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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
FD
6326
Financial Designs
California
$163M +$19.5M +14% 7.02% 42.1% 36 47.22%
CFIM
6327
Client First Investment Management
Wisconsin
$163M +$15.6M +11% 17.6% 33 78.79%
WFAG
6328
Worth Financial Advisory Group
North Carolina
$163M +$5.52M +4% 12.8% 60.9% 169 20.71%
PIA
6329
Panoramic Investment Advisors
Colorado
$163M +$14.8M +10% 9.66% 127 14.17%
LKBC
6330
L.K. Benson & Company
Maryland
$163M +$18.4M +13% 6.2% 102 6.86%
NRWA
6331
North Ridge Wealth Advisors
Oregon
$163M +$13.1M +9% 7.35% 29.5% 182 14.29%
RA
6332
RiverPark Advisors
New York
$163M +$34.2M +27% 11.9% 87.5% 139 15.11%
GF
6333
Gimbal Financial
Indiana
$163M +$51.9M +47% 12.8% 54 38.89%
GA
6334
GraniteShares Advisors
New York
$163M +$5.8M +4% 4.87% 90.3% 99 17.17%
SP
6335
Successful Portfolios
Florida
$163M +$15.6M +11% 10.3% 101% 169 6.51%
CFSG
6336
Clark Financial Services Group
Missouri
$163M +$18.3M +13% 11.3% 102% 101 6.93%
PW
6337
Pandora Wealth
Illinois
$163M +$10.6M +7% 10.5% 309 17.15%
AGC
6338
Alden Global Capital
Florida
$163M +$68.9M +74% 19.6% 79.8% 25 56%
NCM
6339
Northland Capital Management
Minnesota
$162M +$14.6M +10% 5.18% 36.1% 31 0%
OC
6340
OxenFree Capital
Florida
$162M +$30.9M +24% 8.92% 45 6.67%
GWCM
6341
Godshalk Welsh Capital Management
Pennsylvania
$162M +$9.44M +6% 6.96% 54.7% 133 11.28%
SCM
6342
Sebold Capital Management
Illinois
$162M +$10.2M +7% 7.44% 81 13.58%
NWMG
6343
Nicholson Wealth Management Group
South Carolina
$162M +$9.93M +7% 5.76% 108 6.48%
SWMG
6344
Sard Wealth Management Group
Georgia
$162M +$13M +9% 5.02% 50 8%
CFAM
6345
Center For Asset Management
Florida
$162M -$1.33M -0.8% 8.3% 60.7% 136 12.5%
WPA
6346
Wealth Preservation Advisors
Tennessee
$162M +$22.2M +16% 16.5% 646 22.29%
AA
6347
Aufman Associates
Pennsylvania
$162M +$16.7M +11% 12.5% 76.4% 65 13.85%
PBO
6348
Peoples Bank (Ohio)
Ohio
$162M +$9.41M +6% 7.91% 71.7% 100 9%
MAM
6349
Mainsail Asset Management
Alabama
$162M +$15.7M +11% 10.8% 66 10.61%
CFG
6350
CNO Financial Group
Indiana
$162M +$42.2M +35% 0.73% 10 10%