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
CWG
6151
Crown Wealth Group
North Carolina
$108M 67
HV
6152
HST Ventures
Utah
$108M 19
SWIM
6153
Smallwood Wealth Investment Management
New Jersey
$107M 54
MECA
6154
Miller Equity Capital Advisors
Texas
$107M +$5.8M +6% 47
CMF
6155
Counterpoint Mutual Funds
California
$107M +$7.4M +7% 268
RCA
6156
Roberts Capital Advisors
Colorado
$107M 95
PHIC
6157
Pine Haven Investment Counsel
Massachusetts
$107M 105
MF
6158
Meridian Financial
Massachusetts
$107M 99
AFA
6159
Atlas Financial Advisors
California
$107M 15
AHIA
6160
Andrew Hill Investment Advisors
Florida
$107M 228
IAG
6161
Investmark Advisory Group
Connecticut
$107M 388
DFC
6162
DB Fitzpatrick & Co
Idaho
$107M 75
UL
6163
Unionview LLC
Washington
$107M 93
BCM
6164
Bancreek Capital Management
California
$107M 29
NWM
6165
Navigation Wealth Management
Colorado
$107M +$91.5M +597% 130
NWMG
6166
National Wealth Management Group
Ohio
$107M 124
OCM
6167
Once Capital Management
New York
$107M 17
OCA
6168
Otter Creek Advisors
Florida
$107M -$14.9M -12% 54
WSWA
6169
Warren Street Wealth Advisors
California
$107M 51
T
6170
TRUADVICE
Florida
$107M -$2.58M -2% 124
BF
6171
Brooklyn FI
New York
$107M 39
WM
6172
Westpark Management
Texas
$106M 8
OC
6173
Oppenheimer & Close
New York
$106M +$1.95M +2% 64
DM
6174
Delphi Management
Massachusetts
$106M +$9.03M +9% 109
DFA
6175
DHK Financial Advisors
New Hampshire
$106M 37