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
CFO
4001
Colony Family Offices
North Carolina
$386M -$549K -0.1% 68
KFS
4002
Kelly Financial Services
Massachusetts
$386M +$46.7M +14% 124
HWMG
4003
Hurlow Wealth Management Group
Indiana
$386M +$32.1M +9% 132
MWM
4004
MorganRosel Wealth Management
Colorado
$386M +$19.6M +5% 360
IFS
4005
Ifrah Financial Services
Arkansas
$386M +$19.5M +5% 208
GRR
4006
Golden Reserve Retirement
Ohio
$385M +$73.7M +24% 28
LFG
4007
Leverty Financial Group
Wisconsin
$385M +$50.3M +15% 47
TI
4008
tru Independence
Oregon
$385M +$39.1M +11% 127
NAMM
4009
NorthStar Asset Management (Massachusetts)
Massachusetts
$385M +$22.8M +6% 72
XWM
4010
Xcel Wealth Management
Florida
$384M +$33M +9% 141
BWM
4011
BCGM Wealth Management
Indiana
$384M +$29.7M +8% 176
PGWM
4012
Parisi Gray Wealth Management
New Jersey
$384M +$35.3M +10% 132
SCP
4013
Steamboat Capital Partners
New York
$384M +$33M +9% 63
GBWM
4014
Granite Bay Wealth Management
New Hampshire
$384M +$72.8M +23% 86
SA
4015
Strategic Advocates
Utah
$384M +$47.2M +14% 613
FIM
4016
FWL Investment Management
Texas
$384M +$56.9M +17% 386
CWA
4017
Core Wealth Advisors
Florida
$384M +$35.6M +10% 95
DF
4018
Dunhill Financial
United Kingdom
$383M +$38.1M +11% 1,038
WSC
4019
Wellington Shields & Co
New York
$383M +$30.1M +9% 341
TWM
4020
TriaGen Wealth Management
California
$383M +$53.2M +16% 191
GC
4021
Guidance Capital
Kentucky
$383M +$32.6M +9% 211
MCA
4022
Magnolia Capital Advisors
Mississippi
$383M -$14.2M -4% 255
SC
4023
Saybrook Capital
North Carolina
$383M +$29M +8% 43
LN
4024
Lightrock Netherlands
Netherlands
$382M +$18.7M +5% 40
MAG
4025
Mokosak Advisory Group
Iowa
$382M +$28.6M +8% 38