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
MLIM
7001
Mountain Lake Investment Management
Florida
$134M +$14.1M +12% 32
AWM
7002
Accredited Wealth Management
Kentucky
$134M +$10.8M +9% 395
SFG
7003
Shum Financial Group
California
$134M 94
CW
7004
Cooksen Wealth
Texas
$134M +$9.5M +8% 90
AWA
7005
Arbor Wealth Advisors
Michigan
$134M +$10.7M +9% 56
MFG
7006
Mendota Financial Group
Wisconsin
$134M +$28.2M +27% 118
CI
7007
Corient IA
Florida
$134M -$35.9M -21% 327
HPBT
7008
Hickory Point Bank & Trust
Illinois
$134M +$9.85M +8% 128
TWA
7009
Trace Wealth Advisors
California
$134M +$11.4M +9% 68
RPGNY
7010
Retirement Planning Group (New York)
New York
$134M +$19.9M +17% 90
PCMU
7011
Paragon Capital Management (Utah)
Utah
$134M +$2.57M +2% 72
AFW
7012
Avantra Family Wealth
Pennsylvania
$134M +$12.6M +10% 177
AI
7013
Axos Invest
Nevada
$134M +$1.05M +0.8% 25
TF
7014
TME Financial
California
$133M +$9.83M +8% 76
USWIA
7015
UP Strategic Wealth Investment Advisors
Pennsylvania
$133M +$5.19M +4% 100
AC
7016
Anson Capital
Georgia
$133M +$9.26M +7% 83
BCCM
7017
Black Cypress Capital Management
Florida
$133M +$11M +9% 32
PA
7018
Persium Advisors
Georgia
$133M +$12.4M +10% 64
RWM
7019
Rolek Wealth Management
Pennsylvania
$133M +$17.6M +15% 16
BCG
7020
Barington Capital Group
New York
$133M +$25.7M +24% 13
MIM
7021
Macroview Investment Management
Maryland
$133M +$11.2M +9% 100
RWP
7022
Ridgeline Wealth Planning
Ohio
$133M +$11.7M +10% 42
AA
7023
Alpha Advisors
Virginia
$133M +$16.3M +14% 50
NWA
7024
Navis Wealth Advisors
New York
$133M +$14.3M +12% 131
GP
7025
Gallo Partners
New Jersey
$133M -$19.9M -13% 82