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
5801
Maripau Wealth Management
Indiana
$174M +$5.63M +3% 151
FFL
5802
Financial Freedom LLC
Ohio
$174M -$15.5M -8% 371
TS
5803
Twin Securities
New York
$174M +$4.51M +3% 21
BFP
5804
Beacon Financial Planning
Massachusetts
$174M +$2.19M +1% 48
TCPG
5805
Trivant Custom Portfolio Group
California
$174M +$2.65M +2% 226
LIA
5806
LifePlan Investment Advisors
North Carolina
$174M +$12.2M +8% 106
SIA
5807
Schear Investment Advisers
Ohio
$174M -$14.2M -8% 92
AL
5808
ADE LLC
Maryland
$174M +$10.7M +7% 84
CSPIA
5809
Cary Street Partners Investment Advisory
Virginia
$173M +$21M +14% 596
GCCM
5810
Gate City Capital Management
Illinois
$173M +$7.68M +5% 16
MAG
5811
Mayfair Advisory Group
Alabama
$173M +$3.58M +2% 166
KFS
5812
Kaizen Financial Strategies
California
$173M -$3.29M -2% 151
HIP
5813
Hengistbury Investment Partners
United Kingdom
$173M +$36.3M +26% 5
GWM
5814
Global Wealth Management
New Jersey
$173M +$16.7M +11% 31
TFG
5815
Team Financial Group
California
$173M -$1.1M -0.6% 41
ACM
5816
Accent Capital Management
Ohio
$173M -$2.46M -1% 340
ACM
5817
Absolute Capital Management
Pennsylvania
$173M -$7.82M -4% 131
NIA
5818
NBZ Investment Advisors
Tennessee
$173M -$5.61M -3% 74
AWA
5819
AmeriServ Wealth Advisors
Pennsylvania
$173M -$12.4M -7% 73
SC
5820
Summa Corp
Texas
$173M -$31M -15% 65
VOMP
5821
Vision One Management Partners
Florida
$173M -$14M -7% 10
CH
5822
CVS Health
Rhode Island
$173M -$61.1M -26% 3
HM
5823
HCEP Management
Hong Kong
$173M +$47.6M +38% 16
HWMT
5824
Heritage Wealth Management (Texas)
Texas
$173M +$2.72M +2% 35
CWM
5825
CarsonAllaria Wealth Management
Illinois
$173M -$2.09M -1% 378