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
NRWA
6201
North Ridge Wealth Advisors
Oregon
$144M -$2.61M -2% 195
WWM
6202
Whalen Wealth Management
Nevada
$144M +$2.95M +2% 182
TFG
6203
Taylor Financial Group
Virginia
$144M -$328K -0.2% 102
BMD
6204
Better Money Decisions
New Mexico
$144M +$3.34M +2% 70
NIF
6205
Nalanda India Fund
Mauritius
$144M -$54.1M -27% 1
HPC
6206
Highland Peak Capital
Connecticut
$144M -$10.2M -7% 29
ICM
6207
Islay Capital Management
Texas
$144M -$5.1M -3% 229
FWS
6208
FinDec Wealth Services
California
$144M -$28.2M -16% 43
AA
6209
Atmos Advisory
Pennsylvania
$144M +$3.3M +2% 32
OS
6210
Objectivity Squared
South Carolina
$144M +$83.7K +0.1% 55
SAM
6211
Soviero Asset Management
New York
$144M +$44.6M +45% 62
MWM
6212
Magnolia Wealth Management
Alabama
$144M +$3.18M +2% 13
PWSG
6213
Pacific Wealth Strategies Group
California
$144M +$8.97M +7% 57
LAS
6214
LWM Advisory Services
Florida
$144M +$8.81M +7% 99
CA
6215
Carson Advisory
Georgia
$144M -$15.5M -10% 188
VFG
6216
Valley Financial Group
Pennsylvania
$144M +$658K +0.5% 60
GC
6217
Gould Capital
Washington
$144M -$8.31M -5% 223
MIM
6218
Merrion Investment Management
New Jersey
$144M -$7.82M -5% 109
IIL
6219
Insight Inv LLC
California
$144M +$24.4M +21% 126
CSI
6220
Cross Staff Investments
New York
$144M +$14M +11% 130
EWS
6221
Evergreen Wealth Solutions
Pennsylvania
$143M -$3.8M -3% 120
SMF
6222
Sterling Manor Financial
New York
$143M -$4.27M -3% 29
IIM
6223
InTrack Investment Management
Vermont
$143M +$2.28M +2% 127
TCM
6224
Tao Capital Management
California
$143M +$32.9M +30% 10
LIA
6225
LSP Investment Advisors
New York
$143M -$42.4M -23% 27