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
NA
6376
NVP Associates
California
$126M +$13.8M +12% 6
IFA
6377
Invus Financial Advisors
New York
$126M -$2M -2% 7
CWM
6378
Certus Wealth Management
California
$126M +$7.75M +7% 57
EC
6379
EdgeRock Capital
Colorado
$126M -$11.5M -8% 328
RFO
6380
RiverGlades Family Offices
Florida
$126M +$2.04M +2% 83
TNAM
6381
Terra Nova Asset Management
New York
$126M +$11.5M +10% 90
LIA
6382
LifePlan Investment Advisors
North Carolina
$125M +$16.2M +15% 88
FWM
6383
FMB Wealth Management
California
$125M +$15.9M +15% 67
CCA
6384
Clarity Capital Advisors
Florida
$125M +$10.1M +9% 79
JCFM
6385
JBR Co Financial Management
Oklahoma
$125M +$18.8M +18% 102
SKK
6386
Shepherd Kaplan Krochuk
Massachusetts
$125M +$2.28M +2% 58
LIM
6387
Lancaster Investment Management
United Kingdom
$125M -$65.7M -34% 9
UIA
6388
Ulland Investment Advisors
Minnesota
$125M +$26M +26% 265
VWWMG
6389
Vermillion & White Wealth Management Group
Pennsylvania
$125M +$22.1M +21% 367
VBCG
6390
Valley Brook Capital Group
Pennsylvania
$125M +$10.3M +9% 123
FIC
6391
FCG Investment Company
Tennessee
$125M +$23M +23% 102
AA
6392
Atmos Advisory
Pennsylvania
$125M +$181K +0.1% 21
MFG
6393
Mosaic Financial Group
Illinois
$125M 129
SPWG
6394
Sage Private Wealth Group
Illinois
$125M +$12.7M +11% 85
LAS
6395
LWM Advisory Services
Florida
$125M +$11M +10% 91
SM
6396
Salzhauer Michael
$125M +$13.3M +12% 87
SIA
6397
Schear Investment Advisers
Ohio
$125M +$20.8M +20% 88
BA
6398
Brightwater Advisory
Florida
$125M +$6.08M +5% 66
PWA
6399
Primoris Wealth Advisors
Florida
$124M +$18.5M +17% 102
AWP
6400
Avid Wealth Partners
Texas
$124M +$23.6M +23% 43