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
NFAM
4226
North Fourth Asset Management
New Jersey
$205M -$163M -44% 142
TWA
4227
Tillar-Wenstrup Advisors
Ohio
$205M +$11.9M +6% 37
CFO
4228
Collective Family Office
Pennsylvania
$205M +$25M +14% 175
NCM
4229
Nellore Capital Management
California
$205M +$88M +75% 29
CCG
4230
Ceeto Capital Group
Florida
$205M +$6.55M +3% 147
LWM
4231
Liberty Wealth Management
California
$205M +$429K +0.2% 1,080
PP
4232
Professional Planning
California
$205M -$42.8M -17% 145
FWP
4233
Falcon Wealth Planning
California
$205M +$26.3M +15% 56
BWLSA
4234
Blue Water Life Science Advisors
California
$205M +$34.3M +20% 26
WIC
4235
WealthBridge Investment Counsel
Alberta, Canada
$205M +$13.4M +7% 35
RIM
4236
Reliant Investment Management
Tennessee
$204M +$17.4M +9% 70
AIA
4237
AIMZ Investment Advisors
California
$204M +$13.4M +7% 111
AAG
4238
Avalon Advisory Group
Pennsylvania
$204M +$3.89M +2% 10
WVP
4239
Worth Venture Partners
New Jersey
$204M +$79.8M +64% 148
PWM
4240
PRW Wealth Management
Massachusetts
$204M +$26.3M +15% 102
AAA
4241
Affinity Asset Advisors
New York
$204M +$41.5M +26% 86
BMCM
4242
Bryn Mawr Capital Management
Pennsylvania
$204M +$1.63M +0.8% 105
DMBA
4243
Deseret Mutual Benefit Administrators
Utah
$204M +$32.2M +19% 4
AFS
4244
Axiom Financial Strategies
Indiana
$204M +$37.1M +22% 87
AICPI
4245
ABG Innovation Capital Partners III
Hong Kong
$204M +$33.7M +20% 8
DSA
4246
Droms Strauss Advisors
Missouri
$204M +$30.9M +18% 50
APW
4247
Acima Private Wealth
Virginia
$203M +$10.4M +5% 248
PFT
4248
Providence First Trust
Arizona
$203M +$5.34M +3% 96
AC
4249
Arjuna Capital
North Carolina
$203M +$22.7M +13% 109
LA
4250
LFL Advisers
Illinois
$203M -$5.85M -3% 12