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
WA
6026
WESPAC Advisors
California
$106M +$48.5M +84% 137
NFA
6027
Northern Financial Advisors
Michigan
$106M +$17.8M +20% 117
MCM
6028
McMillion Capital Management
North Carolina
$106M -$4.45M -4% 75
PCM
6029
Perkins Capital Management
Minnesota
$106M +$11.3M +12% 105
CAP
6030
Columbia Advisory Partners
Washington
$106M +$1.02M +1% 75
SGWM
6031
Sterling Group Wealth Management
California
$106M +$4.4M +4% 53
CAM
6032
Campion Asset Management
Virginia
$106M +$4.12M +4% 93
GWM
6033
Greenhouse Wealth Management
Connecticut
$106M +$6.56M +7% 55
OFA
6034
Oaktree Fund Advisors
California
$106M +$39M +58% 53
DCM
6035
Difesa Capital Management
New York
$106M -$22.6M -18% 247
AFCM
6036
Alta Fox Capital Management
Texas
$106M -$20.3M -16% 17
UCB
6037
United Community Bank
South Carolina
$106M +$2.45M +2% 257
YEPV
6038
Yorktown Energy Partners VIII
New York
$106M -$33.9M -24% 2
EPM
6039
Equitec Proprietary Markets
Illinois
$106M -$64.9M -38% 184
BFP
6040
Briaud Financial Planning
Texas
$106M -$17.9M -14% 25
EL
6041
EMFO LLC
Florida
$106M +$5.89M +6% 323
KGC
6042
Kennon-Green & Company
Ohio
$106M +$5.31M +5% 46
SWIM
6043
Smallwood Wealth Investment Management
New Jersey
$106M -$12.3M -10% 75
CCG
6044
Capital CS Group
California
$106M +$15M +17% 79
CA
6045
CV Advisors
Florida
$105M +$9.45M +10% 20
PMAM
6046
Penn Mutual Asset Management
Pennsylvania
$105M +$15.8M +18% 72
SG
6047
Stagwell Group
Florida
$105M -$59.2M -36% 1
WAM
6048
WealthTrust Asset Management
Florida
$105M +$1.73M +2% 83
MFG
6049
Marmo Financial Group
Tennessee
$105M +$1.59M +2% 23
CBNLCF
6050
Cognios Beta Neutral Large Cap Fund
Kansas
$105M +$864K +0.8% 122