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
W
5976
WealthCollab
Washington
$156M +$4.13M +3% 956
GAA
5977
Guardian Asset Advisors
Pennsylvania
$156M +$8.7M +6% 103
CIA
5978
Cascade Investment Advisors
Oregon
$156M -$1.22M -0.8% 119
TLCM
5979
Twin Lakes Capital Management
California
$156M +$656K +0.4% 240
ACM
5980
AUA Capital Management
Pennsylvania
$156M -$16.9M -10% 84
CCM
5981
Cox Capital Management
Massachusetts
$156M -$11.4M -7% 72
CAM
5982
Crown Advisors Management
California
$156M +$310K +0.2% 44
UWM
5983
Udine Wealth Management
Florida
$156M +$14M +10% 34
CFIM
5984
Client First Investment Management
Wisconsin
$156M +$24.9M +19% 31
BCA
5985
Boundary Creek Advisors
New York
$156M -$4.57M -3% 26
TDC
5986
Thompson Davis & Co
Virginia
$155M +$20.1M +15% 151
KWAG
5987
Kiely Wealth Advisory Group
North Carolina
$155M -$2.39M -2% 318
KCM
5988
Knoll Capital Management
Florida
$155M -$60.5M -28% 36
FWA
5989
FSC Wealth Advisors
New York
$155M +$16M +12% 329
MCA
5990
Martin Capital Advisors
Texas
$155M +$14.8M +11% 70
LWP
5991
Laurel Wealth Planning
Minnesota
$155M +$1.92M +1% 55
EIM
5992
Ervin Investment Management
Washington
$155M -$838K -0.5% 39
SVBP
5993
Strategic Value Bank Partners
Ohio
$155M -$7.89M -5% 18
LWA
5994
Ledgewood Wealth Advisors
New Hampshire
$155M +$6.45M +4% 73
GWCM
5995
Godshalk Welsh Capital Management
Pennsylvania
$155M -$3.29M -2% 126
CNWM
5996
Clay Northam Wealth Management
California
$155M +$9.58M +7% 98
NC
5997
Nipun Capital
California
$155M -$3.43M -2% 9
FOFP
5998
Fee-Only Financial Planning
South Carolina
$155M -$1.28M -0.8% 40
KA
5999
Kearns & Associates
California
$155M +$3.07M +2% 44
OWG
6000
Oxford Wealth Group
Florida
$155M +$31.8M +26% 62