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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
WW
5876
Windle Wealth
Oklahoma
$223M -$284K -0.1% 0.09% 73% 34 2.94%
NWP
5877
NerdWallet Wealth Partners
New York
$223M +$19.1M +9% 1.93% 64 9.38%
TWA
5878
Tandem Wealth Advisors
Arizona
$223M +$12.7M +6% 1.36% 43.1% 49 8.16%
CCM
5879
Clearfield Capital Management
New York
$223M +$55.9M +33% 4.59% 421% 19 42.11%
HI
5880
Humankind Investments
New York
$223M -$214M -49% 3.44% 62.5% 153 88.24%
IWMWV
5881
Ironwood Wealth Management (West Virginia)
West Virginia
$223M +$4.75M +2% 1.27% 35.2% 23 4.35%
SCM
5882
Sarissa Capital Management
Connecticut
$223M +$42.5M +24% 42.1% 80% 9 11.11%
TAM
5883
Tealwood Asset Management
Minnesota
$223M -$24.2M -10% 5.05% 121% 138 16.67%
CAM
5884
Cobblestone Asset Management
Virginia
$223M +$4.12M +2% 0.8% 50.6% 77 12.99%
NFG
5885
Northbridge Financial Group
Florida
$223M 2.58% 160
HIP
5886
Hengistbury Investment Partners
United Kingdom
$223M +$64.8M +41% 0.8% 108% 4 25%
CCM
5887
Cambridge Capital Management
Illinois
$223M +$14.1M +7% 1.51% 45 4.44%
PAP
5888
Persistent Asset Partners
Hong Kong
$223M +$77.2M +53% 39.3% 464 70.26%
PFA
5889
Peak Financial Advisors
Colorado
$223M +$14.2M +7% 2.45% 40.1% 98 24.49%
DC
5890
Darrow Company
Massachusetts
$223M +$7M +3% 1.08% 41.1% 59 10.17%
MPWS
5891
McCarter Private Wealth Services
Massachusetts
$222M +$27.2M +14% 3.45% 160 25%
BP
5892
Bandera Partners
New York
$222M -$5.65M -2% 2.61% 55.4% 13 0%
NAMNJ
5893
NorthStar Asset Management (New Jersey)
New Jersey
$222M +$13.5M +6% 2.36% 111 13.51%
LGW
5894
Leslie Global Wealth
Illinois
$222M +$9.05M +4% 2.24% 80 18.75%
CWP
5895
Core Wealth Partners
California
$222M +$4.27M +2% 2.57% 63.8% 191 10.99%
PC
5896
Powers Capital
California
$222M +$5.22M +2% 2.41% 2 0%
SCM
5897
Sterneck Capital Management
Missouri
$222M +$7.06M +3% 2.93% 61.5% 117 16.24%
ATC
5898
Advantage Trust Company
Kansas
$222M +$662K +0.3% 1.88% 192 36.98%
E
5899
EntreWealth
Texas
$222M +$27.6M +14% 2.09% 100 20%
ICP
5900
Islander Capital Partners
California
$222M 1.83% 14