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
MRI
5926
Mad River Investors
Massachusetts
$149M +$5.19M +4% 27
MW
5927
Members Wealth
Pennsylvania
$149M 108
BCM
5928
BluePointe Capital Management
California
$149M +$3.42M +2% 88
PCM
5929
Palouse Capital Management
Washington
$149M -$2.48M -2% 156
MWM
5930
Massachusetts Wealth Management
Massachusetts
$149M +$7.06M +5% 95
IFPL
5931
Investments & Financial Planning LLC
Kentucky
$149M +$3.03M +2% 34
SMP
5932
Santa Monica Partners
Florida
$149M +$4.27M +3% 16
FCMI
5933
Foresite Capital Management IV
California
$149M -$49.1M -25% 5
MGWA
5934
Monument Group Wealth Advisors
Massachusetts
$149M +$13.7M +10% 50
CBT
5935
CoreFirst Bank & Trust
Kansas
$149M -$11.3M -7% 357
FOFP
5936
Fee-Only Financial Planning
South Carolina
$149M +$377K +0.3% 41
WAM
5937
Walker Asset Management
Missouri
$149M -$2.8M -2% 143
KCM
5938
Knoll Capital Management
Florida
$148M -$12.3M -8% 35
CIA
5939
Cascade Investment Advisors
Oregon
$148M -$5.3M -3% 118
AL
5940
ADE LLC
Maryland
$148M -$1.09M -0.7% 82
NWM
5941
Napa Wealth Management
California
$148M -$41.7M -22% 134
JFG
5942
JDM Financial Group
Texas
$148M +$10.9M +8% 226
ADMI
5943
Albert D. Mason Inc
Massachusetts
$148M -$13.8M -9% 160
AWM
5944
Aberdeen Wealth Management
Illinois
$148M -$23.9M -14% 178
VCWA
5945
Vanguard Capital Wealth Advisors
Colorado
$148M +$5.72M +4% 165
HCCM
5946
Hudson Canyon Capital Management
New York
$148M -$7.69M -5% 54
PWMG
5947
Pinnacle Wealth Management Group
Michigan
$148M +$13.2M +10% 115
FCMA
5948
Foresight Capital Management Advisors
Michigan
$148M +$16.5M +13% 87
KFG
5949
Kingdom Financial Group
Arizona
$148M +$5.54M +4% 67
EP
5950
EPIQ Partners
Minnesota
$148M -$2.55M -2% 78