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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
OPW
4426
Oxler Private Wealth
New York
$285M -$19.6M -6% 5% 87.3% 86 2.33%
NIM
4427
Nicollet Investment Management
Minnesota
$284M -$6.75M -2% 5.09% 82% 75 12%
CPIA
4428
Cornell Pochily Investment Advisors
New York
$284M -$1.96M -0.7% 0.63% 83.7% 174 9.2%
CA
4429
CV Advisors
Florida
$284M -$3.21M -1% 6.77% 98.9% 44 40.91%
PCM
4430
Princeton Capital Management
New Jersey
$284M -$38.9M -12% 8.03% 148% 131 16.03%
ATI
4431
ARK & TLK Investments
Oklahoma
$284M -$3.93M -1% 1.4% 114 4.39%
BPCM
4432
Beach Point Capital Management
California
$284M -$657M -70% 3.04% 110% 34 52.94%
HZ
4433
Hixon Zuercher
Ohio
$284M +$23.7M +9% 0.76% 87.5% 85 12.94%
TWM
4434
TriaGen Wealth Management
California
$284M -$13.2M -4% 0.18% 113% 196 29.08%
RW
4435
Rockport Wealth
Ohio
$283M +$58.4M +26% 0.24% 77 58.44%
CS
4436
Cisco Systems
California
$283M -$70.3M -20% 5.37% 212% 4 50%
FNWM
4437
Financial Network Wealth Management
Utah
$283M +$3.39M +1% 2.46% 322 64.29%
DCM
4438
DG Capital Management
New York
$283M -$14.5M -5% 1.63% 81.2% 29 41.38%
SFP
4439
Sandbox Financial Partners
Maryland
$283M -$16.6M -6% 4.32% 69.6% 117 15.38%
CWA
4440
CJM Wealth Advisers
Virginia
$283M -$13.6M -5% 4.11% 71.5% 72 11.11%
FMB
4441
Field & Main Bank
Kentucky
$283M -$1.08M -0.4% 1.88% 86.2% 259 7.72%
RW
4442
Rede Wealth
Virginia
$283M +$22.1M +8% 9.65% 80.5% 107 6.54%
AWP
4443
Accretive Wealth Partners
New Jersey
$283M +$47.6M +20% 0.13% 57.3% 146 18.49%
AIM
4444
Advyzon Investment Management
Illinois
$283M +$23.7M +9% 0.76% 311 34.41%
GJWM
4445
Gilliland Jeter Wealth Management
Arkansas
$283M -$13.4M -5% 2.3% 182 8.24%
BDA
4446
Borer Denton & Associates
Pennsylvania
$283M -$4.78M -2% 2.29% 44.2% 61 4.92%
WWM
4447
WJ Wealth Management
Arizona
$283M -$7.7M -3% 3.28% 73.3% 86 20.93%
MTCM
4448
Mint Tower Capital Management
Netherlands
$283M -$122M -30% 1.08% 36% 188 41.49%
FMTCOCP
4449
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$282M +$18M +7% 1.03% 60.9% 417 10.55%
ECAM
4450
East Coast Asset Management
Massachusetts
$282M -$16.9M -6% 3.64% 142% 72 5.56%