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
MMM
4626
Mendel Money Management
Illinois
$186M +$9.88M +6% 125
CCM
4627
Consolidated Capital Management
California
$186M +$18M +11% 61
WFG
4628
Wills Financial Group
Virginia
$186M +$6.08M +3% 68
KFO
4629
Kopp Family Office
Minnesota
$186M +$19.4M +12% 23
FFG
4630
Fullen Financial Group
Ohio
$185M +$9.37M +5% 59
EW
4631
Evexia Wealth
Wisconsin
$185M 38
AIM
4632
Atlantic Investment Management
New York
$185M +$587K +0.3% 13
VCM
4633
Verger Capital Management
North Carolina
$185M +$7.08M +4% 35
SVP
4634
Strategic Value Partners
Connecticut
$185M -$4.89M -3% 6
NIA
4635
NIA Impact Advisors
California
$185M +$13M +8% 64
CWM
4636
Core Wealth Management
Florida
$185M +$8.13M +5% 20
FC
4637
FACT Capital
New York
$185M +$13.3M +8% 15
QT
4638
Quantamental Technologies
New York
$185M -$33.8M -15% 667
AFC
4639
Adaptive Financial Consulting
Ohio
$185M +$10.6M +6% 16
NG
4640
NatWest Group
United Kingdom
$185M +$9.05M +5% 57
KA
4641
Kooman & Associates
Pennsylvania
$185M +$83.4M +82% 43
CCM
4642
Cota Capital Management
California
$185M -$577K -0.3% 12
SCG
4643
Sonata Capital Group
Washington
$185M +$4.99M +3% 111
GSEP
4644
Golden State Equity Partners
California
$185M 214
WA
4645
Waterford Advisors
New York
$185M +$13.1M +8% 54
OGF
4646
Orin Green Financial
California
$185M +$14.4M +8% 74
QPW
4647
Quantum Private Wealth
Florida
$185M +$26.9M +17% 192
NFP
4648
Narus Financial Partners
Utah
$184M +$11.2M +6% 121
C1AG
4649
Client 1st Advisory Group
Florida
$184M +$13.3M +8% 96
DFA
4650
DHJJ Financial Advisors
Illinois
$184M +$9.86M +6% 139