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
MMHP
6001
Murphy Middleton Hinkle & Parker
Georgia
$179M $0 0% 132
BFA
6002
Brendel Financial Advisors
New Hampshire
$179M +$13.9M +8% 114
NWMG
6003
National Wealth Management Group
Ohio
$178M +$26.4M +17% 179
MCM
6004
McDonough Capital Management
Florida
$178M +$25.3M +17% 51
EWM
6005
Evergreen Wealth Management
Michigan
$178M +$10.9M +6% 54
AWM
6006
AllSquare Wealth Management
New York
$178M +$9.75M +6% 548
LC
6007
Lunate Capital
United Arab Emirates
$178M +$6.86M +4% 6
VBWMG
6008
Von Berge Wealth Management Group
California
$178M +$23.1M +15% 67
AC
6009
Amitell Capital
Singapore
$178M +$48.6M +38% 69
HWA
6010
Hilltop Wealth Advisors
North Carolina
$178M +$912K +0.5% 55
W
6011
WealthCollab
Washington
$178M +$16.6M +10% 1,025
LWM
6012
Latko Wealth Management
Illinois
$178M +$23.7M +15% 31
FCMV
6013
Foresite Capital Management VI
California
$178M -$4.66M -3% 20
PD
6014
Planning Directions
Pennsylvania
$178M -$56.2M -24% 122
BAM
6015
BLKBRD Asset Management
Connecticut
$177M +$95.1M +116% 34
KWM
6016
Kiker Wealth Management
Georgia
$177M +$30.8M +21% 801
MWM
6017
Massachusetts Wealth Management
Massachusetts
$177M +$31.5M +22% 95
RMSCM
6018
R.M. Sincerbeaux Capital Management
New York
$177M +$7.94M +5% 39
AIFS
6019
A&I Financial Services
Colorado
$177M +$29.4M +20% 83
CBT
6020
CoreFirst Bank & Trust
Kansas
$177M +$21.5M +14% 342
CWA
6021
Cascade Wealth Advisors
Washington
$177M +$32.3M +22% 60
FBC
6022
Fairfield, Bush & Co
Connecticut
$177M +$19.3M +12% 116
WAM
6023
WFA Asset Management
Wisconsin
$177M -$14.4M -8% 243
CPP
6024
Capasso Planning Partners
South Carolina
$177M -$62.1M -26% 105
RB
6025
Robert Bosch
Germany
$177M +$14.5M +9% 2