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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
ONST
6626
Old North State Trust
North Carolina
$123M +$7.21M +6% 7.11% 135 5.93%
CWM
6627
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 7.11% 63.6% 48 8.33%
OWG
6628
Oxford Wealth Group
Florida
$123M -$22.6M -16% 4.82% 71 22.54%
GWA
6629
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 6.26% 38 15.79%
DWS
6630
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 5.82% 246 6.5%
SFG
6631
Somnio Financial Group
Connecticut
$123M +$9.2M +8% 6.84% 14 7.14%
RA
6632
RiverPark Advisors
New York
$122M +$1.62M +1% 6.05% 87.5% 146 21.23%
JAIC
6633
Josh Arnold Investment Consultant
Minnesota
$122M +$3.08M +3% 9.14% 121% 31 51.61%
FCT
6634
First Community Trust
Iowa
$122M +$5.43M +5% 4.34% 111% 319 6.9%
GPW
6635
Gentry Private Wealth
Kansas
$122M +$8.62M +8% 5.06% 88 19.32%
CA
6636
Cannon Advisors
North Carolina
$122M 5.06% 71
EB
6637
Exchange Bank
California
$122M +$4.6M +4% 7.64% 67.1% 115 6.09%
CGF
6638
Constant Guidance Financial
Massachusetts
$122M +$25.7M +27% 8.1% 33 33.33%
BAWM
6639
Bennett Associates Wealth Management
Pennsylvania
$122M +$11.1M +10% 6.4% 50 28%
IPAM
6640
Investment Partners Asset Management
New Jersey
$122M +$9.84M +9% 6.34% 145 9.66%
BSHC
6641
Breed's Hill Capital
Massachusetts
$122M +$9.12M +8% 6.39% 102 10.78%
TWM
6642
Trevian Wealth Management
Massachusetts
$122M +$102M +508% 7.56% 94.1% 32 65.63%
RCM
6643
RMR Capital Management
California
$122M +$12.3M +11% 8.25% 73 6.85%
NWMG
6644
Nicholson Wealth Management Group
South Carolina
$122M 14.3% 97
EI
6645
EDMP Inc
Florida
$122M +$11.3M +10% 10.6% 68.1% 84 13.1%
SRB
6646
Shotwell Rutter Baer
Michigan
$122M +$8.82M +8% 5.8% 34 2.94%
S
6647
Sunpointe
Missouri
$122M -$32.1M -21% 5.72% 192 26.04%
HA
6648
HC Advisors
Georgia
$122M +$13.2M +12% 6.74% 55.2% 53 5.66%
PWP
6649
Parkwoods Wealth Partners
New York
$122M 6.68% 31
CC
6650
Cultivar Capital
Texas
$122M +$2.17M +2% 8.59% 196 86.22%