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
6026
Melfa Wealth Management
Massachusetts
$143M +$4.55M +3% 202
CWM
6027
Cadence Wealth Management
Massachusetts
$143M +$45.8M +47% 50
DIS
6028
Diversified Investment Strategies
Louisiana
$143M -$5.54M -4% 51
PCM
6029
Presidio Capital Management
California
$143M +$5.9M +4% 68
NCM
6030
Northland Capital Management
Minnesota
$143M -$10.8K -0% 32
LC
6031
Lakehouse Capital
Australia
$143M +$14.2M +11% 15
CI
6032
Carroll Investors
South Carolina
$143M +$9.89M +7% 26
DCI
6033
Data Collective IV
California
$143M +$27.4M +24% 6
EAM
6034
Exane Asset Management
France
$143M +$13M +10% 21
CA
6035
Carson Advisory
Georgia
$143M +$354K +0.2% 181
CTFG
6036
Capstone Triton Financial Group
Oklahoma
$143M +$1.65M +1% 104
PS
6037
Pennant Select
New Jersey
$142M +$9.52M +7% 11
SFG
6038
SVB Financial Group
Texas
$142M -$38.9M -21% 13
SWMG
6039
Sard Wealth Management Group
Georgia
$142M +$31.8M +29% 49
JCFM
6040
JBR Co Financial Management
Oklahoma
$142M +$17.1M +14% 106
EA
6041
Echo45 Advisors
California
$142M +$3.37M +2% 53
MSAGDF
6042
Moneda SA Administradora General de Fondos
Chile
$142M -$35.8M -20% 26
APS
6043
American Planning Services
Florida
$142M +$3.65M +3% 54
FA
6044
FF Advisors
California
$142M -$2.54M -2% 92
WAG
6045
Wheelhouse Advisory Group
Missouri
$142M +$11.8M +9% 42
AC
6046
Avory & Company
Florida
$142M -$4.85M -3% 29
M1FG
6047
Mach-1 Financial Group
Arkansas
$142M +$10.8M +8% 84
RCM
6048
Rain Capital Management
Oregon
$142M -$7.19M -5% 97
UI
6049
Unconventional Investor
New Hampshire
$142M +$3.12M +2% 33
FA
6050
Fortis Advisors
Pennsylvania
$142M -$7.44M -5% 102