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
CWA
5826
Crux Wealth Advisors
California
$180M 150
CWM
5827
CCG Wealth Management
California
$180M +$916K +0.5% 76
GWM
5828
Grand Wealth Management
Michigan
$179M +$2.19M +1% 69
GAM
5829
GEM Asset Management
Michigan
$179M +$4.41M +3% 97
AFS
5830
Axiom Financial Strategies
Indiana
$179M -$10.1M -5% 46
SNBOSD
5831
Security National Bank of So Dak
Iowa
$179M -$766K -0.4% 113
HP
5832
Haven Private
Florida
$179M 136
KIM
5833
Kane Investment Management
California
$179M 90
FCB
5834
First County Bank
Connecticut
$179M -$23.6M -12% 164
FF
5835
Fortitude Financial
Washington
$179M 31
SC
5836
Solstein Capital
California
$179M -$9.87M -5% 318
MHWM
5837
Montz Harcus Wealth Management
Louisiana
$179M +$7.7M +4% 81
OCM
5838
Orleans Capital Management
Louisiana
$179M +$2.75M +2% 99
IWA
5839
IVC Wealth Advisors
Pennsylvania
$179M -$3.97M -2% 170
TIG
5840
Tribune Investment Group
New York
$179M 27
CCC
5841
Cincinnati Casualty Company
Ohio
$179M +$1.11M +0.6% 24
NIA
5842
NBZ Investment Advisors
Tennessee
$179M 65
RWIA
5843
Roger Wittlin Investment Advisory
California
$179M +$4.73M +3% 56
IWS
5844
Integrity Wealth Solutions
Colorado
$179M +$7.14M +4% 101
AC
5845
Avory & Company
Florida
$178M +$13.6M +8% 32
BMCM
5846
Burns Matteson Capital Management
New York
$178M -$24.8K -0% 194
CC
5847
Constitution Capital
Connecticut
$178M -$9.04M -5% 63
MA
5848
Mudita Advisors
United Kingdom
$178M -$4.61M -3% 19
UOMF
5849
University of Maryland Foundation
Maryland
$178M +$37.2M +26% 8
BHMP
5850
Bardin Hill Management Partners
New York
$178M -$9.62M -5% 46