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
NJIM
6401
Nabity-Jensen Investment Management
Nebraska
$132M +$1.78M +1% 71
GRA
6402
Golden Road Advisors
Florida
$132M +$4.53M +4% 42
PWA
6403
Providence Wealth Advisors
Illinois
$132M -$3.13M -2% 85
BFP
6404
Brewster Financial Planning
New York
$132M +$3.05M +2% 27
1IA
6405
1620 Investment Advisors
Massachusetts
$132M -$6.76M -5% 795
IGM
6406
Incline Global Management
New York
$132M -$93.2M -41% 32
CA
6407
Continental Advisors
Utah
$132M -$3.74M -3% 36
SFS
6408
Sharp Financial Services
Pennsylvania
$132M +$2.22M +2% 106
CWA
6409
Clearview Wealth Advisors
Oregon
$132M +$1.8M +1% 99
OCA
6410
OEP Capital Advisors
New York
$132M -$23.6M -15% 1
MCM
6411
Moon Capital Management
New York
$132M -$6.66M -5% 25
SWM
6412
Schwallier Wealth Management
Michigan
$131M -$8.33M -6% 38
SMAM
6413
Sugar Maple Asset Management
Wisconsin
$131M +$16.3M +14% 479
RWM
6414
Refined Wealth Management
Utah
$131M +$1.69M +1% 28
BMCM
6415
Black Maple Capital Management
Wisconsin
$131M -$1.41M -1% 108
CCA
6416
Cravens & Co Advisors
Tennessee
$131M +$1.84M +1% 67
TNAM
6417
Terra Nova Asset Management
New York
$131M -$3.42M -3% 87
CRIG
6418
Charter Research & Investment Group
Connecticut
$131M -$4.31M -3% 84
TC
6419
Teilinger Capital
Texas
$131M -$35.6M -21% 15
PWA
6420
Primoris Wealth Advisors
Florida
$131M -$6.47M -5% 110
CG
6421
Clifford Group
Massachusetts
$131M +$2.6M +2% 78
TC
6422
Taika Capital
Florida
$131M -$1.56M -1% 100
LOIP
6423
Live Oak Investment Partners
Texas
$131M +$2.44M +2% 300
MCM
6424
MontVue Capital Management
Virginia
$131M +$866K +0.7% 61
LPFG
6425
Landing Point Financial Group
Ohio
$131M 69