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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
CNBT
5001
Cornerstone National Bank & Trust
Illinois
$163M -$10.2M -6% 58
NFG
5002
Northeast Financial Group
Pennsylvania
$163M +$6.73M +4% 66
IWN
5003
Independent Wealth Network
Iowa
$163M -$3.76M -2% 215
QC
5004
Qalhat Capital
British Virgin Islands
$162M -$5.69M -3% 8
OIM
5005
Opus Investment Management
Massachusetts
$162M -$116M -42% 73
AWM
5006
Activest Wealth Management
Florida
$162M +$17.9M +12% 594
RWA
5007
Rooted Wealth Advisors
Illinois
$162M +$14.1M +9% 88
MA
5008
Mezzasalma Advisors
New Jersey
$162M -$2.71M -2% 88
SLA
5009
Silver Lake Advisory
Utah
$162M -$24.9M -13% 95
WPW
5010
Watershed Private Wealth
Illinois
$162M -$3.07M -2% 100
BCA
5011
Boundary Creek Advisors
New York
$162M -$48.3M -23% 43
LFPWM
5012
Leicht Financial Planning & Wealth Management
New Jersey
$162M -$3.52M -2% 22
HWP
5013
Highline Wealth Partners
California
$162M +$3.14M +2% 406
IGYL
5014
I.G.Y. Ltd
United Kingdom
$162M +$2.27M +1% 3
JKSF
5015
John & Kathleen Schreiber Foundation
Illinois
$162M +$14.6M +10% 4
AA
5016
ACT Advisors
North Carolina
$161M +$10.1M +7% 40
NEPPG
5017
New England Professional Planning Group
Rhode Island
$161M -$8.8M -5% 41
OFW
5018
Omnia Family Wealth
Florida
$161M +$14.2M +10% 73
TWM
5019
Trinity Wealth Management
Pennsylvania
$161M -$2.39M -1% 46
KC
5020
Kize Capital
New York
$161M -$39.5M -20% 6
VCM
5021
Vector Capital Management
California
$161M -$148M -48% 5
WMWM
5022
Whitaker-Myers Wealth Managers
Ohio
$161M +$11.8M +8% 82
KIC
5023
Kensington Investment Counsel
California
$161M +$3.35M +2% 103
AMR
5024
Asset Management Resources
Massachusetts
$161M -$3.52M -2% 61
AIM
5025
Ausbil Investment Management
Australia
$161M +$156K +0.1% 68