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
EA
6326
Echo45 Advisors
California
$171M +$12M +8% 61
MWM
6327
Melfa Wealth Management
Massachusetts
$171M +$12.3M +8% 207
MPIM
6328
McGinn Penninger Investment Management
Virginia
$171M +$12.5M +8% 39
SMP
6329
Santa Monica Partners
Florida
$170M -$1.06M -0.6% 13
RLWM
6330
RF&L Wealth Management
Massachusetts
$170M +$15.2M +10% 61
IIL
6331
Insight Inv LLC
California
$170M +$21.2M +14% 121
4WM
6332
4J Wealth Management
Virginia
$170M +$22.2M +15% 98
HIW
6333
Holos Integrated Wealth
Pennsylvania
$170M +$3.64M +2% 311
BI
6334
Binnacle Investments
Iowa
$170M +$16.2M +11% 957
FHC
6335
Forest Hill Capital
Arkansas
$170M +$29M +21% 37
BI
6336
Beckerman Institutional
New Jersey
$170M +$19.3M +13% 118
MGWA
6337
Monument Group Wealth Advisors
Massachusetts
$170M +$11M +7% 54
BFG
6338
Birch Financial Group
New Hampshire
$170M +$44.7M +36% 136
BWM
6339
BankPlus Wealth Management
Mississippi
$170M +$19.1M +13% 109
CF
6340
CNA Financial
Illinois
$170M -$25.1M -13% 15
HC
6341
Hara Capital
Washington
$170M +$8.35M +5% 341
AC
6342
Attessa Capital
Arizona
$170M +$13.4M +9% 39
BFS
6343
Beacon Financial Strategies
North Carolina
$169M +$10.3M +6% 42
RCM
6344
Rockbridge Capital Management
Virginia
$169M -$6.26M -4% 29
VIG
6345
Vienna Insurance Group
Poland
$169M +$10.3M +6% 93
TFA
6346
Tranquilli Financial Advisor
New Jersey
$169M +$7.74M +5% 124
GWMI
6347
Guardian Wealth Management (Illinois)
Illinois
$169M +$19M +13% 65
SFB
6348
STAR Financial Bank
Indiana
$169M +$11.4M +7% 126
BU
6349
Brown University
Rhode Island
$169M +$27.1M +19% 10
LWA
6350
Ledgewood Wealth Advisors
New Hampshire
$169M +$10.3M +6% 76