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
5826
Meritas Wealth Management
California
$171M +$4.28M +3% 54
NC
5827
Nipun Capital
California
$170M +$15.6M +10% 10
LCM
5828
LCM Capital Management
Illinois
$170M -$6.97M -4% 104
MIM
5829
Meros Investment Management
Texas
$170M -$53M -24% 46
CS
5830
Capital Square
Tennessee
$170M -$5.72M -3% 202
MWA
5831
MN Wealth Advisors
Kansas
$170M -$7.46M -4% 111
SAS
5832
Sage Advisory Services
Texas
$170M +$1.65M +1% 44
PWG
5833
Private Wealth Group
Florida
$170M -$34.4M -17% 70
AWMM
5834
Aegis Wealth Management (Maryland)
Maryland
$170M +$22.2M +15% 126
WSL
5835
Western Standard LLC
California
$170M +$20M +13% 36
AWAP
5836
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$170M -$4.45M -3% 147
OCM
5837
Orleans Capital Management
Louisiana
$170M -$8.76M -5% 95
UAM
5838
Unison Asset Management
Florida
$170M -$34.1M -17% 32
YWM
5839
Yardley Wealth Management
Pennsylvania
$170M -$36.1M -18% 42
APC
5840
Asset Planning Corporation
Tennessee
$170M +$10M +6% 45
GCCM
5841
Green Court Capital Management
Hong Kong
$169M +$18.2M +12% 3
OFM
5842
Omega Fund Management
Massachusetts
$169M +$15.3M +10% 14
FHWM
5843
Fox Hill Wealth Management
Massachusetts
$169M -$7.43M -4% 134
RMSCM
5844
R.M. Sincerbeaux Capital Management
New York
$169M +$2.73M +2% 40
OPWM
5845
Oxinas Partners Wealth Management
Indiana
$169M -$1.24M -0.7% 129
HSWS
5846
Higgins & Schmidt Wealth Strategies
Colorado
$169M +$8.97M +6% 48
HWM
5847
HighMark Wealth Management
Minnesota
$169M -$4.66M -3% 610
EFSCE
5848
Enterprise Financial Services Corp (EFSC)
Missouri
$169M -$10.6M -6% 155
IC
5849
Intel Corp
California
$169M -$52.8M -24% 2
AWM
5850
Able Wealth Management
New Jersey
$169M +$16.6M +11% 106