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
KCFA
5026
Key Client Fiduciary Advisors
New Jersey
$163M -$8.28M -5% 182
NFG
5027
Northeast Financial Group
Pennsylvania
$163M +$6.73M +4% 66
IWN
5028
Independent Wealth Network
Iowa
$163M -$3.76M -2% 215
EFN
5029
Equita Financial Network
Pennsylvania
$163M 57
QC
5030
Qalhat Capital
British Virgin Islands
$162M -$5.69M -3% 8
OIM
5031
Opus Investment Management
Massachusetts
$162M -$116M -42% 73
AWM
5032
Activest Wealth Management
Florida
$162M +$17.9M +12% 594
RWA
5033
Rooted Wealth Advisors
Illinois
$162M +$14.1M +9% 88
MA
5034
Mezzasalma Advisors
New Jersey
$162M -$2.71M -2% 88
SLA
5035
Silver Lake Advisory
Utah
$162M -$24.9M -13% 95
WPW
5036
Watershed Private Wealth
Illinois
$162M -$3.07M -2% 100
BCA
5037
Boundary Creek Advisors
New York
$162M -$48.3M -23% 43
LFPWM
5038
Leicht Financial Planning & Wealth Management
New Jersey
$162M -$3.52M -2% 22
HWP
5039
Highline Wealth Partners
California
$162M +$3.14M +2% 406
IGYL
5040
I.G.Y. Ltd
United Kingdom
$162M +$2.27M +1% 3
JKSF
5041
John & Kathleen Schreiber Foundation
Illinois
$162M +$14.6M +10% 4
AA
5042
ACT Advisors
North Carolina
$161M +$10.1M +7% 40
NEPPG
5043
New England Professional Planning Group
Rhode Island
$161M -$8.8M -5% 41
OFW
5044
Omnia Family Wealth
Florida
$161M +$14.2M +10% 73
TWM
5045
Trinity Wealth Management
Pennsylvania
$161M -$2.39M -1% 46
KC
5046
Kize Capital
New York
$161M -$39.5M -20% 6
VCM
5047
Vector Capital Management
California
$161M -$148M -48% 5
WMWM
5048
Whitaker-Myers Wealth Managers
Ohio
$161M +$11.8M +8% 82
KIC
5049
Kensington Investment Counsel
California
$161M +$3.35M +2% 103
AMR
5050
Asset Management Resources
Massachusetts
$161M -$3.52M -2% 61