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
BCI
7001
Blue Capital Inc
Nebraska
$135M -$6.42M -5% 121
GWM
7002
GK Wealth Management
Nevada
$135M +$34M +34% 189
MPA
7003
Marvin & Palmer Associates
Delaware
$135M +$17.9M +15% 44
CWM
7004
Copia Wealth Management
Oregon
$135M +$16M +14% 492
NI
7005
NCP Inc
California
$135M +$28.4M +27% 54
MCM
7006
Monimus Capital Management
New Jersey
$134M +$9.86M +8% 69
BDL
7007
Bey-Douglas LLC
Georgia
$134M -$32.8M -20% 66
MC
7008
Medici Capital
California
$134M +$46.7M +53% 37
KSCM
7009
Kamunting Street Capital Management
Florida
$134M +$12.2M +10% 23
RPA
7010
Redwood Park Advisors
California
$134M +$3.93M +3% 342
MLIM
7011
Mountain Lake Investment Management
Florida
$134M +$14.1M +12% 32
AWM
7012
Accredited Wealth Management
Kentucky
$134M +$10.8M +9% 395
SFG
7013
Shum Financial Group
California
$134M 94
CW
7014
Cooksen Wealth
Texas
$134M +$9.5M +8% 90
AWA
7015
Arbor Wealth Advisors
Michigan
$134M +$10.7M +9% 56
MFG
7016
Mendota Financial Group
Wisconsin
$134M +$28.2M +27% 118
CI
7017
Corient IA
Florida
$134M -$35.9M -21% 327
HPBT
7018
Hickory Point Bank & Trust
Illinois
$134M +$9.85M +8% 128
TWA
7019
Trace Wealth Advisors
California
$134M +$11.4M +9% 68
RPGNY
7020
Retirement Planning Group (New York)
New York
$134M +$19.9M +17% 90
PCMU
7021
Paragon Capital Management (Utah)
Utah
$134M +$2.57M +2% 72
AFW
7022
Avantra Family Wealth
Pennsylvania
$134M +$12.6M +10% 177
AI
7023
Axos Invest
Nevada
$134M +$1.05M +0.8% 25
TF
7024
TME Financial
California
$133M +$9.83M +8% 76
USWIA
7025
UP Strategic Wealth Investment Advisors
Pennsylvania
$133M +$5.19M +4% 100