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
6201
Magnolia Wealth Management
Alabama
$144M +$3.18M +2% 13
PWSG
6202
Pacific Wealth Strategies Group
California
$144M +$8.97M +7% 57
LAS
6203
LWM Advisory Services
Florida
$144M +$8.81M +7% 99
CA
6204
Carson Advisory
Georgia
$144M -$15.5M -10% 188
VFG
6205
Valley Financial Group
Pennsylvania
$144M +$658K +0.5% 60
GC
6206
Gould Capital
Washington
$144M -$8.31M -5% 223
MIM
6207
Merrion Investment Management
New Jersey
$144M -$7.82M -5% 109
IIL
6208
Insight Inv LLC
California
$144M +$24.4M +21% 126
CSI
6209
Cross Staff Investments
New York
$144M +$14M +11% 130
EWS
6210
Evergreen Wealth Solutions
Pennsylvania
$143M -$3.8M -3% 120
SMF
6211
Sterling Manor Financial
New York
$143M -$4.27M -3% 29
IIM
6212
InTrack Investment Management
Vermont
$143M +$2.28M +2% 127
TCM
6213
Tao Capital Management
California
$143M +$32.9M +30% 10
LIA
6214
LSP Investment Advisors
New York
$143M -$42.4M -23% 27
LAIC
6215
Lederer & Associates Investment Counsel
California
$143M +$1.11M +0.8% 88
OPW
6216
Osprey Private Wealth
New York
$143M +$483K +0.3% 50
MAM
6217
Mainsail Asset Management
Alabama
$143M +$8.17M +6% 69
DACS
6218
Dymon Asia Capital (Singapore)
Singapore
$143M +$60.7M +74% 90
SNBOSCI
6219
Security National Bank of Sioux City Iowa
Iowa
$143M -$20.9M -13% 111
AIM
6220
AHL Investment Management
Florida
$143M -$2.15M -1% 70
CNHF
6221
Conrad N. Hilton Foundation
California
$143M -$96.2M -40% 5
CastleKeep Investment Advisors
6222
CastleKeep Investment Advisors
Connecticut
$143M -$3.73M -3% 115
MCM
6223
Mainstream Capital Management
California
$143M +$25M +21% 323
RCWM
6224
Royal Capital Wealth Management
Indiana
$143M +$1.11M +0.8% 97
MI
6225
Motiv8 Investments
Florida
$143M -$5.96M -4% 100