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
SAMC
5001
Spectrum Asset Management (California)
California
$225M +$2.47M +1% 99
AFA
5002
Alpha Financial Advisors
North Carolina
$225M +$4.01M +2% 53
RWM
5003
Revisor Wealth Management
Ohio
$225M +$116M +107% 226
AWG
5004
Alpha Wave Global
New York
$224M +$8.55M +4% 28
CCM
5005
Chaney Capital Management
Washington
$224M +$13.1M +6% 38
VH
5006
V3 Holding
New York
$224M -$228M -50% 1
HH
5007
HWG Holdings
Texas
$224M -$81.1M -27% 140
CIA
5008
Corigliano Investment Advisers
North Carolina
$224M +$15.4M +7% 55
T
5009
Transce3nd
Texas
$224M -$71.3M -24% 1,632
OPPS
5010
Obsidian Personal Planning Solutions
Maryland
$224M +$16.6M +8% 113
AB
5011
ANB Bank
Colorado
$224M -$3.97M -2% 125
SIM
5012
Sims Investment Management
Ohio
$224M +$46.9M +27% 45
MCM
5013
Moerus Capital Management
New York
$224M -$50.4M -18% 19
CNBT
5014
Cornerstone National Bank & Trust
Illinois
$224M +$5.81M +3% 177
EML
5015
Eos Management LP
New York
$224M -$13.9M -6% 43
NWWA
5016
New Wave Wealth Advisors
Arkansas
$223M -$20.8M -9% 719
EF
5017
Exeter Financial
Arizona
$223M +$4.48M +2% 91
LAM
5018
Lynch Asset Management
Pennsylvania
$223M -$24.1M -10% 45
OFS
5019
OMC Financial Services
New York
$223M -$12.4M -5% 63
FCG
5020
Financial Connections Group
California
$223M +$14.7M +7% 246
HFRG
5021
Houlihan Financial Resource Group
Virginia
$223M -$11.9M -5% 105
FWM
5022
Forza Wealth Management
Florida
$222M +$2.99M +1% 184
HBW
5023
Hazlett, Burt & Watson
West Virginia
$222M -$3.45M -2% 862
NCM
5024
NCM Capital Management
New Jersey
$222M +$450K +0.2% 176
AP
5025
Affinity Partners
Florida
$222M -$38.7M -15% 1