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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
NRWA
6251
North Ridge Wealth Advisors
Oregon
$144M -$2.61M -2% 3.83% 29.5% 195 78.46%
WWM
6252
Whalen Wealth Management
Nevada
$144M +$2.95M +2% 3.24% 182 62.64%
TFG
6253
Taylor Financial Group
Virginia
$144M -$328K -0.2% 0.73% 102 8.82%
BMD
6254
Better Money Decisions
New Mexico
$144M +$3.34M +2% 1.47% 32.7% 70 12.86%
NIF
6255
Nalanda India Fund
Mauritius
$144M -$54.1M -27% 10.1% 15.3% 1 0%
ICM
6256
Islay Capital Management
Texas
$144M -$5.1M -3% 1.08% 65.2% 227 18.5%
FWS
6257
FinDec Wealth Services
California
$144M -$28.2M -16% 1.36% 40.4% 43 11.63%
AA
6258
Atmos Advisory
Pennsylvania
$144M +$3.3M +2% 3.19% 30.2% 32 37.5%
OS
6259
Objectivity Squared
South Carolina
$144M +$83.7K +0.1% 0.31% 55 20%
MWM
6260
Magnolia Wealth Management
Alabama
$144M +$3.18M +2% 1.54% 45.4% 13 7.69%
PWSG
6261
Pacific Wealth Strategies Group
California
$144M +$8.97M +7% 1.77% 75.5% 57 17.54%
LAS
6262
LWM Advisory Services
Florida
$144M +$8.81M +7% 1.76% 58.8% 99 10.1%
CA
6263
Carson Advisory
Georgia
$144M -$15.5M -10% 0.5% 57.9% 188 22.34%
VFG
6264
Valley Financial Group
Pennsylvania
$144M +$658K +0.5% 1.57% 60 8.33%
GC
6265
Gould Capital
Washington
$144M -$8.31M -5% 2.32% 52% 223 6.73%
MIM
6266
Merrion Investment Management
New Jersey
$144M -$7.82M -5% 6.5% 166% 109 12.84%
IIL
6267
Insight Inv LLC
California
$144M +$24.4M +21% 3.29% 136% 126 30.95%
CSI
6268
Cross Staff Investments
New York
$144M +$14M +11% 4.9% 81.2% 130 8.46%
EWS
6269
Evergreen Wealth Solutions
Pennsylvania
$143M -$3.8M -3% 3.39% 64.5% 120 23.33%
SMF
6270
Sterling Manor Financial
New York
$143M -$4.27M -3% 0.45% 42.4% 29 6.9%
IIM
6271
InTrack Investment Management
Vermont
$143M +$2.28M +2% 4.19% 84.9% 127 20.47%
TCM
6272
Tao Capital Management
California
$143M +$32.9M +30% 36.7% 356% 10 0%
LIA
6273
LSP Investment Advisors
New York
$143M -$42.4M -23% 1.86% 104% 27 25.93%
LAIC
6274
Lederer & Associates Investment Counsel
California
$143M +$1.11M +0.8% 2.01% 75.5% 88 7.95%
OPW
6275
Osprey Private Wealth
New York
$143M +$483K +0.3% 0.91% 50 6%