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
6451
Magnolia Wealth Management
Alabama
$153M +$14M +10% 13
IWA
6452
Invera Wealth Advisors
Oregon
$153M -$1.39M -0.9% 93
KWA
6453
Kellett Wealth Advisors
Ohio
$153M +$8.95M +6% 81
KCPT
6454
Kingstone Capital Partners Texas
Texas
$153M +$28.9M +23% 63
AH
6455
Addis & Hill
Pennsylvania
$153M +$9.88M +7% 28
LIA
6456
Lynx Investment Advisory
District of Columbia
$153M +$3.14M +2% 154
CV
6457
Counterweight Ventures
North Carolina
$153M +$13.6M +10% 71
LIC
6458
Laurus Investment Counsel
Canada
$153M +$3.27M +2% 47
BCM
6459
Brooktree Capital Management
Michigan
$153M +$19.7M +15% 43
NAM
6460
NewGen Asset Management
Ontario, Canada
$153M +$49.6M +48% 38
CFG
6461
Carter Financial Group
Illinois
$153M 115
ACA
6462
Acorn Capital Advisors
New York
$153M +$2.95M +2% 22
GP
6463
Gallo Partners
New Jersey
$153M +$3.07M +2% 85
LAM
6464
Lummis Asset Management
Texas
$153M +$8.86M +6% 165
BAM
6465
Boyar Asset Management
New York
$153M +$14.9M +11% 82
SIM
6466
SummerHaven Investment Management
Connecticut
$153M +$9.52M +7% 195
PSIWM
6467
Paradigm Strategies in Wealth Management
Minnesota
$153M +$4.39M +3% 54
PAM
6468
Prodigy Asset Management
Nebraska
$153M +$28.9M +23% 24
RB
6469
Richmond Brothers
Michigan
$153M -$5.51M -3% 33
TWCA
6470
Two West Capital Advisors
Kansas
$153M +$32.9M +28% 95
MA
6471
Minerva Advisors
Pennsylvania
$153M +$11.9M +8% 57
HWA
6472
HMV Wealth Advisors
Louisiana
$153M +$26.5M +21% 90
PWSG
6473
Pacific Wealth Strategies Group
California
$152M +$17.9M +13% 64
RFO
6474
RiverGlades Family Offices
Florida
$152M +$13.5M +10% 90
AWP
6475
Axis Wealth Partners
Rhode Island
$152M +$16.9M +12% 152