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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
NFAM
5151
North Fourth Asset Management
New Jersey
$164M -$122M -43% 2.65% 104% 100 86%
CPW
5152
Crestmont Private Wealth
Texas
$163M -$7.11M -4% 3.35% 54.8% 51 13.73%
SSW
5153
Smith Shellnut Wilson
Mississippi
$163M -$13.9M -8% 3.98% 90.2% 130 4.62%
GWM
5154
Grand Wealth Management
Michigan
$163M -$4.88M -3% 3.28% 54.1% 79 20.25%
AWA
5155
Alta Wealth Advisors
Massachusetts
$163M -$7.07M -4% 3.91% 120% 138 10.87%
SF
5156
Slagle Financial
Illinois
$163M +$2.46M +2% 3.01% 77.9% 128 14.84%
PWMG
5157
Provence Wealth Management Group
California
$163M -$7.19M -4% 2.67% 482 70.95%
HCM
5158
Hutner Capital Management
Vermont
$163M -$8M -5% 3.59% 52.2% 46 6.52%
AC
5159
Applied Capital
Arkansas
$163M +$1.85M +1% 3.65% 52.6% 38 10.53%
KCFA
5160
Key Client Fiduciary Advisors
New Jersey
$163M -$8.81M -5% 3.29% 95.1% 185 12.97%
RWA
5161
Rainsberger Wealth Advisors
Colorado
$163M -$2.78M -2% 3.38% 69 4.35%
NG
5162
NWK Group
California
$163M -$7.72M -5% 1.36% 268% 73 28.77%
MA
5163
MBA Advisors
Pennsylvania
$163M -$4.37M -3% 2.95% 58.3% 126 14.29%
CNBT
5164
Cornerstone National Bank & Trust
Illinois
$163M -$10.2M -6% 3.2% 33.9% 58 6.9%
NFG
5165
Northeast Financial Group
Pennsylvania
$163M +$6.73M +4% 3.86% 31.6% 66 9.09%
IWN
5166
Independent Wealth Network
Iowa
$163M -$3.76M -2% 1.81% 75.1% 214 9.35%
EFN
5167
Equita Financial Network
Pennsylvania
$163M 3.23% 46.4% 57
QC
5168
Qalhat Capital
British Virgin Islands
$162M -$5.69M -3% 3.44% 90.3% 8 0%
OIM
5169
Opus Investment Management
Massachusetts
$162M -$116M -42% 3.6% 52.8% 73 43.84%
AWM
5170
Activest Wealth Management
Florida
$162M +$17.9M +12% 3.63% 105% 459 62.09%
RWA
5171
Rooted Wealth Advisors
Illinois
$162M +$14.1M +9% 3.68% 50.8% 88 22.73%
MA
5172
Mezzasalma Advisors
New Jersey
$162M -$2.71M -2% 1.02% 194% 88 9.09%
SLA
5173
Silver Lake Advisory
Utah
$162M -$24.9M -13% 3.03% 70.9% 95 46.32%
WPW
5174
Watershed Private Wealth
Illinois
$162M -$3.07M -2% 3.47% 71.4% 100 16%
LFPWM
5175
Leicht Financial Planning & Wealth Management
New Jersey
$162M -$3.52M -2% 3.57% 46.3% 22 18.18%