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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
CFIM
6051
Client First Investment Management
Wisconsin
$156M +$24.9M +19% 8.62% 31 48.39%
TDC
6052
Thompson Davis & Co
Virginia
$155M +$20.1M +15% 19.6% 200% 151 29.8%
KWAG
6053
Kiely Wealth Advisory Group
North Carolina
$155M -$2.39M -2% 0.11% 318 3.14%
KCM
6054
Knoll Capital Management
Florida
$155M -$60.5M -28% 0.46% 269% 36 2.78%
FWA
6055
FSC Wealth Advisors
New York
$155M +$16M +12% 0.92% 53.6% 329 18.84%
MCA
6056
Martin Capital Advisors
Texas
$155M +$14.8M +11% 5.52% 117% 70 5.71%
USPCM
6057
Union Square Park Capital Management
New York
$155M +$17.3M +13% 0.88% 47.3% 45 51.11%
LWP
6058
Laurel Wealth Planning
Minnesota
$155M +$1.92M +1% 1.97% 41.6% 55 3.64%
EIM
6059
Ervin Investment Management
Washington
$155M -$838K -0.5% 3.39% 84.3% 39 5.13%
SVBP
6060
Strategic Value Bank Partners
Ohio
$155M -$7.89M -5% 5.73% 58.2% 18 22.22%
LWA
6061
Ledgewood Wealth Advisors
New Hampshire
$155M +$6.45M +4% 1.41% 73 6.85%
GWCM
6062
Godshalk Welsh Capital Management
Pennsylvania
$155M -$3.29M -2% 0.17% 54.7% 126 6.35%
CNWM
6063
Clay Northam Wealth Management
California
$155M +$9.58M +7% 6.43% 84.5% 98 12.24%
NC
6064
Nipun Capital
California
$155M -$3.43M -2% 8.9% 9 33.33%
FOFP
6065
Fee-Only Financial Planning
South Carolina
$155M -$1.28M -0.8% 1.31% 54.6% 40 0%
KA
6066
Kearns & Associates
California
$155M +$3.07M +2% 1.28% 69.4% 44 4.55%
OWG
6067
Oxford Wealth Group
Florida
$155M +$31.8M +26% 3.17% 62 14.52%
WG
6068
Wealth Group
North Carolina
$155M +$5.58M +4% 1.28% 164 9.76%
CFAM
6069
Center For Asset Management
Florida
$154M -$12.9M -8% 0.27% 60.7% 132 18.94%
TF
6070
Tenon Financial
New Jersey
$154M +$3.45M +2% 0.68% 49 16.33%
DEM
6071
Disciplined Equity Management
Florida
$154M -$4.12M -3% 0.34% 56.1% 63 7.94%
RB
6072
Renasant Bank
Mississippi
$154M +$2.31M +2% 0.6% 53.8% 184 16.85%
MFG
6073
Mendota Financial Group
Wisconsin
$154M -$55.1M -26% 0.75% 53.8% 1,212 71.62%
HWM
6074
HFG Wealth Management
Texas
$154M -$2.67M -2% 1.26% 42 7.14%
BCPE
6075
Bain Capital Public Equity
Massachusetts
$154M +$10.1M +7% 7.89% 169% 45 57.78%