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
TNAM
6376
Terra Nova Asset Management
New York
$126M +$11.5M +10% 90
LIA
6377
LifePlan Investment Advisors
North Carolina
$125M +$16.2M +15% 88
FWM
6378
FMB Wealth Management
California
$125M +$15.9M +15% 67
CCA
6379
Clarity Capital Advisors
Florida
$125M +$10.1M +9% 79
JCFM
6380
JBR Co Financial Management
Oklahoma
$125M +$18.8M +18% 102
SKK
6381
Shepherd Kaplan Krochuk
Massachusetts
$125M +$2.28M +2% 58
LIM
6382
Lancaster Investment Management
United Kingdom
$125M -$65.7M -34% 9
UIA
6383
Ulland Investment Advisors
Minnesota
$125M +$26M +26% 265
VWWMG
6384
Vermillion & White Wealth Management Group
Pennsylvania
$125M +$22.1M +21% 367
VBCG
6385
Valley Brook Capital Group
Pennsylvania
$125M +$10.3M +9% 123
FIC
6386
FCG Investment Company
Tennessee
$125M +$23M +23% 102
AA
6387
Atmos Advisory
Pennsylvania
$125M +$181K +0.1% 21
MFG
6388
Mosaic Financial Group
Illinois
$125M 129
SPWG
6389
Sage Private Wealth Group
Illinois
$125M +$12.7M +11% 85
LAS
6390
LWM Advisory Services
Florida
$125M +$11M +10% 91
SM
6391
Salzhauer Michael
$125M +$13.3M +12% 87
SIA
6392
Schear Investment Advisers
Ohio
$125M +$20.8M +20% 88
BA
6393
Brightwater Advisory
Florida
$125M +$6.08M +5% 66
PWA
6394
Primoris Wealth Advisors
Florida
$124M +$18.5M +17% 102
AWP
6395
Avid Wealth Partners
Texas
$124M +$23.6M +23% 43
CCM
6396
Chaney Capital Management
Washington
$124M +$12M +11% 32
GIM
6397
Guardian Investment Management
California
$124M +$5.63M +5% 58
CV
6398
Counterweight Ventures
North Carolina
$124M +$14.2M +13% 65
QM
6399
QVIDTVM Management
Texas
$124M +$5.46M +5% 12
OIM
6400
Oracle Investment Management
Connecticut
$124M +$32.6M +36% 24