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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
LA
7701
LWM Advisors
California
$114M +$2.37M +2% 1.62% 30 6.67%
CCM
7702
Cannon Capital Management
Utah
$114M 2% 27
CRW
7703
Clarity Retirement & Wealth
Massachusetts
$114M 1.91% 33
CW
7704
CrossGen Wealth
North Carolina
$114M 2.47% 198
BAM
7705
Broyhill Asset Management
North Carolina
$114M -$592K -0.5% 6.01% 87 16.09%
QWM
7706
QP Wealth Management
New Jersey
$113M 7.97% 105
KCWM
7707
Kane Co Wealth Management
Iowa
$113M 2.39% 50
GP
7708
Gallo Partners
New Jersey
$113M -$20.7M -15% 7.46% 71 76.06%
LMFP
7709
Larry Mathis Financial Planning
Arizona
$113M 3.93% 157
CF
7710
Carter Financial
California
$113M 1.98% 24
FA
7711
Forefront Analytics
Pennsylvania
$113M +$9.44M +9% 1.59% 33.5% 47 17.02%
SHF
7712
Safe Harbor Fiduciary
Florida
$113M 2.72% 230
SI
7713
Severin Investments
Missouri
$113M +$742K +0.7% 4.77% 198 27.78%
B
7714
Bayban
Minnesota
$113M 2.51% 613
CFG
7715
Cassilly Financial Group
Maryland
$113M 1.5% 62
WFP
7716
Worthington Financial Partners
Ohio
$113M 12.5% 96
NFS
7717
NewCorp Financial Services
Georgia
$113M 1.3% 49
KK
7718
Karl Kapital
California
$113M 3.39% 18
RFS
7719
RM Financial Services
Maine
$113M 6.25% 76
IASG
7720
Investment Advisory Services Group
Florida
$113M 1.51% 31
ACMC
7721
Anchor Capital Management Company
North Carolina
$113M -$3.53M -3% 3.83% 8 12.5%
FGC
7722
First Growth Capital
Maryland
$113M 4.45% 121
OCA
7723
Odyssey Capital Advisors
Pennsylvania
$113M 2.18% 92
ACM
7724
Alessandra Capital Management
California
$113M 9.39% 104
VPW
7725
Vericrest Private Wealth
Pennsylvania
$113M 2% 47