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
M
5751
MYeCFO
California
$185M +$674K +0.4% 58
SMP
5752
Santa Monica Partners
Florida
$185M +$15.4M +9% 19
MFG
5753
Marmo Financial Group
Tennessee
$185M -$2.29M -1% 28
MCM
5754
M1 Capital Management
Michigan
$185M 86
SCM
5755
Sterneck Capital Management
Missouri
$185M +$255K +0.1% 108
WAM
5756
WFA Asset Management
Wisconsin
$185M +$926K +0.5% 226
LIM
5757
Lagoda Investment Management
New York
$185M +$10.8M +6% 34
HWM
5758
Howard Wealth Management
Connecticut
$185M +$13.1M +8% 120
EP
5759
EPIQ Partners
Minnesota
$185M +$4.29M +2% 84
RCM
5760
Regency Capital Management
Hawaii
$185M +$2.73M +2% 53
EF
5761
Elite Financial
Idaho
$185M 50
PP
5762
Patron Partners
Texas
$184M +$3.49M +2% 181
RWP
5763
Ridgecrest Wealth Partners
California
$184M -$7.43M -4% 119
HKIMG
5764
Hutchens & Kramer Investment Management Group
Indiana
$184M +$3.95M +2% 173
FCFC
5765
First Citizens Financial Corp
Iowa
$184M -$4.85M -3% 127
CIG
5766
CHB Investment Group
Pennsylvania
$184M -$4.34M -2% 74
DFS
5767
Dixon Fnancial Services
California
$184M -$4.19M -2% 39
HBT
5768
Heartland Bank & Trust
Illinois
$184M -$1.21M -0.7% 161
GWM
5769
Glass Wealth Management
Texas
$184M +$3.01M +2% 58
BCM
5770
BluePath Capital Management
Georgia
$184M +$24.3M +15% 110
PP
5771
PFS Partners
New Jersey
$184M +$9.98M +6% 463
PSF
5772
Pacific Sun Financial
California
$184M +$2.24M +1% 189
LAM
5773
Lifestyle Asset Management
Texas
$184M +$2.44M +1% 121
AIA
5774
Arcadia Investment Advisors
Idaho
$184M -$3.06M -2% 82
GWM
5775
GoalFusion Wealth Management
Texas
$183M +$2.97M +2% 30