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
CIM
6126
Caldwell Investment Management
Ontario, Canada
$101M +$6.11M +6% 31
ACL
6127
Applied Capital LLC
Florida
$101M +$697K +0.7% 80
EFG
6128
Erickson Financial Group
Pennsylvania
$101M +$8.4M +9% 23
PTCG
6129
Pring Turner Capital Group
California
$101M +$8.99M +10% 61
CC
6130
Copperleaf Capital
North Carolina
$101M +$13.7M +16% 81
SEA
6131
Stegent Equity Advisors
Texas
$101M +$17M +20% 66
SSWM
6132
Strait & Sound Wealth Management
California
$101M +$8.98M +10% 114
LHA
6133
Little Harbor Advisors
Massachusetts
$100M -$22.5M -18% 4
KA
6134
Kearns & Associates
California
$100M +$5.48M +6% 42
VCWA
6135
Vanguard Capital Wealth Advisors
Colorado
$100M +$14M +16% 134
PWA
6136
Pillar Wealth Advisors
Pennsylvania
$100M -$3.37M -3% 69
RIA
6137
Richwood Investment Advisors
Ohio
$100M +$856K +0.9% 107
BFG
6138
Buttonwood Financial Group
Missouri
$100M -$9.79M -9% 35
GIM
6139
Growth Interface Management
Florida
$100M +$16.4M +20% 10
MFG
6140
Mendota Financial Group
Wisconsin
$100M +$21.7M +28% 367
MWM
6141
Melfa Wealth Management
Massachusetts
$100M +$4.35M +5% 142
HA
6142
Hofer & Associates
California
$100M -$343K -0.3% 52
NRWA
6143
North Ridge Wealth Advisors
Oregon
$99.9M 40
WIM
6144
Waycross Investment Management
Washington
$99.9M +$900K +0.9% 54
EI
6145
EDMP Inc
Florida
$99.9M -$1.71M -2% 63
MWM
6146
MY Wealth Management
Maryland
$99.9M +$34.2M +52% 28
BFP
6147
Brewster Financial Planning
New York
$99.7M +$5.32M +6% 13
MCM
6148
Moon Capital Management
New York
$99.7M +$10.5M +12% 18
SA
6149
SFI Advisors
New Jersey
$99.7M +$7.56M +8% 94
BWA
6150
Beam Wealth Advisors
Louisiana
$99.6M +$3.69M +4% 103