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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
NWAG
4376
Net Worth Advisory Group
Utah
$346M -$105M -23% 5.91% 509 37.33%
CL
4377
CRCM LP
California
$346M +$9.06M +3% 10.9% 12 41.67%
JCIA
4378
Jackson Creek Investment Advisors
Colorado
$346M -$25.2M -7% 13.5% 185% 375 44.27%
NI
4379
NFC Investments
Tennessee
$345M -$4.25M -1% 1.97% 45 24.44%
WIS
4380
Wright Investors Service
Connecticut
$345M +$14.1M +4% 10.3% 107% 159 19.5%
KC
4381
Knuff & Co
California
$345M +$27.6M +9% 7.77% 73.7% 133 14.29%
DSA
4382
Droms Strauss Advisors
Missouri
$345M +$18.9M +6% 7.73% 56.1% 71 1.41%
CCG
4383
Ceeto Capital Group
Florida
$345M +$57.6M +20% 13.7% 81.6% 191 13.61%
TI
4384
TTP Investments
California
$345M +$39.3M +13% 13.4% 197% 57 33.33%
NLP
4385
Next Level Private
New York
$345M +$37.6M +12% 8.66% 92.4% 159 7.55%
CAC
4386
Core Alternative Capital
Georgia
$345M -$21.1M -6% 8.09% 57.5% 358 8.66%
AM
4387
Atwater Malick
Pennsylvania
$344M +$28.6M +9% 10.1% 79.1% 87 9.2%
FWM
4388
ForthRight Wealth Management
Georgia
$344M +$23.5M +7% 5.41% 36.6% 69 5.8%
KFP
4389
Keystone Financial Planning
Ohio
$344M +$13.3M +4% 3.85% 34.1% 46 2.17%
AWM
4390
Accel Wealth Management
Iowa
$344M +$44.2M +15% 7.59% 77.4% 293 13.31%
OPW
4391
Oxler Private Wealth
New York
$344M +$25.5M +8% 9.9% 87.3% 92 8.7%
SGH
4392
Sivik Global Healthcare
Connecticut
$344M -$23.9M -6% 6.7% 53.8% 64 59.38%
FC
4393
Fusion Capital
South Carolina
$344M +$51.2M +18% 10.5% 73.5% 100 10%
PCM
4394
Pennsylvania Capital Management
Pennsylvania
$344M +$30.9M +10% 9.13% 70.6% 112 8.04%
V
4395
ValueWorks
New York
$344M +$39.8M +13% 19.1% 110% 34 0%
TA
4396
TFB Advisors
Kansas
$343M -$38.3M -10% 7.28% 62.4% 362 22.65%
CP
4397
Capital Planning
Washington
$343M +$25M +8% 7.37% 68.9% 82 7.32%
PAWA
4398
Palo Alto Wealth Advisors
California
$343M +$78.9M +30% 22.5% 108% 65 16.92%
PWA
4399
PCG Wealth Advisors
Kansas
$343M +$148M +76% 12.5% 71.4% 153 45.75%
WCM
4400
Westend Capital Management
California
$343M +$18.6M +6% 14.3% 279 27.24%