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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
FC
4301
Full18 Capital
Connecticut
$205M -$22.7M -10% 10.1% 119 49.58%
NCM
4302
Nellore Capital Management
California
$205M +$88.1M +75% 0.33% 79.3% 31 29.03%
TWA
4303
Tillar-Wenstrup Advisors
Ohio
$205M +$11.9M +6% 6.56% 27.4% 37 13.51%
CFO
4304
Collective Family Office
Pennsylvania
$205M +$25M +14% 6.39% 50.1% 176 20.45%
CCG
4305
Ceeto Capital Group
Florida
$205M +$6.55M +3% 3.61% 81.6% 147 10.88%
LWM
4306
Liberty Wealth Management
California
$205M +$429K +0.2% 3.15% 55.5% 1,072 5.6%
PP
4307
Professional Planning
California
$205M -$42.8M -17% 0.65% 99.9% 145 27.59%
FWP
4308
Falcon Wealth Planning
California
$205M +$26.3M +15% 5.37% 52.7% 56 8.93%
BWLSA
4309
Blue Water Life Science Advisors
California
$205M +$34.3M +20% 39.6% 243% 26 26.92%
WIC
4310
WealthBridge Investment Counsel
Alberta, Canada
$205M +$13.4M +7% 8.06% 92.5% 35 2.86%
RIM
4311
Reliant Investment Management
Tennessee
$204M +$17.4M +9% 5.69% 122% 70 31.43%
AIA
4312
AIMZ Investment Advisors
California
$204M +$13.4M +7% 6.86% 63.9% 111 4.5%
AAG
4313
Avalon Advisory Group
Pennsylvania
$204M +$3.89M +2% 1.49% 41.4% 10 0%
PWM
4314
PRW Wealth Management
Massachusetts
$204M +$26.3M +15% 10.2% 42.3% 102 20.59%
BMCM
4315
Bryn Mawr Capital Management
Pennsylvania
$204M +$1.63M +0.8% 7.78% 59.2% 105 20.95%
DMBA
4316
Deseret Mutual Benefit Administrators
Utah
$204M +$32.2M +19% 3.04% 51.4% 4 0%
AFS
4317
Axiom Financial Strategies
Indiana
$204M +$37.1M +22% 6.27% 41.2% 87 27.59%
AICPI
4318
ABG Innovation Capital Partners III
Hong Kong
$204M +$33.7M +20% 5.97% 5.56% 8 25%
DSA
4319
Droms Strauss Advisors
Missouri
$204M +$30.9M +18% 6.85% 56.1% 50 20%
APW
4320
Acima Private Wealth
Virginia
$203M +$10.4M +5% 3.81% 45.2% 240 3.75%
PFT
4321
Providence First Trust
Arizona
$203M +$5.34M +3% 2.94% 64.1% 96 26.04%
AC
4322
Arjuna Capital
North Carolina
$203M +$22.7M +13% 8.54% 74.9% 109 22.02%
LA
4323
LFL Advisers
Illinois
$203M -$5.85M -3% 12.4% 63.5% 12 8.33%
IWP
4324
Insight Wealth Partners
Texas
$203M +$39.7M +24% 1.05% 38.9% 61 26.23%
FFA
4325
Founders Financial Alliance
North Carolina
$203M +$26.2M +15% 7.06% 72.5% 492 21.75%