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
7026
Magnolia Capital Management
New York
$125M +$8.56M +7% 76
CWM
7027
Centricity Wealth Management
Ohio
$125M +$15M +14% 457
RSWA
7028
Robinson Smith Wealth Advisors
Maine
$125M +$5.66M +5% 96
PW
7029
PUREfi Wealth
Massachusetts
$125M +$25.1M +25% 166
BFG
7030
Birch Financial Group
New Hampshire
$125M +$12.8M +11% 124
WCFP
7031
White & Co Financial Planning
Washington
$125M +$8.99M +8% 19
KGC
7032
Kennon-Green & Company
Ohio
$125M +$2.48M +2% 42
SF
7033
SageOak Financial
Oklahoma
$125M +$12.2M +11% 35
MQWP
7034
Morey & Quinn Wealth Partners
Nebraska
$125M +$4.24M +4% 133
WLC
7035
Walnut Level Capital
Colorado
$125M -$211K -0.2% 39
AWM
7036
Alterna Wealth Management
Texas
$125M -$6.93M -5% 126
AAM
7037
Ackerman Asset Management
Maryland
$125M +$14.3M +13% 24
CIM
7038
CCLA Investment Management
United Kingdom
$125M -$5.52B -98% 57
MCM
7039
Multicoin Capital Management
Texas
$125M +$29M +30% 2
FWM
7040
Forefront Wealth Management
Pennsylvania
$125M +$16.7M +15% 63
SPWM
7041
Schrum Private Wealth Management
Florida
$125M +$11M +10% 129
AWM
7042
Apex Wealth Management
New Hampshire
$125M +$13.5M +12% 63
FPW
7043
Flywheel Private Wealth
California
$125M +$14.9M +14% 88
PA
7044
Prossimo Advisors
California
$125M -$8.44M -6% 144
SI
7045
SCP Investment
California
$125M +$7.29M +6% 58
MCM
7046
Monimus Capital Management
New Jersey
$125M +$6.77M +6% 65
HAM
7047
Hedges Asset Management
Nevada
$124M -$27.8M -18% 112
MEAC
7048
M.E. Allison & Co
Texas
$124M +$23.3M +23% 175
WF
7049
WinCap Financial
Massachusetts
$124M +$19M +18% 91
CW
7050
Cooksen Wealth
Texas
$124M +$25.9M +26% 106