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
FWMM
6351
Foundation Wealth Management (Missouri)
Missouri
$128M +$4.94M +4% 46
MCM
6352
Mork Capital Management
California
$128M -$5.04M -4% 109
FFP
6353
Forbes Financial Planning
Rhode Island
$127M +$11.1M +10% 32
EAM
6354
Eschler Asset Management
United Kingdom
$127M -$27.4M -18% 110
CAM
6355
Campion Asset Management
Virginia
$127M -$2.14M -2% 101
GL
6356
Gerber LLC
Ohio
$127M +$8.01M +7% 101
CPG
6357
Custom Portfolio Group
Colorado
$127M +$5.58M +5% 242
CRIG
6358
Charter Research & Investment Group
Connecticut
$127M +$816K +0.6% 84
SFC
6359
Sprinkle Financial Consultants
Colorado
$127M +$9.75M +8% 71
HWM
6360
Howard Wealth Management
Connecticut
$127M +$3.82M +3% 106
TNAM
6361
Terra Nova Asset Management
New York
$127M +$1.21M +1% 86
SCM
6362
Spring Capital Management
Texas
$127M -$6.02M -5% 34
BW
6363
Basepoint Wealth
Iowa
$127M -$6.2M -5% 116
EFG
6364
Ehrlich Financial Group
California
$127M +$7.9M +7% 118
DWS
6365
Discipline Wealth Solutions
South Carolina
$127M +$18.7M +17% 29
LCM
6366
Lattice Capital Management
Washington
$127M +$28.2M +29% 35
SKK
6367
Shepherd Kaplan Krochuk
Massachusetts
$127M +$1.33M +1% 59
RA
6368
Rosalind Advisors
Ontario, Canada
$126M +$19.5M +18% 43
SR
6369
Syntax Research
Florida
$126M -$4.53M -3% 177
LW
6370
Lauer Wealth
Indiana
$126M +$11.3M +10% 47
NCG
6371
Newport Capital Group
New Jersey
$126M 50
AA
6372
Armor Advisors
New York
$126M -$13.1M -9% 17
KA
6373
Kore Advisors
Florida
$126M -$16.7M -12% 19
CFM
6374
Crawford Fund Management
Massachusetts
$126M -$1.76M -1% 211
MAM
6375
Mainsail Asset Management
Alabama
$126M +$3.4M +3% 59