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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
NLWP
6001
Next Level Wealth Planning
Idaho
$195M +$6.79M +4% 73
CFG
6002
Clayton Financial Group
Missouri
$195M -$1.45M -0.7% 641
CCP
6003
Cassia Capital Partners
North Carolina
$194M +$9.64M +5% 67
KIM
6004
Kane Investment Management
California
$194M -$11.7M -6% 107
TCFP
6005
Treasure Coast Financial Planning
Florida
$194M +$6M +3% 50
PI
6006
Pettee Investors
Connecticut
$194M +$15.9M +9% 119
EWA
6007
Exit Wealth Advisors
Georgia
$194M +$25M +15% 165
OCA
6008
OEP Capital Advisors
New York
$194M +$56.5M +41% 1
IA
6009
IFS Advisors
Kansas
$194M +$1.57M +0.8% 220
TVM
6010
True Vision MN
Minnesota
$194M -$2.87M -1% 129
O3W
6011
Omni 360 Wealth
New Jersey
$194M -$1.48M -0.8% 131
EWM
6012
Evergreen Wealth Management
Michigan
$194M -$4.85M -2% 58
GITFIT
6013
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$194M -$11.8M -6% 146
SCPM
6014
Sea Cliff Partners Management
California
$194M -$43.6M -18% 14
RCF
6015
Rainwater Charitable Foundation
Texas
$194M +$24.2M +14% 4
VH
6016
VVR Holdings
Washington
$194M +$1.19M +0.6% 45
BWM
6017
BankPlus Wealth Management
Mississippi
$194M +$12.4M +7% 126
LAI
6018
Legal Advantage Investments
California
$194M -$22.5M -10% 91
BW
6019
BostonPremier Wealth
Massachusetts
$194M -$1.62M -0.8% 74
MUAMU
6020
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$193M -$11.7M -6% 110
TDWM
6021
Topel & Distasi Wealth Management
California
$193M -$11.3M -6% 61
JHA
6022
Jackson Hill Advisors
Texas
$193M -$22.2M -10% 13
BWS
6023
Broadway Wealth Solutions
Texas
$193M +$6.15M +3% 100
WWC
6024
Waypoint Wealth Counsel
Georgia
$193M -$79.2M -29% 302
ACM
6025
Ayrshire Capital Management
Connecticut
$193M -$24.6M -11% 54