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
MSA
6551
McAlister Sweet & Associates
Texas
$108M -$9.99M -8% 36
MAM
6552
Mainsail Asset Management
Alabama
$107M 48
TFP
6553
Tilia Fiduciary Partners
North Carolina
$107M +$11.5M +12% 96
EL
6554
EMFO LLC
Florida
$107M +$1.29M +1% 315
KCM
6555
KRS Capital Management
Michigan
$107M +$13.6M +14% 120
FFP
6556
Forbes Financial Planning
Rhode Island
$107M +$14.1M +15% 29
OWP
6557
Old Well Partners
North Carolina
$107M -$7.97M -7% 45
SLFPAM
6558
St. Louis Financial Planners Asset Management
Missouri
$107M -$17.6M -14% 39
EWA
6559
Emergent Wealth Advisors
New York
$107M 106
KPPF
6560
Klein Pavlis & Peasley Financial
California
$107M 73
EWM
6561
Echo Wealth Management
Minnesota
$107M +$14.3M +15% 44
O3W
6562
Omni 360 Wealth
New Jersey
$107M 96
PSB
6563
Piscataqua Savings Bank
New Hampshire
$107M -$7.6M -7% 358
ACH
6564
Avista Capital Holdings
New York
$107M 2
PHIC
6565
Pine Haven Investment Counsel
Massachusetts
$107M +$10.5M +11% 107
NMM
6566
Naples Money Management
Florida
$107M 423
UID
6567
Union Investments & Development
Israel
$107M -$79M -43% 46
GC
6568
Glenorchy Capital
Australia
$107M 70
CP
6569
Catalys Pacific
Japan
$107M 3
GAA
6570
Guardian Asset Advisors
Pennsylvania
$107M 97
MGW
6571
MB Generational Wealth
Washington
$107M 48
AFG
6572
AFS Financial Group
Maryland
$107M -$39.9M -27% 99
RIA
6573
Richwood Investment Advisors
Ohio
$106M +$8.44M +9% 102
JCFM
6574
JBR Co Financial Management
Oklahoma
$106M 89
SHFA
6575
Sherrill & Hutchins Financial Advisory
Georgia
$106M 10