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
MRWM
3201
ML&R Wealth Management
Texas
$335M +$38.9M +13% 72
WCFA
3202
Walkner Condon Financial Advisors
Wisconsin
$334M +$24.1M +8% 237
CWP
3203
CFM Wealth Partners
Texas
$334M +$21M +7% 167
Legacy Financial Group (Iowa)
3204
Legacy Financial Group (Iowa)
Iowa
$334M +$34.3M +11% 50
CRG
3205
Cornerstone Retirement Group
Nevada
$334M +$5.34M +2% 13
KC
3206
Kadensa Capital
Hong Kong
$333M +$27.5M +9% 33
NCM
3207
Northside Capital Management
Oregon
$333M +$25.2M +8% 116
VCM
3208
V3 Capital Management
Texas
$333M -$32.4M -9% 14
ICM
3209
Ionic Capital Management
New York
$333M -$77.7M -19% 468
GWSG
3210
GPS Wealth Strategies Group
Colorado
$333M -$63.3M -16% 1,187
GAM
3211
Gould Asset Management
California
$333M +$38M +13% 162
CWP
3212
Concord Wealth Partners
Virginia
$333M +$17.4M +6% 1,254
BI
3213
Bulldog Investors
New Jersey
$333M -$9.83M -3% 404
MCM
3214
Moerus Capital Management
New York
$332M +$97.2M +41% 16
BONH
3215
Bank of New Hampshire
New Hampshire
$332M +$12.1M +4% 529
CCM
3216
Callodine Capital Management
Massachusetts
$331M +$13.9M +4% 51
PWA
3217
Peterson Wealth Advisors
Utah
$331M +$33.4M +11% 68
EL
3218
Essex LLC
Illinois
$331M +$27.2M +9% 155
SIA
3219
SkyView Investment Advisors
New Jersey
$330M -$11.5M -3% 595
FPB
3220
First PREMIER Bank
South Dakota
$330M +$23.7M +8% 427
TIM
3221
Tikehau Investment Management
France
$330M $0 0% 16
PTB
3222
Pioneer Trust Bank
Oregon
$330M +$35.1M +12% 79
CAWM
3223
Capital Advisors Wealth Management
Washington
$330M +$28.5M +9% 134
NIF
3224
Nalanda India Fund
Mauritius
$330M -$7.63M -2% 1
MLIC
3225
Mandatum Life Insurance Company
Finland
$330M +$15.1M +5% 72