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
NFG
5001
Northeast Financial Group
Pennsylvania
$163M +$6.73M +4% 66
IWN
5002
Independent Wealth Network
Iowa
$163M -$3.76M -2% 215
QC
5003
Qalhat Capital
British Virgin Islands
$162M -$5.69M -3% 8
OIM
5004
Opus Investment Management
Massachusetts
$162M -$116M -42% 73
AWM
5005
Activest Wealth Management
Florida
$162M +$17.9M +12% 594
RWA
5006
Rooted Wealth Advisors
Illinois
$162M +$14.1M +9% 88
MA
5007
Mezzasalma Advisors
New Jersey
$162M -$2.71M -2% 88
SLA
5008
Silver Lake Advisory
Utah
$162M -$24.9M -13% 95
WPW
5009
Watershed Private Wealth
Illinois
$162M -$3.07M -2% 100
BCA
5010
Boundary Creek Advisors
New York
$162M -$48.3M -23% 43
LFPWM
5011
Leicht Financial Planning & Wealth Management
New Jersey
$162M -$3.52M -2% 22
HWP
5012
Highline Wealth Partners
California
$162M +$3.14M +2% 406
IGYL
5013
I.G.Y. Ltd
United Kingdom
$162M +$2.27M +1% 3
JKSF
5014
John & Kathleen Schreiber Foundation
Illinois
$162M +$14.6M +10% 4
AA
5015
ACT Advisors
North Carolina
$161M +$10.1M +7% 40
NEPPG
5016
New England Professional Planning Group
Rhode Island
$161M -$8.8M -5% 41
OFW
5017
Omnia Family Wealth
Florida
$161M +$14.2M +10% 73
TWM
5018
Trinity Wealth Management
Pennsylvania
$161M -$2.39M -1% 46
KC
5019
Kize Capital
New York
$161M -$39.5M -20% 6
VCM
5020
Vector Capital Management
California
$161M -$148M -48% 5
WMWM
5021
Whitaker-Myers Wealth Managers
Ohio
$161M +$11.8M +8% 82
KIC
5022
Kensington Investment Counsel
California
$161M +$3.35M +2% 103
AMR
5023
Asset Management Resources
Massachusetts
$161M -$3.52M -2% 61
AIM
5024
Ausbil Investment Management
Australia
$161M +$156K +0.1% 68
BHCM
5025
Boulder Hill Capital Management
New York
$161M +$109M +210% 166