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
CNWM
6001
Clay Northam Wealth Management
California
$155M +$9.58M +7% 98
NC
6002
Nipun Capital
California
$155M -$3.43M -2% 9
FOFP
6003
Fee-Only Financial Planning
South Carolina
$155M -$1.28M -0.8% 40
KA
6004
Kearns & Associates
California
$155M +$3.07M +2% 44
OWG
6005
Oxford Wealth Group
Florida
$155M +$31.8M +26% 62
WG
6006
Wealth Group
North Carolina
$155M +$5.58M +4% 164
CFAM
6007
Center For Asset Management
Florida
$154M -$12.9M -8% 132
TF
6008
Tenon Financial
New Jersey
$154M +$3.45M +2% 49
DEM
6009
Disciplined Equity Management
Florida
$154M -$4.12M -3% 63
RB
6010
Renasant Bank
Mississippi
$154M +$2.31M +2% 184
MFG
6011
Mendota Financial Group
Wisconsin
$154M -$55.1M -26% 1,213
HWM
6012
HFG Wealth Management
Texas
$154M -$2.67M -2% 42
OFM
6013
Omega Fund Management
Massachusetts
$154M -$5.82M -4% 12
AW
6014
Apricus Wealth
South Carolina
$154M +$2.39M +2% 104
LWA
6015
Lantern Wealth Advisors
New York
$154M +$9.75M +7% 144
FF
6016
Farrow Financial
Vermont
$154M -$4.68M -3% 54
CTC
6017
Cetera Trust Company
Minnesota
$154M -$9.49M -6% 402
AC
6018
AlpenGlobal Capital
California
$154M 28
FFWA
6019
Forthright Family Wealth Advisory
Texas
$154M -$1.81M -1% 66
PIM
6020
Pullen Investment Management
Florida
$154M +$17M +12% 106
AGAM
6021
Audent Global Asset Management
California
$154M +$95.1M +162% 51
BIA
6022
Benchmark Investment Advisors
Illinois
$154M +$13.3M +10% 98
CAM
6023
Clarity Asset Management
Iowa
$154M +$9.73M +7% 228
PIA
6024
Panoramic Investment Advisors
Colorado
$154M +$8.78M +6% 126
CA
6025
Corrado Advisors
New Jersey
$153M -$6.21M -4% 113