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
CWA
4601
Clarity Wealth Advisors
California
$119M 64
ICMP
4602
Integrated Capital Management (Pennsylvania)
Pennsylvania
$119M +$5.55M +5% 38
AWA
4603
Acorn Wealth Advisors
Michigan
$119M +$2.44M +2% 126
OFG
4604
OmniStar Financial Group
North Carolina
$119M +$4.29M +4% 119
AWM
4605
Adams Wealth Management
Utah
$119M 92
DI
4606
Disciplined Investments
Oklahoma
$119M 442
FVSAZ
4607
Flossbach von Storch AG Zurich
Switzerland
$118M +$28.4M +32% 21
KOMWMG
4608
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$118M 109
CB
4609
CNB Bank
Pennsylvania
$118M +$10.1M +9% 418
BCP
4610
Berylson Capital Partners
Massachusetts
$118M +$78.3M +197% 43
CI
4611
Cordant Inc
Oregon
$118M 222
CFG
4612
CMC Financial Group
Georgia
$118M +$42M +56% 54
BFA
4613
Brendel Financial Advisors
New Hampshire
$118M +$6.31M +6% 96
AP
4614
AlpInvest Partners
Netherlands
$118M +$36.3M +45% 29
MWC
4615
MKD Wealth Coaches
Michigan
$118M +$21.3M +22% 53
SC
4616
Spinnaker Capital
Massachusetts
$117M -$15.1M -11% 2
1W
4617
1776 Wealth
Georgia
$117M 339
SC
4618
Steph & Co
Wisconsin
$117M 256
GCA
4619
Genesee Capital Advisors
New York
$117M +$9.42M +9% 74
EI
4620
EDMP Inc
Florida
$117M +$4.82M +4% 53
FDS
4621
First Dallas Securities
Texas
$117M +$4.38M +4% 93
LFA
4622
Legend Financial Advisors
Pennsylvania
$117M -$560K -0.5% 35
MRI
4623
Mad River Investors
Massachusetts
$117M +$14.3M +14% 24
LS
4624
Liquid Strategies
Georgia
$117M 6
MA
4625
Mangham Associates
Virginia
$117M -$17.6M -13% 4