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
BCA
6226
Boundary Creek Advisors
New York
$156M -$4.57M -3% 26
TDC
6227
Thompson Davis & Co
Virginia
$155M +$20.1M +15% 151
KWAG
6228
Kiely Wealth Advisory Group
North Carolina
$155M -$2.39M -2% 318
KCM
6229
Knoll Capital Management
Florida
$155M -$60.5M -28% 36
FWA
6230
FSC Wealth Advisors
New York
$155M +$16M +12% 329
MCA
6231
Martin Capital Advisors
Texas
$155M +$14.8M +11% 70
LWP
6232
Laurel Wealth Planning
Minnesota
$155M +$1.92M +1% 55
EIM
6233
Ervin Investment Management
Washington
$155M -$838K -0.5% 39
SVBP
6234
Strategic Value Bank Partners
Ohio
$155M -$7.89M -5% 18
LWA
6235
Ledgewood Wealth Advisors
New Hampshire
$155M +$6.45M +4% 73
GWCM
6236
Godshalk Welsh Capital Management
Pennsylvania
$155M -$3.29M -2% 126
CNWM
6237
Clay Northam Wealth Management
California
$155M +$9.58M +7% 98
NC
6238
Nipun Capital
California
$155M -$3.43M -2% 9
FOFP
6239
Fee-Only Financial Planning
South Carolina
$155M -$1.28M -0.8% 40
KA
6240
Kearns & Associates
California
$155M +$3.07M +2% 44
OWG
6241
Oxford Wealth Group
Florida
$155M +$31.8M +26% 62
WG
6242
Wealth Group
North Carolina
$155M +$5.58M +4% 164
CFAM
6243
Center For Asset Management
Florida
$154M -$12.9M -8% 132
TF
6244
Tenon Financial
New Jersey
$154M +$3.45M +2% 49
DEM
6245
Disciplined Equity Management
Florida
$154M -$4.12M -3% 63
RB
6246
Renasant Bank
Mississippi
$154M +$2.31M +2% 184
MFG
6247
Mendota Financial Group
Wisconsin
$154M -$55.1M -26% 1,213
HWM
6248
HFG Wealth Management
Texas
$154M -$2.67M -2% 42
OFM
6249
Omega Fund Management
Massachusetts
$154M -$5.82M -4% 12
AW
6250
Apricus Wealth
South Carolina
$154M +$2.39M +2% 104