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
MAM
6201
MPM Asset Management
Massachusetts
$145M -$36.8M -20% 6
MWA
6202
Mills Wealth Advisors
Texas
$145M +$5.32M +4% 59
WBCM
6203
Wilson & Boucher Capital Management
California
$145M +$14.7M +11% 120
AIM
6204
AHL Investment Management
Florida
$145M +$8.63M +6% 69
SC
6205
Shearwater Capital
Colorado
$145M +$8.85M +7% 48
HA
6206
Hofer & Associates
California
$145M +$16M +12% 60
LFA
6207
Legend Financial Advisors
Pennsylvania
$145M +$3.92M +3% 295
KSCM
6208
King Street Capital Management
New York
$145M +$65.3M +82% 12
RFA
6209
ROI Financial Advisors
Oregon
$145M +$7.03M +5% 69
BDAM
6210
Blue Door Asset Management
Connecticut
$145M -$2.51M -2% 21
PIA
6211
Panoramic Investment Advisors
Colorado
$145M 118
TFG
6212
Taylor Financial Group
Virginia
$145M +$14.6M +11% 100
LWA
6213
Lantern Wealth Advisors
New York
$144M +$6.42M +5% 135
CIA
6214
Cladis Investment Advisory
Montana
$144M +$6.45M +5% 146
TFP
6215
Tilia Fiduciary Partners
North Carolina
$144M +$16.4M +13% 108
AWM
6216
Allen Wealth Management
North Carolina
$144M +$31.9M +28% 62
PI
6217
Pelion Inc
Utah
$144M +$22.5M +19% 4
GEH
6218
General Equity Holdings
New York
$144M -$19.8M -12% 7
FCMV
6219
Foresite Capital Management V
California
$144M -$12.7M -8% 5
CAM
6220
Clarity Asset Management
Iowa
$144M +$3.04M +2% 211
FB
6221
First Bancorp
Maine
$144M +$8.5M +6% 125
OS
6222
Objectivity Squared
South Carolina
$144M +$13M +10% 51
ACA
6223
Apis Capital Advisors
New York
$144M +$8.21M +6% 43
CWM
6224
Certus Wealth Management
California
$144M +$12M +9% 56
2P
6225
26North Partners
New York
$144M +$7.5M +6% 1