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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
CNWM
6301
Clay Northam Wealth Management
California
$101M -$4.38M -4% 2.71% 107% 81 7.41%
KWM
6302
Kolinsky Wealth Management
New Jersey
$101M -$4.68M -4% 2.56% 44.6% 144 13.19%
ACL
6303
Applied Capital LLC
Florida
$101M -$5.18M -5% 2.71% 71% 78 1.28%
MWM
6304
MY Wealth Management
Maryland
$101M -$8.98M -8% 4.58% 36.1% 29 0%
4WM
6305
4J Wealth Management
Virginia
$100M -$2.6M -3% 1.88% 68.2% 88 6.82%
WFS
6306
Widmann Financial Services
Maryland
$100M -$4.17M -4% 4.55% 75.2% 88 5.68%
CMS
6307
Capital Market Strategies
Florida
$100M -$7.77M -7% 2.24% 120% 150 9.33%
OC
6308
Oppenheimer & Close
New York
$100M +$3.94M +4% 1.52% 149% 56 8.93%
CFAM
6309
Center For Asset Management
Florida
$100M -$5.71M -5% 3.13% 60.7% 106 16.98%
CCM
6310
Clearfield Capital Management
New York
$100M -$23.1M -19% 6.91% 421% 10 80%
FWMM
6311
Foundation Wealth Management (Missouri)
Missouri
$100M -$2.44M -2% 3.4% 64% 40 5%
SMWM
6312
Silvia McColl Wealth Management
California
$100M -$7.75M -7% 1.94% 76.1% 108 10.19%
RRCP
6313
Rip Road Capital Partners
Massachusetts
$99.9M +$16.2M +19% 2.79% 121% 15 40%
BFP
6314
Brewster Financial Planning
New York
$99.9M -$3.64M -4% 4.21% 40.8% 15 0%
F4L
6315
Fortune 45 LLC
Louisiana
$99.9M +$1.76M +2% 2.62% 78.9% 32 21.88%
OFA
6316
Oaktree Fund Advisors
California
$99.7M -$18.3M -15% 6.28% 132% 47 4.26%
IAP
6317
Indie Asset Partners
Indiana
$99.2M +$7.28M +8% 4.61% 119% 85 10.59%
EWS
6318
Evergreen Wealth Solutions
Pennsylvania
$99.1M -$70.5K -0.1% 2.71% 70.9% 109 9.17%
APW
6319
Atlantic Private Wealth
North Carolina
$99M +$686K +0.7% 2.66% 55.7% 125 24.8%
BIA
6320
Benchmark Investment Advisors
Illinois
$99M -$9.43M -9% 2.44% 93 19.35%
SAM
6321
Scion Asset Management
California
$99M -$1.64B -94% 6.3% 1.91% 38 78.95%
SL
6322
Stevard LLC
Illinois
$98.9M -$6.28M -6% 5.6% 45 4.44%
DA
6323
Dover Advisors
Virginia
$98.8M -$13.9M -12% 5% 65% 106 6.6%
LHWM
6324
Lake Hills Wealth Management
Texas
$98.8M +$7.04M +8% 0.88% 78.8% 48 47.92%
ASFA
6325
All Season Financial Advisors
Colorado
$98.8M -$12.6M -11% 1.33% 33.8% 114 41.23%