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
FF
7201
Fairway Financial
Florida
$110M 21
MWML
7202
M Wealth Management LLC
California
$110M 44
EMB
7203
Elefante Mark B
$110M 50
MDA
7204
Minot DeBlois Advisors
Massachusetts
$109M 309
SPWM
7205
Spartan Planning & Wealth Management
North Carolina
$109M 71
SF
7206
SageOak Financial
Oklahoma
$109M 45
SG
7207
Somerset Group
Minnesota
$109M +$960K +0.9% 62
PAW
7208
Plan A Wealth
Nebraska
$109M 95
SAM
7209
Sherman Asset Management
California
$109M 177
MFF
7210
Michels Family Financial
Texas
$109M 121
LWM
7211
Lighthouse Wealth Management
Ohio
$109M 36
KFG
7212
Kropog Financial Group
Louisiana
$109M 27
MWM
7213
MFG Wealth Management
Indiana
$109M 52
AC
7214
Arrow Capital
Australia
$109M 35
GCWM
7215
Guided Capital Wealth Management
Texas
$109M 30
KFSN
7216
Keystone Financial Services (Nebraska)
Nebraska
$109M 44
SPC
7217
Square Peg Capital
Australia
$109M 8
MVPGP
7218
Magma Venture Partners General Partner
Israel
$109M -$22.5M -17% 3
AFA
7219
Avant Financial Advisors
Texas
$109M 64
CPA
7220
Cathy Pareto & Associates
Florida
$109M 77
DFC
7221
DB Fitzpatrick & Co
Idaho
$109M -$5.24M -5% 91
FCMI
7222
Foresite Capital Management IV
California
$109M -$44.2M -29% 5
FPW
7223
Flywheel Private Wealth
California
$109M 82
CW
7224
Cooksen Wealth
Texas
$109M +$1.76M +2% 45
CAG
7225
Cypress Advisory Group
Arizona
$109M 60