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
6C
5001
6elm Capital
New York
$158M -$19.8M -11% 21
FWM
5002
ForthRight Wealth Management
Georgia
$158M +$10.3M +7% 35
GA
5003
GRS Advisors
Illinois
$157M +$4.33M +3% 37
BMC
5004
Beaton Management Company
Massachusetts
$157M +$12.4M +9% 136
SFG
5005
Sunburst Financial Group
Alabama
$157M +$13.5M +9% 64
NCM
5006
Next Capital Management
New York
$157M +$3.27M +2% 124
IWP
5007
Insight Wealth Partners
Texas
$157M +$15M +11% 57
BMA
5008
Brooks Moore & Associates
Tennessee
$157M +$9.17M +6% 105
OP
5009
Osmium Partners
California
$157M +$58.7M +60% 13
AWM
5010
Aevitas Wealth Management
Massachusetts
$157M +$13.2M +9% 126
BMWM
5011
Brown Miller Wealth Management
Virginia
$157M +$15.1M +11% 121
CWA
5012
Capital Wealth Alliance
Arizona
$157M +$6.92M +5% 140
OFW
5013
Omnia Family Wealth
Florida
$156M +$21.6M +16% 68
FGIM
5014
First Growth Investment Manager
California
$156M +$26M +20% 30
DWMG
5015
DB Wealth Management Group
California
$156M +$10.3M +7% 394
HCM
5016
Hutner Capital Management
Vermont
$156M +$3.75M +2% 47
OCM
5017
Orleans Capital Management
Louisiana
$156M +$8.97M +6% 81
SSCM
5018
Summit Street Capital Management
New York
$156M +$1.98M +1% 33
FMB
5019
Field & Main Bank
Kentucky
$156M +$16.7M +12% 209
AWA
5020
ARQ Wealth Advisors
Arizona
$156M +$1.38M +0.9% 52
MRI
5021
Mad River Investors
Massachusetts
$156M +$5.85M +4% 25
OPWM
5022
Oakwell Private Wealth Management
Texas
$156M +$14.6M +10% 65
BCM
5023
Brooktree Capital Management
Michigan
$156M +$6.52M +4% 43
CWM
5024
Concentrum Wealth Management
California
$156M +$23.3M +18% 58
RI
5025
Ridgewood Investments
New Jersey
$156M -$7.49M -5% 207