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
CNFG
5976
Creegan & Nassoura Financial Group
New Hampshire
$146M -$3.93M -3% 80
FD
5977
Financial Designs
California
$145M -$6.23M -4% 21
OWG
5978
Oxford Wealth Group
Florida
$145M +$35.6M +32% 74
MIM
5979
Merrion Investment Management
New Jersey
$145M +$5.54M +4% 102
ALAM
5980
Asahi Life Asset Management
Japan
$145M -$21.4M -13% 225
RB
5981
Renasant Bank
Mississippi
$145M +$4.76M +3% 207
ISSM
5982
Invesco Senior Secured Management
New York
$145M -$24.6M -14% 8
FFG
5983
Foundry Financial Group
New Hampshire
$145M +$5.04M +4% 60
EP
5984
Elkhorn Partners
Nebraska
$145M +$6.61M +5% 54
DTC
5985
Davidson Trust Company
Washington
$145M -$26.5M -15% 151
WFP
5986
Wrenne Financial Planning
Kentucky
$145M +$9.77M +7% 41
HPC
5987
Highland Peak Capital
Connecticut
$145M -$19.9M -12% 30
SCM
5988
Sebold Capital Management
Illinois
$145M -$3.37M -2% 75
PAWA
5989
Palo Alto Wealth Advisors
California
$145M +$2.84M +2% 42
TC
5990
Tenret Company
Florida
$144M +$2.61M +2% 32
EIM
5991
Ervin Investment Management
Washington
$144M +$1.59M +1% 39
NAMNJ
5992
NorthStar Asset Management (New Jersey)
New Jersey
$144M +$12.3M +9% 84
FAFN
5993
First Affirmative Financial Network
Colorado
$144M +$8.43M +6% 275
MFA
5994
Millington Financial Advisors
Illinois
$144M +$3.68M +3% 87
RWM
5995
Revisor Wealth Management
Ohio
$144M -$77.2M -35% 198
ASI
5996
Advisory Services & Investments
Oregon
$144M -$1.05M -0.7% 37
UIA
5997
Ulland Investment Advisors
Minnesota
$144M +$18.6M +15% 248
AWS
5998
Aspen Wealth Strategies
Colorado
$144M -$991K -0.7% 78
DWM
5999
Defined Wealth Management
Oregon
$144M +$4.56M +3% 109
KSWWM
6000
Keyes Stange & Wooten Wealth Management
Florida
$144M +$30.2M +27% 68