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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
O3W
6326
Omni 360 Wealth
New Jersey
$146M +$13.9M +11% 6.21% 111 5.41%
CPCP
6327
Cedar Point Capital Partners
Iowa
$146M +$11.9M +9% 5.4% 65 18.46%
EPIM
6328
Equinox Partners Investment Management
Connecticut
$146M -$9.71M -6% 10.5% 241% 9 0%
GCIM
6329
Gunn & Company Investment Management
Florida
$145M -$1.54B -91% 7.51% 146 59.59%
CWI
6330
Conscious Wealth Investments
Florida
$145M +$6.19M +4% 6.58% 50 6%
CNWM
6331
Clay Northam Wealth Management
California
$145M +$13.4M +10% 4.74% 107% 94 9.57%
MCM
6332
McDonough Capital Management
Florida
$145M +$7.88M +6% 4.87% 98.1% 47 8.51%
MAM
6333
MPM Asset Management
Massachusetts
$145M -$36.8M -20% 0.48% 5.89% 6 0%
MWA
6334
Mills Wealth Advisors
Texas
$145M +$5.32M +4% 4.55% 37.4% 59 16.95%
WBCM
6335
Wilson & Boucher Capital Management
California
$145M +$14.7M +11% 6.59% 69.8% 120 10.83%
AIM
6336
AHL Investment Management
Florida
$145M +$8.63M +6% 7.4% 57.7% 69 7.25%
SC
6337
Shearwater Capital
Colorado
$145M +$8.85M +7% 6.35% 64.2% 48 12.5%
HA
6338
Hofer & Associates
California
$145M +$16M +12% 4.91% 54.2% 60 6.67%
LFA
6339
Legend Financial Advisors
Pennsylvania
$145M +$3.92M +3% 6.44% 117% 295 47.46%
KSCM
6340
King Street Capital Management
New York
$145M +$65.3M +82% 41.8% 140% 10 40%
RFA
6341
ROI Financial Advisors
Oregon
$145M +$7.03M +5% 5.27% 69 14.49%
PIA
6342
Panoramic Investment Advisors
Colorado
$145M 5.28% 118
TFG
6343
Taylor Financial Group
Virginia
$145M +$14.6M +11% 9.33% 100 10%
LWA
6344
Lantern Wealth Advisors
New York
$144M +$6.42M +5% 7.05% 135 9.63%
CIA
6345
Cladis Investment Advisory
Montana
$144M +$6.45M +5% 7.69% 131% 146 14.38%
TFP
6346
Tilia Fiduciary Partners
North Carolina
$144M +$16.4M +13% 6.98% 90.5% 108 13.89%
AWM
6347
Allen Wealth Management
North Carolina
$144M +$31.9M +28% 6.33% 62 11.29%
BCPE
6348
Bain Capital Public Equity
Massachusetts
$144M +$39.2M +37% 13.1% 169% 44 43.18%
PI
6349
Pelion Inc
Utah
$144M +$22.5M +19% 22.8% 16.9% 4 0%
MKW
6350
Mullaney, Keating & Wright
Connecticut
$144M +$15.1M +12% 9.12% 56 5.36%