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
CP
6401
Clayton Partners
California
$124M +$6.6M +6% 39
D
6402
Dentgroup
Louisiana
$124M +$3.24M +3% 89
KWA
6403
Kellett Wealth Advisors
Ohio
$124M -$20.5M -14% 92
DJFS
6404
Dean Jacobson Financial Services
Texas
$124M +$471K +0.4% 13
MA
6405
Mosaic Advisors
Texas
$124M +$1.47M +1% 17
SM
6406
Salzhauer Michael
$124M -$717K -0.6% 83
HLA
6407
Hamilton Lane Advisors
Pennsylvania
$124M -$22.7M -15% 20
CG
6408
Clifford Group
Massachusetts
$124M +$2.75M +2% 74
OA
6409
Oceanside Advisors
South Carolina
$124M +$2.93M +2% 48
FWM
6410
FMA Wealth Management
Massachusetts
$124M +$3.03M +3% 43
PMSA
6411
Patrick M. Sweeney & Associates
Illinois
$124M +$2.08M +2% 140
EWS
6412
Eagle Wealth Strategies
New Jersey
$124M +$605K +0.5% 96
LI
6413
Latash Investments
Alaska
$123M -$17.2M -12% 20
NC
6414
Napatree Capital
Rhode Island
$123M +$20.1M +19% 138
SI
6415
Stonekeep Investments
New Mexico
$123M 48
EWA
6416
Elevate Wealth Advisory
Georgia
$123M +$8.37M +7% 114
PIP
6417
PB Investment Partners
California
$123M -$9.48M -7% 9
ZC
6418
Zeit Capital
Colorado
$123M -$713K -0.6% 30
BRF
6419
B. Riley Financial
California
$123M +$18.1M +17% 20
CPL
6420
CAP Partners LLC
Tennessee
$123M +$9.76M +9% 131
SWM
6421
Schwallier Wealth Management
Michigan
$123M -$1.06M -0.9% 31
SA
6422
Sage Advisors
Colorado
$123M +$10.6M +9% 26
WFS
6423
Widmann Financial Services
Maryland
$123M +$3.88M +3% 135
TFM
6424
Trademark Financial Management
Minnesota
$123M +$2.17M +2% 90
APW
6425
Atlantic Private Wealth
North Carolina
$123M +$2.56M +2% 113