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
WTFG
4151
Wood Tarver Financial Group
Idaho
$307M +$7.99M +3% 811
IC
4152
Ikarian Capital
Texas
$307M -$43.3M -12% 181
CYG
4153
Clean Yield Group
Vermont
$307M -$7.46M -2% 492
DW
4154
Dodds Wealth
Colorado
$307M -$4.18M -1% 60
NTCM
4155
Nut Tree Capital Management
New York
$307M +$14.9M +5% 12
GIPM
4156
G2 Investment Partners Management
New York
$307M -$80.4M -21% 80
PB
4157
Pinnacle Bancorp
Nebraska
$307M -$742K -0.2% 944
BE
4158
Bonness Enterprises
District of Columbia
$307M +$21.5M +8% 38
GCA
4159
Gradient Capital Advisors
California
$306M -$3.79M -1% 156
AWM
4160
Atticus Wealth Management
Florida
$306M -$15.2M -5% 541
TCWM
4161
Total Clarity Wealth Management
Illinois
$306M -$1.24M -0.4% 278
PGWM
4162
Parisi Gray Wealth Management
New Jersey
$306M -$8.35M -3% 113
PWP
4163
Prasad Wealth Partners
Ohio
$306M -$2.83M -0.9% 124
MWM
4164
Maridea Wealth Management
New York
$306M -$4M -1% 284
LWMM
4165
Legacy Wealth Management (Mississippi)
Mississippi
$306M +$54.2M +22% 103
STB
4166
S&T Bank
Pennsylvania
$306M -$7.5M -2% 399
MC
4167
Muhlenkamp & Co
Pennsylvania
$306M -$23.8M -7% 31
MA
4168
Modus Advisors
Minnesota
$305M -$13.8M -4% 329
OMC
4169
Oasis Management Company
Cayman Islands
$305M -$4.49M -1% 96
CFG
4170
Carr Financial Group
Massachusetts
$305M -$13M -4% 189
OKSA
4171
O'Keefe Stevens Advisory
New York
$305M -$18.3M -6% 76
SC
4172
Stolper & Co
Oklahoma
$305M +$4.71M +2% 89
SP
4173
SWS Partners
Ohio
$305M -$25.5M -8% 120
GJIA
4174
Glass Jacobson Investment Advisors
Maryland
$305M +$7.45K +0% 840
GA
4175
GSG Advisors
New Jersey
$305M -$12.8M -4% 120