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
MFA
6551
McClarren Financial Advisors
Pennsylvania
$168M +$4.05M +2% 78
WWWM
6552
White Wing Wealth Management
Texas
$168M +$6.45M +4% 36
BLWM
6553
Bucket List Wealth Management
Florida
$167M 63
PSC
6554
Prentiss Smith & Co
Vermont
$167M -$9.72M -5% 70
BCP
6555
Bluegrass Capital Partners
Florida
$167M +$14.6M +10% 11
MWM
6556
Magnolia Wealth Management
Alabama
$167M +$5.71M +4% 15
OBWA
6557
Oak Barrel Wealth Advisory
Virginia
$167M 79
PMAM
6558
Penn Mutual Asset Management
Pennsylvania
$167M +$116M +225% 66
CCP
6559
Crocodile Capital Partners
Germany
$167M +$44.4M +36% 16
AWA
6560
Argo Wealth Advisory
Virginia
$167M 52
PWA
6561
Primoris Wealth Advisors
Florida
$167M +$9.86M +6% 119
TDC
6562
Thompson Davis & Co
Virginia
$167M +$5.04M +3% 186
CAIM
6563
Catherine Avery Investment Management
Florida
$167M +$11.7M +8% 167
S
6564
SharpePoint
Arizona
$167M +$56M +51% 86
SFA
6565
Salus Financial Advisors
Colorado
$167M +$4.71M +3% 35
IW
6566
Instrumental Wealth
Florida
$167M +$24.2M +17% 82
CWI
6567
Conscious Wealth Investments
Florida
$167M -$2.01M -1% 61
BCM
6568
Berbice Capital Management
New York
$167M +$4.26M +3% 207
IFS
6569
Integrated Financial Solutions
Virginia
$167M +$21.4M +15% 34
PAM
6570
Pacific Asset Management
Washington
$167M +$19.3M +13% 70
SRB
6571
Shotwell Rutter Baer
Michigan
$167M +$11.6M +7% 39
PCC
6572
Perry Creek Capital
New York
$167M -$6.13M -4% 13
PWAM
6573
Papamarkou Wellner Asset Management
New York
$166M +$4.69M +3% 95
HFCIV
6574
H&F Corporate Investors VIII
California
$166M -$120M -42% 1
AWM
6575
Allen Wealth Management
North Carolina
$166M +$18.7M +13% 61