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
MWML
7576
M Wealth Management LLC
California
$115M +$1.04M +0.9% 49
BPW
7577
BLVD Private Wealth
Kentucky
$115M -$1.68M -1% 80
MWM
7578
MY Wealth Management
Maryland
$115M +$724K +0.6% 37
SF
7579
Schaeffer Financial
Maryland
$115M +$4.29M +4% 22
TFA
7580
TandemGrowth Financial Advisors
Georgia
$115M 24
CWM
7581
Cooke Wealth Management
California
$115M 37
KPWM
7582
KDK Private Wealth Management
Texas
$115M +$15.9M +16% 72
MCM
7583
Multicoin Capital Management
Texas
$114M -$160M -58% 4
PR
7584
PSP Research
Pennsylvania
$114M 85
MPGIG
7585
Mercato Partners Growth III GP
Utah
$114M 1
CWM
7586
Capstone Wealth Management
Montana
$114M 40
RCP
7587
RPM Capital Partners
New York
$114M +$50.5M +79% 2
ACM
7588
Ativo Capital Management
Illinois
$114M -$4.43M -4% 64
DAM
7589
Directional Asset Management
Illinois
$114M 93
KAM
7590
Karani Asset Management
New York
$114M -$3.09M -3% 38
CF
7591
CDC Financial
Illinois
$114M 36
FPFC
7592
Financial Planning Fort Collins
Colorado
$114M 29
ABLA
7593
Alan B. Lancz & Associates
Ohio
$114M +$3.14M +3% 139
LSL
7594
Legacy Solutions LLC
Pennsylvania
$114M +$2.61M +2% 83
SHFC
7595
Safe Harbor Family Capital
North Carolina
$114M 51
WIM
7596
Waycross Investment Management
Washington
$114M +$15.7M +16% 50
KL
7597
Keenan LLC
Massachusetts
$114M 41
PA
7598
Powerhouse Assets
Massachusetts
$114M 54
LA
7599
LWM Advisors
California
$114M +$2.37M +2% 30
CCM
7600
Cannon Capital Management
Utah
$114M 27