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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
TCWM
4126
Total Clarity Wealth Management
Illinois
$311M +$22.6M +8% 291
EBT
4127
Enterprise Bank & Trust
Massachusetts
$310M +$17.7M +6% 132
KLCM
4128
KG&L Capital Management
Louisiana
$310M +$20.9M +7% 209
SSW
4129
Stone Summit Wealth
Florida
$310M +$31M +11% 141
OHCM
4130
Oak Hill Capital Management
New York
$310M -$1.68M -0.5% 1
RFWA
4131
RPg Family Wealth Advisory
Massachusetts
$310M +$5.64M +2% 117
DA
4132
Drake & Associates
Wisconsin
$310M +$30.4M +11% 92
GJWM
4133
Gilliland Jeter Wealth Management
Arkansas
$310M +$12.7M +4% 708
CCG
4134
Cloverfields Capital Group
Minnesota
$309M +$13.1M +4% 99
WCP
4135
Wick Capital Partners
Pennsylvania
$309M +$21.2M +7% 87
OA
4136
Operose Advisors
Wisconsin
$309M +$26.8M +9% 633
RWA
4137
Roberts Wealth Advisors
California
$309M +$16.1M +6% 97
RW
4138
Regimen Wealth
Georgia
$309M +$18.7M +6% 67
RI
4139
Rinkey Investments
California
$309M +$30.7M +11% 90
NICM
4140
Neo Ivy Capital Management
New York
$309M -$201M -39% 422
CWA
4141
CM Wealth Advisors
Ohio
$309M +$98.4M +47% 85
CD
4142
Chapin Davis
Maryland
$309M +$16.1M +5% 245
WWG
4143
West Wealth Group
California
$309M +$25.8M +9% 92
GWM
4144
Gibbs Wealth Management
Georgia
$309M +$61.4M +25% 268
BWM
4145
BCGM Wealth Management
Indiana
$308M +$19.6M +7% 157
LPP
4146
Long Path Partners
Connecticut
$308M +$56M +22% 10
TCOO
4147
Trust Company of Oklahoma
Oklahoma
$308M +$23.5M +8% 135
AFA
4148
AllGen Financial Advisors
Florida
$308M +$44.5M +17% 42
FMC
4149
FTV Management Company
California
$308M +$31.5M +11% 1
PA
4150
Paragon Advisors
Texas
$308M +$33.7M +12% 77