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
HCM
5001
Hutner Capital Management
Vermont
$171M +$6.76M +4% 44
KWM
5002
KFG Wealth Management
Indiana
$171M +$26.6M +18% 122
MAWCM
5003
Mine & Arao Wealth Creation & Management
California
$171M +$15.2M +10% 346
KIG
5004
Kennedy Investment Group
New Jersey
$171M +$7.33M +4% 123
RA
5005
Ruggaard & Associates
Ohio
$171M +$8.84M +5% 110
MAM
5006
MMA Asset Management
Pennsylvania
$171M +$30.9M +22% 121
NG
5007
NWK Group
California
$171M +$16.8M +11% 75
CPW
5008
Crestmont Private Wealth
Texas
$171M +$17.6M +12% 52
FCA
5009
Fortis Capital Advisors
Kansas
$171M -$16.2M -9% 652
CWP
5010
Corepath Wealth Partners
Arizona
$170M +$11.1M +7% 43
AWA
5011
Alta Wealth Advisors
Massachusetts
$170M +$11.8M +7% 142
PWMG
5012
Provence Wealth Management Group
California
$170M +$20.1M +13% 160
NEPPG
5013
New England Professional Planning Group
Rhode Island
$170M +$4.77M +3% 40
AFGAS
5014
Allegiance Financial Group Advisory Services
Virginia
$170M +$34.5M +25% 72
RWM
5015
Ruedi Wealth Management
Illinois
$170M +$14.5M +9% 266
CB
5016
CNB Bank
Pennsylvania
$170M +$5.7M +3% 494
HWP
5017
Heritage Wealth Partners
Ohio
$170M +$43.5M +34% 83
PAM
5018
Peninsula Asset Management
Florida
$170M +$10.1M +6% 42
TL
5019
Tradewinds LLC
North Carolina
$170M +$4.7M +3% 128
CLCM
5020
Center Lake Capital Management
Florida
$169M +$14.8M +10% 12
PPWM
5021
PFG Private Wealth Management
Florida
$169M +$12.1M +8% 297
FCCM
5022
First City Capital Management
Georgia
$169M -$1.61M -0.9% 180
HWA
5023
Hillcrest Wealth Advisors
New Jersey
$169M +$640K +0.4% 48
TIM
5024
Tikehau Investment Management
France
$169M -$24.1M -12% 17
PS
5025
Planned Solutions
California
$169M +$11.4M +7% 81