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
NOI
4776
Newton One Investments
Delaware
$227M +$10M +5% 116
PLU
4777
Performa Ltd (US)
South Carolina
$227M -$3.06M -1% 58
TWP
4778
Tempus Wealth Planning
California
$227M -$491K -0.2% 210
UC
4779
Unio Capital
New Jersey
$227M +$31.8M +16% 40
WA
4780
Win Advisors
Florida
$227M +$6.59M +3% 93
CCM
4781
Campbell Capital Management
Florida
$227M +$13.3M +6% 62
BMWM
4782
Brown Miller Wealth Management
Virginia
$227M +$26.8M +13% 129
HNWA
4783
Henrickson Nauta Wealth Advisors
Michigan
$227M +$22.8M +11% 78
GP
4784
Geneva Partners
Wisconsin
$227M +$46.1M +26% 81
SC
4785
Scholtz & Company
Connecticut
$227M +$24.5M +12% 71
NC
4786
Nokomis Capital
Texas
$227M -$33.4M -13% 56
CSB
4787
City State Bank
Iowa
$226M +$27M +14% 723
CAG
4788
Compass Advisory Group
New York
$226M +$17.6M +8% 82
TDWM
4789
Topel & Distasi Wealth Management
California
$226M +$15.6M +7% 76
KCM
4790
Kennicott Capital Management
California
$226M +$22.4M +11% 45
AWP
4791
Accretive Wealth Partners
New Jersey
$226M +$17.9M +9% 141
NFG
4792
Northeast Financial Group
Pennsylvania
$226M +$22M +11% 79
CIM
4793
Corbyn Investment Management
Maryland
$226M +$13.7M +6% 64
DFA
4794
DHJJ Financial Advisors
Illinois
$226M +$12.1M +6% 824
CPC
4795
Congress Park Capital
New York
$226M +$21.3M +10% 124
SM
4796
Sweeney & Michel
California
$226M 110
WPW
4797
Watershed Private Wealth
Illinois
$226M +$44.9M +25% 130
RFP
4798
Roth Financial Partners
Texas
$226M +$30.5M +16% 31
LEFP
4799
Leading Edge Financial Planning
Tennessee
$226M +$33M +17% 62
FWM
4800
Fonville Wealth Management
Virginia
$226M +$37.2M +20% 98