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
4251
Wells Trecaso Financial Group
Ohio
$306M +$1.97M +0.6% 92
CWA
4252
CM Wealth Advisors
Ohio
$306M -$2.87M -0.9% 87
CA
4253
Crossingbridge Advisors
New York
$306M +$174M +133% 95
WHAM
4254
Windmill Hill Asset Management
United Kingdom
$306M +$118M +63% 27
HH
4255
HWG Holdings
Texas
$305M +$14.7M +5% 57
LEFP
4256
Leading Edge Financial Planning
Tennessee
$305M +$6.24M +2% 61
BTD
4257
BankPlus Trust Department
Mississippi
$305M 471
MWM
4258
MorganRosel Wealth Management
Colorado
$305M +$1.45M +0.5% 107
RBWA
4259
RFG - Bristol Wealth Advisors
Massachusetts
$305M 159
LJHT
4260
Laurie J. Hall Trustee
$305M -$10.9M -3% 264
GJIA
4261
Glass Jacobson Investment Advisors
Maryland
$305M +$2.95M +1% 874
NC
4262
Nvidia Corp
California
$305M -$128M -30% 8
HAC
4263
Harbor Advisory Corp
New Hampshire
$304M -$1.94M -0.6% 93
AI
4264
ArchPoint Investors
Florida
$304M +$5.09M +2% 71
OPW
4265
Oxler Private Wealth
New York
$304M +$17.2M +6% 88
BWM
4266
BNC Wealth Management
Oregon
$304M +$32.6M +12% 108
NFGCM
4267
Norman Fields Gottscho Capital Management
New York
$304M +$1.79M +0.6% 61
EBT
4268
Enterprise Bank & Trust
Massachusetts
$304M -$6.59M -2% 136
CCG
4269
Catalina Capital Group
California
$304M +$9.19M +3% 397
DA
4270
Detalus Advisors
Missouri
$304M +$2.8M +0.9% 166
MPW
4271
Monterey Private Wealth
California
$303M +$9.76M +3% 144
CWA
4272
Core Wealth Advisors
Florida
$303M -$8.54M -3% 64
TFIPS
4273
Towarzystwo Funduszy Inwestycyjnych PZU SA
$303M +$27.9M +10% 631
RC
4274
Raine Capital
New York
$303M +$80.3M +36% 5
FAM
4275
Frontier Asset Management
Wyoming
$303M +$886K +0.3% 78