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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
NWM
6401
Navigation Wealth Management
Colorado
$107M +$91.5M +597% 9.25% 9.65% 130 69.23%
NWMG
6402
National Wealth Management Group
Ohio
$107M 8.72% 123% 124
OCM
6403
Once Capital Management
New York
$107M 13.5% 570% 17
T
6404
TRUADVICE
Florida
$107M -$2.58M -2% 4.25% 21.6% 124 19.35%
WM
6405
Westpark Management
Texas
$107M 10.2% 8
BF
6406
Brooklyn FI
New York
$107M 3.02% 54.7% 39
OC
6407
Oppenheimer & Close
New York
$106M +$1.95M +2% 9.18% 149% 64 4.69%
DM
6408
Delphi Management
Massachusetts
$106M +$9.03M +9% 12.5% 111% 109 19.27%
DFA
6409
DHK Financial Advisors
New Hampshire
$106M 5.89% 46.1% 37
MSCM
6410
Marlin Sams Capital Management
New York
$106M +$53M +100% 3.3% 53.1% 6 50%
CNWM
6411
Clay Northam Wealth Management
California
$106M 7.04% 107% 88
AC
6412
Ayrton Capital
Connecticut
$106M 0.92% 118
P
6413
Pariax
California
$106M 2.21% 39
D
6414
Dentgroup
Louisiana
$106M 7.2% 53.6% 82
MCWA
6415
Meadow Creek Wealth Advisors
Georgia
$106M 11.9% 121
BWS
6416
BCR Wealth Strategies
Alabama
$106M 5.73% 42.2% 122
CPW
6417
Crestmont Private Wealth
Texas
$106M 8% 54.8% 41
MC
6418
Mayar Capital
United Kingdom
$106M +$12.9M +14% 1.77% 14.7% 12 0%
MWM
6419
Maripau Wealth Management
Indiana
$106M 4.94% 55.6% 81
PIPST
6420
Prescott Investors Profit Sharing Trust
Florida
$106M 3.06% 8
5SA
6421
5th Street Advisors
Connecticut
$105M 5.23% 47.5% 14
NCA
6422
New Century Advisors
Maryland
$105M 5.56% 107
CGA
6423
Channing Global Advisors
Florida
$105M 3.28% 131% 41
SGM
6424
Seven Grand Managers
New York
$105M 0.79% 281% 67
JRFS
6425
James Reed Financial Services
Ohio
$105M 8.45% 191