC
5706
Metavasi Capital
New York
$162M +$27M +20% 38
OFA
5707
Onyx Financial Advisors
Idaho
$162M +$24.8M +18% 15
MWA
5708
MN Wealth Advisors
Kansas
$162M +$16.5M +11% 94
HG
5709
Herbst Group
Connecticut
$162M +$5.66M +4% 68
BWA
5710
Boulder Wealth Advisors
Colorado
$161M 23
HWM
5711
HighMark Wealth Management
Minnesota
$161M +$25.8M +19% 624
FC
5712
Family CFO
California
$161M +$6.37M +4% 66
PM
5713
Penbrook Management
New York
$161M +$12.5M +8% 106
KIG
5714
Kessler Investment Group
Indiana
$161M -$2.07M -1% 213
IFS
5715
Intelligent Financial Strategies
Minnesota
$161M +$18.3M +13% 86
MCA
5716
Maryland Capital Advisors
Maryland
$161M +$9.77M +6% 237
EBWM
5717
Eagle Bluffs Wealth Management
Missouri
$161M +$14.3M +10% 70
E3F
5718
Eight 31 Financial
Texas
$161M -$2.18M -1% 88
EFS
5719
Econ Financial Services
Pennsylvania
$161M +$19M +13% 102
WDC
5720
Woodward Diversified Capital
California
$161M +$1.83M +1% 166
PCR
5721
Potrero Capital Research
California
$161M -$21.8M -12% 32
ICP
5722
Indus Capital Partners
New York
$161M +$10M +7% 6
RAM
5723
RedJay Asset Management
Ontario, Canada
$161M +$63.4M +65% 27
KCM
5724
Knoll Capital Management
Florida
$161M +$40M +33% 37
CG
5725
Column Group
California
$161M +$9.16M +6% 7