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
OFA
5501
Onyx Financial Advisors
Idaho
$226M +$15.1M +7% 19
CWA
5502
Clarus Wealth Advisors
Arizona
$226M +$9.79M +5% 95
AWM
5503
Altus Wealth Management
Kentucky
$226M +$16.9M +8% 30
RFP
5504
RCS Financial Planning
Maryland
$226M +$24.7M +12% 94
CWMG
5505
Compass Wealth Management (Georgia)
Georgia
$226M +$38.9M +21% 63
TP
5506
TenCore Partners
New York
$226M +$4.51M +2% 13
HPM
5507
HealthCor Partners Management
South Carolina
$225M 1
DMC
5508
DSC Meridian Capital
New York
$225M +$42.9M +23% 20
FC
5509
Financial Council
Maryland
$225M +$17.9M +9% 97
NMC
5510
Nine Masts Capital
Hong Kong
$225M -$28.4M -11% 86
CCC
5511
Chelsea Counsel Company
California
$225M +$23.5M +12% 247
TWM
5512
Tumwater Wealth Management
Idaho
$225M +$9.9M +5% 39
LWM
5513
Lakeridge Wealth Management
Ohio
$225M +$7.52M +3% 160
VAF
5514
Values Added Financial
District of Columbia
$225M +$18.6M +9% 130
MDCM
5515
Morgan Dempsey Capital Management
Wisconsin
$225M -$14.4M -6% 135
FWM
5516
Fortress Wealth Management
California
$225M +$17.5M +8% 75
AFO
5517
Aurelius Family Office
New Hampshire
$225M +$13.2M +6% 49
SIA
5518
Schear Investment Advisers
Ohio
$225M +$22.5M +11% 86
PPA
5519
Pilgrim Partners Asia
Singapore
$225M 155
CFC
5520
Client First Capital
California
$224M +$11.5M +5% 25
I2I
5521
Insight 2811 Inc
Illinois
$224M +$13.2M +6% 96
SCA
5522
Sassicaia Capital Advisers
New York
$224M +$64.8M +41% 64
GWM
5523
Glass Wealth Management
Texas
$224M +$36.5M +19% 58
IWS
5524
Integrity Wealth Solutions
Colorado
$224M +$19.1M +9% 125
PPWM
5525
PFG Private Wealth Management
Florida
$224M +$30.1M +15% 155