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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
NLA
6776
Northern Lights Advisors
Washington
$184M +$36.2M +24% 11.6% 73 23.29%
MFG
6777
Menard Financial Group
Texas
$184M +$40.6M +28% 28.3% 141% 95 29.47%
KIM
6778
Kestrel Investment Management
California
$184M +$16.2M +10% 14% 89.2% 42 11.9%
RPGNY
6779
Retirement Planning Group (New York)
New York
$184M +$28.4M +18% 15.6% 111 18.02%
LWM
6780
LeConte Wealth Management
Tennessee
$184M +$28.8M +19% 20% 188 23.94%
HG
6781
Herbst Group
Connecticut
$183M +$21.5M +13% 23% 139% 73 30.14%
MCA
6782
Millennium Capital Advisors
Arkansas
$183M +$21M +13% 16.6% 114% 148 17.57%
AWF
6783
Alpha Wealth Funds
Utah
$183M +$34.2M +23% 4.86% 78 66.67%
BWM
6784
BCO Wealth Management
New Mexico
$183M +$16.9M +10% 8.43% 46 10.87%
MCA
6785
McGuire Capital Advisors
Oklahoma
$183M +$27.1M +17% 31% 994 21.13%
CIA
6786
Cascade Investment Advisors
Oregon
$183M +$14.4M +9% 14.4% 71.4% 121 10.74%
CJ
6787
Caitlin John
Michigan
$183M +$16.5M +10% 15.3% 1,074 19.83%
CCM
6788
Crew Capital Management
Ohio
$183M +$32.3M +21% 26.6% 104% 127 25.98%
OIM
6789
Opus Investment Management
Massachusetts
$183M +$15.4M +9% 7.28% 52.8% 32 9.38%
BWM
6790
BNB Wealth Management
Maryland
$183M +$27.2M +17% 24.2% 100 16%
TIM
6791
Tevis Investment Management
Texas
$183M +$7.18M +4% 7.8% 58.7% 110 15.45%
CWMS
6792
Cannon Wealth Management Services
North Carolina
$183M +$34.9M +24% 11.6% 101 17.82%
TCGDR
6793
TB Capital Gestao de Recursos
$183M +$19.2M +12% 2.61% 21 28.57%
XAU
6794
XP Advisory US
Florida
$183M 15.9% 81
DWA
6795
Dougherty Wealth Advisers
Minnesota
$183M +$24.9M +16% 13.7% 67.5% 115 12.17%
CFG
6796
Certior Financial Group
Pennsylvania
$183M +$25.5M +16% 9.89% 156 23.08%
BCM
6797
BluePath Capital Management
Georgia
$182M +$37.6M +26% 30.4% 101% 129 15.5%
MW
6798
Members Wealth
Pennsylvania
$182M +$15M +9% 10.5% 126 15.08%
DRC
6799
Darwins River Capital
New York
$182M -$4.46M -2% 3.67% 55 83.64%
SIM
6800
Sterling Investment Management
Arizona
$182M +$15.6M +9% 2.23% 44.1% 72 18.06%