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
KNFPWM
5026
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$222M +$8.37M +4% 73
WIM
5027
Wittenberg Investment Management
Massachusetts
$222M -$32.9M -13% 77
BFS
5028
BridgePort Financial Solutions
Iowa
$222M +$802K +0.4% 166
CFA
5029
Camarda Financial Advisors
Florida
$222M -$44.5M -17% 124
WIA
5030
Wealthedge Investment Advisors
New York
$222M -$209K -0.1% 217
ER
5031
EVR Research
Virginia
$221M -$74.2M -25% 49
VW
5032
Veridan Wealth
Oregon
$221M +$7.83M +4% 84
SCM
5033
Spreng Capital Management
Ohio
$221M -$9M -4% 80
HIM
5034
Harbour Investment Management
Washington
$221M -$6.93M -3% 101
GL
5035
GHE LLC
Tennessee
$221M -$31.3M -12% 56
AWM
5036
Act Wealth Management
Texas
$221M +$7.11M +3% 54
RCM
5037
Raleigh Capital Management
North Carolina
$221M -$38.6M -15% 1,094
EECFX
5038
EnCap Energy Capital Fund X
Texas
$221M +$27.6M +14% 1
CA
5039
Cumberland Advisors
Florida
$221M -$30.1M -12% 52
IA
5040
IMZ Advisory
Florida
$220M +$1.28M +0.6% 43
MFC
5041
Mechanics Financial Corp
Ohio
$220M -$2.19M -1% 252
TIA
5042
Tiemann Investment Advisors
California
$220M -$4.58M -2% 198
PHAM
5043
Palisades Hudson Asset Management
Florida
$220M -$17M -7% 107
AWMT
5044
AAFMAA Wealth Management & Trust
North Carolina
$220M -$7.88M -3% 79
NIWA
5045
New Insight Wealth Advisors
California
$220M +$20.6M +10% 96
SHCM
5046
Silver Heights Capital Management
Ontario, Canada
$220M -$4.79M -2% 4
HCI
5047
Harraden Circle Investments
New York
$220M +$94.4M +75% 142
HC
5048
Headwater Capital
China
$220M +$32.5M +17% 15
ACP
5049
Albar Capital Partners
United Kingdom
$220M -$196M -47% 30
DF
5050
Dunhill Financial
United Kingdom
$220M +$4.89M +2% 1,019