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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
BWG
4901
Balanced Wealth Group
Ohio
$279M +$6.12M +2% 76
KF
4902
Ketron Financial
California
$279M -$21.1M -7% 60
NCM
4903
NCM Capital Management
New Jersey
$279M +$9.69M +4% 186
CCC
4904
Compass Capital Corp
Massachusetts
$279M +$19.1M +7% 213
CRI
4905
Colonial River Investments
Virginia
$279M -$1.36M -0.5% 245
EWP
4906
Elevation Wealth Partners
California
$279M -$3.25M -1% 1,147
MPAM
4907
Murphy Pohlad Asset Management
Minnesota
$279M +$18.5M +7% 137
CG
4908
Clarus Group
Texas
$279M +$1.35M +0.5% 116
LJCM
4909
Lee Johnson Capital Management
Texas
$279M -$12.6M -4% 115
NIWA
4910
New Insight Wealth Advisors
California
$279M -$1.06M -0.4% 113
DK
4911
David Kennon
Florida
$279M -$2.46M -0.9% 42
SL
4912
SOF Ltd
Cayman Islands
$279M -$11M -4% 1
CB
4913
Centennial Bank
Arkansas
$279M +$27.1M +11% 352
CC
4914
Checkpoint Capital
California
$279M -$37M -12% 9
DI
4915
Disciplined Investments
Oklahoma
$279M +$18.4M +7% 146
EM
4916
Excalibur Management
Massachusetts
$278M +$1.1M +0.4% 166
SWP
4917
ShoreHaven Wealth Partners
New Jersey
$278M +$25.5K +0% 115
QFPS
4918
Quantum Financial Planning Services
Washington
$278M +$2.51M +0.9% 57
APW
4919
Alliance Private Wealth
Massachusetts
$278M -$9.18M -3% 82
MCC
4920
Malaga Cove Capital
California
$278M -$10.6M -4% 206
ACP
4921
Arcus Capital Partners
Georgia
$278M -$312K -0.1% 161
KWM
4922
Kanen Wealth Management
Florida
$278M -$51.3M -16% 43
RW
4923
Rede Wealth
Virginia
$278M -$9.73M -3% 112
CWA
4924
Centerline Wealth Advisors
Kentucky
$278M +$1.81M +0.7% 76
RWM
4925
RBA Wealth Management
California
$278M -$17.5M -6% 98