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
MCA
6226
Martin Capital Advisors
Texas
$155M +$14.8M +11% 70
LWP
6227
Laurel Wealth Planning
Minnesota
$155M +$1.92M +1% 55
EIM
6228
Ervin Investment Management
Washington
$155M -$838K -0.5% 39
SVBP
6229
Strategic Value Bank Partners
Ohio
$155M -$7.89M -5% 18
LWA
6230
Ledgewood Wealth Advisors
New Hampshire
$155M +$6.45M +4% 73
GWCM
6231
Godshalk Welsh Capital Management
Pennsylvania
$155M -$3.29M -2% 126
CNWM
6232
Clay Northam Wealth Management
California
$155M +$9.58M +7% 98
NC
6233
Nipun Capital
California
$155M -$3.43M -2% 9
FOFP
6234
Fee-Only Financial Planning
South Carolina
$155M -$1.28M -0.8% 40
KA
6235
Kearns & Associates
California
$155M +$3.07M +2% 44
OWG
6236
Oxford Wealth Group
Florida
$155M +$31.8M +26% 62
WG
6237
Wealth Group
North Carolina
$155M +$5.58M +4% 164
CFAM
6238
Center For Asset Management
Florida
$154M -$12.9M -8% 132
TF
6239
Tenon Financial
New Jersey
$154M +$3.45M +2% 49
DEM
6240
Disciplined Equity Management
Florida
$154M -$4.12M -3% 63
RB
6241
Renasant Bank
Mississippi
$154M +$2.31M +2% 184
MFG
6242
Mendota Financial Group
Wisconsin
$154M -$55.1M -26% 1,213
HWM
6243
HFG Wealth Management
Texas
$154M -$2.67M -2% 42
OFM
6244
Omega Fund Management
Massachusetts
$154M -$5.82M -4% 12
AW
6245
Apricus Wealth
South Carolina
$154M +$2.39M +2% 104
LWA
6246
Lantern Wealth Advisors
New York
$154M +$9.75M +7% 144
GFM
6247
GEN Financial Management
Minnesota
$154M 56
FF
6248
Farrow Financial
Vermont
$154M -$4.68M -3% 54
CTC
6249
Cetera Trust Company
Minnesota
$154M -$9.49M -6% 402
AC
6250
AlpenGlobal Capital
California
$154M 28