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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
$132M +$7.7M +6% 6.52% 84.5% 94 12.77%
FIC
6302
FCG Investment Company
Tennessee
$132M +$6.82M +5% 6.4% 104 14.42%
ACM
6303
Alethea Capital Management
Washington
$132M +$8.68M +7% 9.1% 200% 52 78.85%
O3W
6304
Omni 360 Wealth
New Jersey
$132M +$10.7M +9% 1.77% 110 8.18%
CWM
6305
Certus Wealth Management
California
$132M +$6.03M +5% 3.31% 54 11.11%
NRWA
6306
North Ridge Wealth Advisors
Oregon
$132M +$2.71M +2% 0.12% 29.5% 43 11.63%
OPL
6307
Orland Properties Ltd
British Virgin Islands
$132M -$45.3M -26% 4.32% 101% 13 15.38%
SIM
6308
Sterling Investment Management
Arizona
$132M -$10.2M -7% 1.1% 44.1% 65 15.38%
SWMP
6309
Signature Wealth Management Partners
New Jersey
$132M +$8.68M +7% 4.5% 70% 107 8.41%
FWM
6310
FMB Wealth Management
California
$132M +$6.16M +5% 2.15% 60.8% 72 11.11%
CIM
6311
Chapman Investment Management
California
$132M -$4.21M -3% 3.3% 44% 33 6.06%
LFA
6312
Longview Financial Advisors
Alabama
$131M -$1.74M -1% 1.77% 45 4.44%
MWVC
6313
Morgens Waterfall Vintiadis & Co
New York
$131M -$13.3M -9% 12.4% 484% 42 59.52%
RLWM
6314
RF&L Wealth Management
Massachusetts
$131M +$1.59M +1% 2.15% 69.9% 56 0%
EG
6315
Ellerson Group
Maryland
$131M +$619K +0.5% 8.6% 138% 51 11.76%
CBCM
6316
Cook & Bynum Capital Management
Alabama
$131M +$229K +0.2% 3.5% 39.2% 5 0%
SMF
6317
Sterling Manor Financial
New York
$131M -$1.78M -1% 0.58% 42.4% 28 21.43%
GA
6318
Gagnon Advisors
New York
$131M +$16.1M +14% 12.6% 78.2% 28 7.14%
LFASL
6319
Lugano Financial Advisors SA (LFA)
Switzerland
$131M -$6.07M -4% 1.2% 36.8% 184 19.57%
HFW
6320
Horizon Family Wealth
Illinois
$131M +$1.59M +1% 2.88% 59.9% 76 0%
NWMG
6321
National Wealth Management Group
Ohio
$131M +$2.74M +2% 4.97% 123% 160 35.63%
F4L
6322
Fortune 45 LLC
Louisiana
$131M +$9.43M +8% 5.45% 64.5% 26 3.85%
E3F
6323
Eight 31 Financial
Texas
$131M -$30M -19% 0.03% 92 31.52%
EFG
6324
Erickson Financial Group
Pennsylvania
$131M +$3.62M +3% 3.25% 63.3% 24 8.33%
KAM
6325
Kinney Asset Management
Illinois
$131M -$24.6M -16% 9.87% 10.1% 4 0%