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
RWIA
5851
Roger Wittlin Investment Advisory
California
$171M -$7.67M -4% 43
MIRH
5852
Madison International Realty Holdings
New York
$171M -$27.8M -14% 2
BFG
5853
Buttonwood Financial Group
Missouri
$171M -$9.96M -6% 32
MWM
5854
Meritas Wealth Management
California
$171M +$4.28M +3% 54
NC
5855
Nipun Capital
California
$170M +$15.6M +10% 10
LCM
5856
LCM Capital Management
Illinois
$170M -$6.97M -4% 104
MIM
5857
Meros Investment Management
Texas
$170M -$53M -24% 46
CS
5858
Capital Square
Tennessee
$170M -$5.72M -3% 202
MWA
5859
MN Wealth Advisors
Kansas
$170M -$7.46M -4% 111
SAS
5860
Sage Advisory Services
Texas
$170M +$1.65M +1% 44
PWG
5861
Private Wealth Group
Florida
$170M -$34.4M -17% 70
AWM
5862
Aegis Wealth Management
Maryland
$170M +$22.2M +15% 126
WSL
5863
Western Standard LLC
California
$170M +$20M +13% 36
AWAP
5864
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$170M -$4.45M -3% 147
OCM
5865
Orleans Capital Management
Louisiana
$170M -$8.76M -5% 95
UAM
5866
Unison Asset Management
Florida
$170M -$34.1M -17% 32
YWM
5867
Yardley Wealth Management
Pennsylvania
$170M -$36.1M -18% 42
APC
5868
Asset Planning Corporation
Tennessee
$170M +$10M +6% 45
GCCM
5869
Green Court Capital Management
Hong Kong
$169M +$18.2M +12% 3
OFM
5870
Omega Fund Management
Massachusetts
$169M +$15.3M +10% 14
FHWM
5871
Fox Hill Wealth Management
Massachusetts
$169M -$7.43M -4% 134
RMSCM
5872
R.M. Sincerbeaux Capital Management
New York
$169M +$2.73M +2% 40
OPWM
5873
Oxinas Partners Wealth Management
Indiana
$169M -$1.24M -0.7% 129
HSWS
5874
Higgins & Schmidt Wealth Strategies
Colorado
$169M +$8.97M +6% 48
HWM
5875
HighMark Wealth Management
Minnesota
$169M -$4.66M -3% 610