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
MCM
7001
Magnolia Capital Management
New York
$125M +$8.56M +7% 76
CWM
7002
Centricity Wealth Management
Ohio
$125M +$15M +14% 457
RSWA
7003
Robinson Smith Wealth Advisors
Maine
$125M +$5.66M +5% 96
PW
7004
PUREfi Wealth
Massachusetts
$125M +$25.1M +25% 166
BFG
7005
Birch Financial Group
New Hampshire
$125M +$12.8M +11% 124
WCFP
7006
White & Co Financial Planning
Washington
$125M +$8.99M +8% 19
KGC
7007
Kennon-Green & Company
Ohio
$125M +$2.48M +2% 42
SF
7008
SageOak Financial
Oklahoma
$125M +$12.2M +11% 35
MQWP
7009
Morey & Quinn Wealth Partners
Nebraska
$125M +$4.24M +4% 133
WLC
7010
Walnut Level Capital
Colorado
$125M -$211K -0.2% 39
AWM
7011
Alterna Wealth Management
Texas
$125M -$6.93M -5% 126
AAM
7012
Ackerman Asset Management
Maryland
$125M +$14.3M +13% 24
MCM
7013
Multicoin Capital Management
Texas
$125M +$29M +30% 2
FWM
7014
Forefront Wealth Management
Pennsylvania
$125M +$16.7M +15% 63
SPWM
7015
Schrum Private Wealth Management
Florida
$125M +$11M +10% 129
AWM
7016
Apex Wealth Management
New Hampshire
$125M +$13.5M +12% 63
FPW
7017
Flywheel Private Wealth
California
$125M +$14.9M +14% 88
PA
7018
Prossimo Advisors
California
$125M -$8.44M -6% 144
SI
7019
SCP Investment
California
$125M +$7.29M +6% 58
MCM
7020
Monimus Capital Management
New Jersey
$125M +$6.77M +6% 65
HAM
7021
Hedges Asset Management
Nevada
$124M -$27.8M -18% 112
MEAC
7022
M.E. Allison & Co
Texas
$124M +$23.3M +23% 175
WF
7023
WinCap Financial
Massachusetts
$124M +$19M +18% 91
CW
7024
Cooksen Wealth
Texas
$124M +$25.9M +26% 106
HM
7025
HCEP Management
Hong Kong
$124M -$48.2M -28% 13