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
MCA
6226
Martin Capital Advisors
Texas
$133M +$5.83M +5% 67
AIA
6227
Affinity Investment Advisors
California
$133M -$3.87M -3% 134
FA
6228
Financial Alternatives
California
$133M +$3.77M +3% 84
ACM
6229
Andina Capital Management
Utah
$133M +$5.08M +4% 131
OCM
6230
Orser Capital Management
Texas
$133M +$26.3M +25% 42
BMD
6231
Better Money Decisions
New Mexico
$133M +$6.84M +5% 67
CIM
6232
Caldwell Investment Management
Ontario, Canada
$133M -$1.47M -1% 40
VWWMG
6233
Vermillion & White Wealth Management Group
Pennsylvania
$133M +$7.61M +6% 378
DWMS
6234
Dominguez Wealth Management Solutions
Virginia
$133M +$5.8M +5% 59
RWMG
6235
Redwood Wealth Management Group
New Jersey
$133M +$38.4M +41% 1,199
SL
6236
SFM LLC
New Hampshire
$133M +$1.89M +1% 57
RCWM
6237
Royal Capital Wealth Management
Indiana
$133M +$5.45M +4% 100
RPM
6238
Ridgemont Partners Management
North Carolina
$133M +$111M +509% 3
MA
6239
Marquette Associates
Illinois
$133M -$8.69M -6% 41
EWM
6240
Echo Wealth Management
Minnesota
$133M +$12.1M +10% 47
CP
6241
Catalys Pacific
Japan
$132M -$15.6M -11% 3
MWM
6242
Magnolia Wealth Management
Alabama
$132M -$112M -46% 21
CV
6243
Counterweight Ventures
North Carolina
$132M +$8.23M +7% 64
WPWM
6244
Western Pacific Wealth Management
Illinois
$132M -$5.63M -4% 310
SWM
6245
Sanctuary Wealth Management
Idaho
$132M +$9.25M +8% 318
SFG
6246
Sowa Financial Group
Rhode Island
$132M +$9.52M +8% 36
GGA
6247
Granite Group Advisors
Connecticut
$132M -$16.5M -11% 99
MSRI
6248
Michael S. Ryan Inc
New York
$132M +$5.21M +4% 49
FDDB
6249
Fidelity D&D Bancorp
Pennsylvania
$132M -$1.17M -0.9% 110
CNWM
6250
Clay Northam Wealth Management
California
$132M +$7.7M +6% 94