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
CB
5976
Chris Bulman
California
$146M 393
HWM
5977
HRC Wealth Management
Idaho
$146M +$9.2M +7% 44
BAM
5978
Boyar Asset Management
New York
$146M -$7.56M -5% 82
VF
5979
Vawter Financial
Ohio
$146M +$7.92M +6% 91
SWM
5980
Salvus Wealth Management
New Jersey
$146M -$718K -0.5% 112
NED
5981
Nancy E. Dempze
$146M +$14.4M +11% 81
VWA
5982
Valued Wealth Advisors
Utah
$146M +$4.51M +3% 634
CNFG
5983
Creegan & Nassoura Financial Group
New Hampshire
$146M -$3.93M -3% 80
FD
5984
Financial Designs
California
$145M -$6.23M -4% 21
OWG
5985
Oxford Wealth Group
Florida
$145M +$35.6M +32% 74
MIM
5986
Merrion Investment Management
New Jersey
$145M +$5.54M +4% 102
ALAM
5987
Asahi Life Asset Management
Japan
$145M -$21.4M -13% 225
RB
5988
Renasant Bank
Mississippi
$145M +$4.76M +3% 207
ISSM
5989
Invesco Senior Secured Management
New York
$145M -$24.6M -14% 8
FFG
5990
Foundry Financial Group
New Hampshire
$145M +$5.04M +4% 60
EP
5991
Elkhorn Partners
Nebraska
$145M +$6.61M +5% 54
DTC
5992
Davidson Trust Company
Washington
$145M -$26.5M -15% 151
WFP
5993
Wrenne Financial Planning
Kentucky
$145M +$9.77M +7% 41
HPC
5994
Highland Peak Capital
Connecticut
$145M -$19.9M -12% 30
SCM
5995
Sebold Capital Management
Illinois
$145M -$3.37M -2% 75
PAWA
5996
Palo Alto Wealth Advisors
California
$145M +$2.84M +2% 42
TC
5997
Tenret Company
Florida
$144M +$2.61M +2% 32
EIM
5998
Ervin Investment Management
Washington
$144M +$1.59M +1% 39
NAMNJ
5999
NorthStar Asset Management (New Jersey)
New Jersey
$144M +$12.3M +9% 84
FAFN
6000
First Affirmative Financial Network
Colorado
$144M +$8.43M +6% 275