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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
NLWP
6451
Next Level Wealth Planning
Idaho
$156M +$24.1M +18% 10% 58 22.41%
TIM
6452
Tevis Investment Management
Texas
$156M +$21.4M +16% 5.99% 54.1% 112 21.43%
SPWG
6453
Sage Private Wealth Group
Illinois
$156M +$24M +18% 7.61% 56.7% 102 29.41%
PFMU
6454
Privium Fund Management (UK)
United Kingdom
$156M +$26.6M +21% 5.14% 27.7% 21 71.43%
BWM
6455
Base Wealth Management
Florida
$156M +$24.8M +19% 6.06% 59 16.95%
DKCM
6456
Davidson Kahn Capital Management
California
$156M +$26.1M +20% 11.7% 59 10.17%
CC
6457
Climber Capital
Switzerland
$156M +$28.8M +23% 5.45% 66 10.61%
OWA
6458
Oak Wealth Advisors
Illinois
$156M +$20.8M +15% 9.09% 58 12.07%
AIP
6459
Alapocas Investment Partners
Massachusetts
$156M -$7.68M -5% 3.25% 51.7% 22 9.09%
IOOF
6460
Independent Order of Foresters
Ontario, Canada
$156M +$15M +11% 10.6% 54.8% 2 0%
SL
6461
SFM LLC
New Hampshire
$156M +$19.8M +15% 10.1% 62 16.13%
BCG
6462
BayBridge Capital Group
California
$156M +$16.7M +12% 12.9% 89 2.25%
CIA
6463
Cascade Investment Advisors
Oregon
$156M +$7.75M +5% 10% 71.4% 118 11.02%
SOWBOCOPL
6464
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$156M +$786K +0.5% 0.13% 4.83% 6 0%
CP
6465
Castleview Partners
Texas
$156M +$7.88M +5% 4.49% 54.5% 198 24.24%
TC
6466
Tacita Capital
Ontario, Canada
$156M +$16.7M +12% 9.51% 60.3% 220 7.73%
SWR
6467
Spahn Wealth & Retirement
Arizona
$155M +$19.2M +14% 27.1% 40 32.5%
HIA
6468
Harvest Investment Advisors
Florida
$155M +$17M +12% 10.8% 59 15.25%
CWM
6469
Certus Wealth Management
California
$155M +$8.01M +5% 8.87% 57 8.77%
EFIC
6470
Eliot Finkel Investment Counsel
California
$155M +$8.21M +6% 2.3% 55.2% 32 6.25%
GWM
6471
Greenhouse Wealth Management
Connecticut
$155M +$21.4M +16% 10.4% 65.7% 60 16.67%
RLWM
6472
RF&L Wealth Management
Massachusetts
$155M +$15.4M +11% 9.04% 69.9% 60 5%
LA
6473
Lakeside Advisors
Washington
$155M +$4.17M +3% 11.2% 64.4% 63 1.59%
ICM
6474
Islay Capital Management
Texas
$155M +$6.99M +5% 5.9% 65.2% 215 20.93%
SFS
6475
Sharp Financial Services
Pennsylvania
$155M +$24.4M +19% 12.2% 102 24.51%