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
CCM
5976
Cox Capital Management
Massachusetts
$156M -$11.4M -7% 72
CAM
5977
Crown Advisors Management
California
$156M +$310K +0.2% 44
UWM
5978
Udine Wealth Management
Florida
$156M +$14M +10% 34
CFIM
5979
Client First Investment Management
Wisconsin
$156M +$24.9M +19% 31
BCA
5980
Boundary Creek Advisors
New York
$156M -$4.57M -3% 26
TDC
5981
Thompson Davis & Co
Virginia
$155M +$20.1M +15% 151
KWAG
5982
Kiely Wealth Advisory Group
North Carolina
$155M -$2.39M -2% 318
KCM
5983
Knoll Capital Management
Florida
$155M -$60.5M -28% 36
FWA
5984
FSC Wealth Advisors
New York
$155M +$16M +12% 329
MCA
5985
Martin Capital Advisors
Texas
$155M +$14.8M +11% 70
LWP
5986
Laurel Wealth Planning
Minnesota
$155M +$1.92M +1% 55
EIM
5987
Ervin Investment Management
Washington
$155M -$838K -0.5% 39
SVBP
5988
Strategic Value Bank Partners
Ohio
$155M -$7.89M -5% 18
LWA
5989
Ledgewood Wealth Advisors
New Hampshire
$155M +$6.45M +4% 73
GWCM
5990
Godshalk Welsh Capital Management
Pennsylvania
$155M -$3.29M -2% 126
CNWM
5991
Clay Northam Wealth Management
California
$155M +$9.58M +7% 98
NC
5992
Nipun Capital
California
$155M -$3.43M -2% 9
FOFP
5993
Fee-Only Financial Planning
South Carolina
$155M -$1.28M -0.8% 40
KA
5994
Kearns & Associates
California
$155M +$3.07M +2% 44
OWG
5995
Oxford Wealth Group
Florida
$155M +$31.8M +26% 62
WG
5996
Wealth Group
North Carolina
$155M +$5.58M +4% 164
CFAM
5997
Center For Asset Management
Florida
$154M -$12.9M -8% 132
TF
5998
Tenon Financial
New Jersey
$154M +$3.45M +2% 49
DEM
5999
Disciplined Equity Management
Florida
$154M -$4.12M -3% 63
RB
6000
Renasant Bank
Mississippi
$154M +$2.31M +2% 184