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
BWM
5326
Benchmark Wealth Management
Connecticut
$169M +$12.5M +8% 49
AIA
5327
Acute Investment Advisory
Arizona
$169M +$2.63M +2% 13
CWA
5328
Clarus Wealth Advisors
Arizona
$169M 124
PWM
5329
Proathlete Wealth Management
Florida
$169M 53
CP
5330
Camelot Portfolios
Ohio
$169M +$64.7M +62% 213
RI
5331
Ridgewood Investments
New Jersey
$169M +$16.7M +11% 188
CCM
5332
Crestwood Capital Management
New York
$169M +$36.9M +28% 17
MWM
5333
McNaughton Wealth Management
California
$169M +$18.5M +12% 54
DRD
5334
Dennis R. Delaney
$169M +$13.6M +9% 45
AWA
5335
Acorn Wealth Advisors
Michigan
$169M +$18.4M +12% 197
SFC
5336
Strategic Financial Concepts
Texas
$169M -$127M -43% 283
NP
5337
Newlight Partners
New York
$169M -$9.44M -5% 2
IVSFI
5338
IA Venture Strategies Fund II
New York
$169M +$58.3M +53% 3
SFG
5339
Sterling Financial Group
California
$169M +$9.32M +6% 65
AIM
5340
Alhambra Investment Management
Florida
$169M +$16.6M +11% 163
MA
5341
Mosaic Advisors
Texas
$169M +$59.2M +54% 19
FF
5342
Fluent Financial
Texas
$168M -$17.2M -9% 86
PCG
5343
PFC Capital Group
California
$168M 67
MVP
5344
Miller Value Partners
Florida
$168M +$9.26M +6% 48
WCM
5345
Wisconsin Capital Management
Wisconsin
$168M +$16.9M +11% 48
BBW
5346
Blue Barn Wealth
Utah
$168M +$16M +11% 139
ADIM
5347
Alpha DNA Investment Management
Maryland
$168M +$12.7M +8% 244
CRI
5348
Colonial River Investments
Virginia
$168M +$15.1M +10% 210
MF
5349
Montis Financial
Massachusetts
$168M +$18.9M +13% 78
NAG
5350
Northstar Advisory Group
New Jersey
$168M +$30.9M +23% 111