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
VWA
5976
Valued Wealth Advisors
Utah
$146M +$4.51M +3% 634
CNFG
5977
Creegan & Nassoura Financial Group
New Hampshire
$146M -$3.93M -3% 80
FD
5978
Financial Designs
California
$145M -$6.23M -4% 21
OWG
5979
Oxford Wealth Group
Florida
$145M +$35.6M +32% 74
MIM
5980
Merrion Investment Management
New Jersey
$145M +$5.54M +4% 102
ALAM
5981
Asahi Life Asset Management
Japan
$145M -$21.4M -13% 225
RB
5982
Renasant Bank
Mississippi
$145M +$4.76M +3% 207
ISSM
5983
Invesco Senior Secured Management
New York
$145M -$24.6M -14% 8
FFG
5984
Foundry Financial Group
New Hampshire
$145M +$5.04M +4% 60
EP
5985
Elkhorn Partners
Nebraska
$145M +$6.61M +5% 54
DTC
5986
Davidson Trust Company
Washington
$145M -$26.5M -15% 151
WFP
5987
Wrenne Financial Planning
Kentucky
$145M +$9.77M +7% 41
HPC
5988
Highland Peak Capital
Connecticut
$145M -$19.9M -12% 30
SCM
5989
Sebold Capital Management
Illinois
$145M -$3.37M -2% 75
PAWA
5990
Palo Alto Wealth Advisors
California
$145M +$2.84M +2% 42
TC
5991
Tenret Company
Florida
$144M +$2.61M +2% 32
EIM
5992
Ervin Investment Management
Washington
$144M +$1.59M +1% 39
NAMNJ
5993
NorthStar Asset Management (New Jersey)
New Jersey
$144M +$12.3M +9% 84
FAFN
5994
First Affirmative Financial Network
Colorado
$144M +$8.43M +6% 275
MFA
5995
Millington Financial Advisors
Illinois
$144M +$3.68M +3% 87
RWM
5996
Revisor Wealth Management
Ohio
$144M -$77.2M -35% 198
ASI
5997
Advisory Services & Investments
Oregon
$144M -$1.05M -0.7% 37
UIA
5998
Ulland Investment Advisors
Minnesota
$144M +$18.6M +15% 248
AWS
5999
Aspen Wealth Strategies
Colorado
$144M -$991K -0.7% 78
DWM
6000
Defined Wealth Management
Oregon
$144M +$4.56M +3% 109