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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
LFPWM
5876
Leicht Financial Planning & Wealth Management
New Jersey
$224M +$1.8M +0.8% 1.51% 46.3% 16 25%
FC
5877
Family CFO
California
$224M +$6.42M +3% 1.61% 84% 87 60.92%
HHWM
5878
Hiley Hunt Wealth Management
Nebraska
$223M +$10.9M +5% 1.7% 49 6.12%
ERFOTCOFW
5879
Employees Retirement Fund of the City of Fort Worth
Texas
$223M +$9.57M +4% 0.69% 31.5% 23 30.43%
UAM
5880
Unison Asset Management
Florida
$223M +$9.28M +4% 3.74% 81.4% 32 3.13%
WW
5881
Windle Wealth
Oklahoma
$223M -$284K -0.1% 0.09% 73% 34 2.94%
NWP
5882
NerdWallet Wealth Partners
New York
$223M +$19.1M +9% 1.93% 64 9.38%
TWA
5883
Tandem Wealth Advisors
Arizona
$223M +$12.7M +6% 1.36% 43.1% 49 8.16%
CCM
5884
Clearfield Capital Management
New York
$223M +$55.9M +33% 4.59% 421% 19 42.11%
HI
5885
Humankind Investments
New York
$223M -$214M -49% 3.44% 62.5% 153 88.24%
IWMWV
5886
Ironwood Wealth Management (West Virginia)
West Virginia
$223M +$4.75M +2% 1.27% 35.2% 23 4.35%
SCM
5887
Sarissa Capital Management
Connecticut
$223M +$42.5M +24% 42.1% 80% 9 11.11%
TAM
5888
Tealwood Asset Management
Minnesota
$223M -$24.2M -10% 5.05% 121% 138 16.67%
CAM
5889
Cobblestone Asset Management
Virginia
$223M +$4.12M +2% 0.8% 50.6% 77 12.99%
NFG
5890
Northbridge Financial Group
Florida
$223M 2.58% 160
HIP
5891
Hengistbury Investment Partners
United Kingdom
$223M +$64.8M +41% 0.8% 108% 4 25%
CCM
5892
Cambridge Capital Management
Illinois
$223M +$14.1M +7% 1.51% 45 4.44%
PAP
5893
Persistent Asset Partners
Hong Kong
$223M +$77.2M +53% 39.3% 464 70.26%
PFA
5894
Peak Financial Advisors
Colorado
$223M +$14.2M +7% 2.45% 40.1% 98 24.49%
MA
5895
Menlo Advisors
California
$223M +$11.9M +6% 9.23% 108% 30 3.33%
DC
5896
Darrow Company
Massachusetts
$223M +$7M +3% 1.08% 41.1% 59 10.17%
MPWS
5897
McCarter Private Wealth Services
Massachusetts
$222M +$27.2M +14% 3.45% 160 25%
BP
5898
Bandera Partners
New York
$222M -$5.65M -2% 2.61% 55.4% 13 0%
NAMNJ
5899
NorthStar Asset Management (New Jersey)
New Jersey
$222M +$13.5M +6% 2.36% 111 13.51%
LGW
5900
Leslie Global Wealth
Illinois
$222M +$9.05M +4% 2.24% 80 18.75%