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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
KCFA
5001
Key Client Fiduciary Advisors
New Jersey
$171M +$10.9M +7% 181
PIA
5002
Powell Investment Advisors
Florida
$171M -$8.61M -5% 141
HCM
5003
Hutner Capital Management
Vermont
$171M +$6.76M +4% 44
KWM
5004
KFG Wealth Management
Indiana
$171M +$26.6M +18% 122
MAWCM
5005
Mine & Arao Wealth Creation & Management
California
$171M +$15.2M +10% 346
KIG
5006
Kennedy Investment Group
New Jersey
$171M +$7.33M +4% 123
RA
5007
Ruggaard & Associates
Ohio
$171M +$8.84M +5% 110
MAM
5008
MMA Asset Management
Pennsylvania
$171M +$30.9M +22% 121
NG
5009
NWK Group
California
$171M +$16.8M +11% 75
CPW
5010
Crestmont Private Wealth
Texas
$171M +$17.6M +12% 52
FCA
5011
Fortis Capital Advisors
Kansas
$171M -$16.2M -9% 652
CWP
5012
Corepath Wealth Partners
Arizona
$170M +$11.1M +7% 43
AWA
5013
Alta Wealth Advisors
Massachusetts
$170M +$11.8M +7% 142
PWMG
5014
Provence Wealth Management Group
California
$170M +$20.1M +13% 160
NEPPG
5015
New England Professional Planning Group
Rhode Island
$170M +$4.77M +3% 40
AFGAS
5016
Allegiance Financial Group Advisory Services
Virginia
$170M +$34.5M +25% 72
RWM
5017
Ruedi Wealth Management
Illinois
$170M +$14.5M +9% 266
CB
5018
CNB Bank
Pennsylvania
$170M +$5.7M +3% 494
HWP
5019
Heritage Wealth Partners
Ohio
$170M +$43.5M +34% 83
PAM
5020
Peninsula Asset Management
Florida
$170M +$10.1M +6% 42
TL
5021
Tradewinds LLC
North Carolina
$170M +$4.7M +3% 128
CLCM
5022
Center Lake Capital Management
Florida
$169M +$14.8M +10% 12
PPWM
5023
PFG Private Wealth Management
Florida
$169M +$12.1M +8% 297
FCCM
5024
First City Capital Management
Georgia
$169M -$1.61M -0.9% 180
HWA
5025
Hillcrest Wealth Advisors
New Jersey
$169M +$640K +0.4% 48