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
NAMM
3376
NorthStar Asset Management (Massachusetts)
Massachusetts
$325M +$25.4M +8% 67
CCP
3377
Clifford Capital Partners
Utah
$325M -$4.49M -1% 45
LWA
3378
Lineweaver Wealth Advisors
Ohio
$325M -$5.06M -2% 139
RCM
3379
Requisite Capital Management
Texas
$325M +$12M +4% 78
LWMG
3380
Levy Wealth Management Group
Pennsylvania
$325M +$25.7M +9% 109
AWM
3381
Aprio Wealth Management
Georgia
$325M +$40.3M +14% 145
MA
3382
MJP Associates
Connecticut
$325M -$13.4M -4% 154
NTCM
3383
Nut Tree Capital Management
New York
$324M +$139M +75% 10
MCG
3384
McCollum Christoferson Group
New York
$324M +$8.25M +3% 69
SA
3385
SoftVest Advisors
Texas
$324M -$88.4M -21% 5
MWP
3386
Moller Wealth Partners
$324M +$12.9M +4% 50
MIA
3387
Milestone Investment Advisors
Wisconsin
$324M +$38.7M +14% 449
DI
3388
Diligent Investors
California
$324M +$17.7M +6% 291
SIC
3389
SFE Investment Counsel
California
$323M +$1.99M +0.6% 114
WC
3390
Waterloo Capital
Texas
$323M 200
RPWA
3391
Regent Peak Wealth Advisors
Georgia
$323M +$18.1M +6% 173
EDRIA
3392
Edmonds Duncan Registered Investment Advisors
Kansas
$323M +$16.5M +5% 151
LSA
3393
Lion Street Advisors
Texas
$323M +$132M +69% 271
BRA
3394
Bender Robert & Associates
California
$323M +$55.5M +21% 57
AIA
3395
Allied Investment Advisors
Montana
$323M +$2.97M +0.9% 58
KMC
3396
Kirr Marbach & Co
Indiana
$323M +$1.98M +0.6% 50
BHPW
3397
Beverly Hills Private Wealth
California
$323M +$93.6M +41% 289
PT
3398
Plimoth Trust
Massachusetts
$322M +$12.2M +4% 163
BW
3399
Bison Wealth
Georgia
$322M +$9.27M +3% 277
P
3400
Paradiem
Louisiana
$322M +$51.5M +19% 103