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
EC
6351
EdgeRock Capital
Colorado
$126M -$11.5M -8% 328
RFO
6352
RiverGlades Family Offices
Florida
$126M +$2.04M +2% 83
TNAM
6353
Terra Nova Asset Management
New York
$126M +$11.5M +10% 90
LIA
6354
LifePlan Investment Advisors
North Carolina
$125M +$16.2M +15% 88
FWM
6355
FMB Wealth Management
California
$125M +$15.9M +15% 67
CCA
6356
Clarity Capital Advisors
Florida
$125M +$10.1M +9% 79
JCFM
6357
JBR Co Financial Management
Oklahoma
$125M +$18.8M +18% 102
SKK
6358
Shepherd Kaplan Krochuk
Massachusetts
$125M +$2.28M +2% 58
LIM
6359
Lancaster Investment Management
United Kingdom
$125M -$65.7M -34% 9
UIA
6360
Ulland Investment Advisors
Minnesota
$125M +$26M +26% 265
VWWMG
6361
Vermillion & White Wealth Management Group
Pennsylvania
$125M +$22.1M +21% 367
VBCG
6362
Valley Brook Capital Group
Pennsylvania
$125M +$10.3M +9% 123
FIC
6363
FCG Investment Company
Tennessee
$125M +$23M +23% 102
AA
6364
Atmos Advisory
Pennsylvania
$125M +$181K +0.1% 21
MFG
6365
Mosaic Financial Group
Illinois
$125M 129
SPWG
6366
Sage Private Wealth Group
Illinois
$125M +$12.7M +11% 85
LAS
6367
LWM Advisory Services
Florida
$125M +$11M +10% 91
SM
6368
Salzhauer Michael
$125M +$13.3M +12% 87
SIA
6369
Schear Investment Advisers
Ohio
$125M +$20.8M +20% 88
BA
6370
Brightwater Advisory
Florida
$125M +$6.08M +5% 66
PWA
6371
Primoris Wealth Advisors
Florida
$124M +$18.5M +17% 102
AWP
6372
Avid Wealth Partners
Texas
$124M +$23.6M +23% 43
CCM
6373
Chaney Capital Management
Washington
$124M +$12M +11% 32
GIM
6374
Guardian Investment Management
California
$124M +$5.63M +5% 58
CV
6375
Counterweight Ventures
North Carolina
$124M +$14.2M +13% 65