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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
OGF
5276
Orin Green Financial
California
$143M +$1.88M +1% 1.17% 53.3% 68 2.94%
FFC
5277
Fure Financial Corporation
Minnesota
$143M +$5.56M +4% 0.21% 59.5% 56 66.07%
NWA
5278
Navis Wealth Advisors
New York
$143M +$24.2M +20% 2.08% 107% 129 22.48%
ILCM
5279
Ivy Lane Capital Management
Florida
$143M +$1.81M +1% 0.52% 101% 10 20%
QCIG
5280
Quad-Cities Investment Group
Iowa
$143M -$4.06M -3% 1.08% 61% 189 12.17%
TCB
5281
Texas Capital Bancshares
Texas
$143M +$5.15M +4% 0.13% 175% 80 8.75%
AWA
5282
Acorn Wealth Advisors
Michigan
$143M -$1.78M -1% 0.46% 53.6% 177 9.6%
WOSD
5283
WFA of San Diego
California
$143M +$14.1M +11% 0.37% 144 38.89%
SA
5284
swisspartners Advisors
Switzerland
$142M +$14.8M +12% 5.15% 73.2% 41 41.46%
HWA
5285
Hilltop Wealth Advisors
North Carolina
$142M +$1.03M +0.7% 1.22% 58.3% 36 0%
CAM
5286
Crown Advisors Management
California
$142M -$2.53M -2% 2.27% 284% 47 25.53%
ACM
5287
Arrow Capital Management
New York
$142M -$1.62M -1% 3.85% 15 33.33%
BWM
5288
Benchmark Wealth Management
Connecticut
$142M -$3.36M -2% 0.6% 42.7% 47 4.26%
RCM
5289
Regency Capital Management
Hawaii
$142M +$9.83M +7% 1.03% 92.1% 156 29.49%
RBC
5290
Rye Brook Capital
Connecticut
$142M +$755K +0.5% 2.11% 67.3% 33 36.36%
CRI
5291
Colonial River Investments
Virginia
$142M +$1.89M +1% 1.93% 144% 194 86.6%
CWMU
5292
Caliber Wealth Management (Utah)
Utah
$142M +$695K +0.5% 1.93% 36.5% 76 11.84%
WWM
5293
Wolff Wiese Magana
California
$142M +$1.7M +1% 0.53% 136% 918 15.8%
AWP
5294
Accretive Wealth Partners
New Jersey
$142M +$3.02M +2% 0.84% 57.3% 116 12.93%
KC
5295
Kinloch Capital
Virginia
$142M +$2.41M +2% 1.95% 63.4% 68 13.24%
CCM
5296
Colorado Capital Management
Colorado
$142M -$7M -5% 0.63% 53.4% 74 2.7%
MWM
5297
McNaughton Wealth Management
California
$141M -$1.16M -0.8% 0.4% 50.3% 50 6%
AIFAIM
5298
American Institute for Advanced Investment Management
Arizona
$141M -$769K -0.5% 0.95% 72.8% 125 8.8%
CS
5299
Capital Square
Tennessee
$141M +$5.55M +4% 1.26% 53.1% 165 17.58%
TIAM2
5300
Tru Independence Asset Management 2
Oregon
$141M -$5.47M -4% 0.68% 129 32.56%