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
NCM
5001
Next Capital Management
New York
$157M +$3.27M +2% 124
IWP
5002
Insight Wealth Partners
Texas
$157M +$15M +11% 57
BMA
5003
Brooks Moore & Associates
Tennessee
$157M +$9.17M +6% 105
OP
5004
Osmium Partners
California
$157M +$58.7M +60% 13
AWM
5005
Aevitas Wealth Management
Massachusetts
$157M +$13.2M +9% 126
BMWM
5006
Brown Miller Wealth Management
Virginia
$157M +$15.1M +11% 121
CWA
5007
Capital Wealth Alliance
Arizona
$157M +$6.92M +5% 140
OFW
5008
Omnia Family Wealth
Florida
$156M +$21.6M +16% 68
FGIM
5009
First Growth Investment Manager
California
$156M +$26M +20% 30
DWMG
5010
DB Wealth Management Group
California
$156M +$10.3M +7% 394
HCM
5011
Hutner Capital Management
Vermont
$156M +$3.75M +2% 47
OCM
5012
Orleans Capital Management
Louisiana
$156M +$8.97M +6% 81
SSCM
5013
Summit Street Capital Management
New York
$156M +$1.98M +1% 33
FMB
5014
Field & Main Bank
Kentucky
$156M +$16.7M +12% 209
AWA
5015
ARQ Wealth Advisors
Arizona
$156M +$1.38M +0.9% 52
MRI
5016
Mad River Investors
Massachusetts
$156M +$5.85M +4% 25
OPWM
5017
Oakwell Private Wealth Management
Texas
$156M +$14.6M +10% 65
BCM
5018
Brooktree Capital Management
Michigan
$156M +$6.52M +4% 43
CWM
5019
Concentrum Wealth Management
California
$156M +$23.3M +18% 58
RI
5020
Ridgewood Investments
New Jersey
$156M -$7.49M -5% 207
EFIC
5021
Eliot Finkel Investment Counsel
California
$156M +$178K +0.1% 31
BHBT
5022
Burke & Herbert Bank & Trust
Virginia
$156M +$9.6M +7% 150
DAM
5023
Doheny Asset Management
California
$155M +$7.81M +5% 105
MWA
5024
Moser Wealth Advisors
Washington
$155M +$12.9M +9% 175
SIAG
5025
Signet Investment Advisory Group
Rhode Island
$155M +$26.2M +20% 95