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
FA
6401
Fortis Advisors
Pennsylvania
$156M +$2.72M +2% 121
NLWP
6402
Next Level Wealth Planning
Idaho
$156M +$24.1M +18% 58
TIM
6403
Tevis Investment Management
Texas
$156M +$21.4M +16% 112
SPWG
6404
Sage Private Wealth Group
Illinois
$156M +$24M +18% 102
PFMU
6405
Privium Fund Management (UK)
United Kingdom
$156M +$26.6M +21% 21
BWM
6406
Base Wealth Management
Florida
$156M +$24.8M +19% 59
DKCM
6407
Davidson Kahn Capital Management
California
$156M +$26.6M +21% 58
CC
6408
Climber Capital
Switzerland
$156M +$28.8M +23% 66
OWA
6409
Oak Wealth Advisors
Illinois
$156M +$20.8M +15% 58
AIP
6410
Alapocas Investment Partners
Massachusetts
$156M -$7.68M -5% 22
IOOF
6411
Independent Order of Foresters
Ontario, Canada
$156M +$15M +11% 2
SL
6412
SFM LLC
New Hampshire
$156M +$19.8M +15% 62
BCG
6413
BayBridge Capital Group
California
$156M +$16.7M +12% 89
CIA
6414
Cascade Investment Advisors
Oregon
$156M +$7.75M +5% 118
SOWBOCOPL
6415
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$156M +$786K +0.5% 6
CP
6416
Castleview Partners
Texas
$156M +$7.88M +5% 198
TC
6417
Tacita Capital
Ontario, Canada
$156M +$16.7M +12% 220
SWR
6418
Spahn Wealth & Retirement
Arizona
$155M +$19.2M +14% 40
HIA
6419
Harvest Investment Advisors
Florida
$155M +$17M +12% 59
CWM
6420
Certus Wealth Management
California
$155M +$8.01M +5% 57
EFIC
6421
Eliot Finkel Investment Counsel
California
$155M +$8.21M +6% 32
AFS
6422
AFG Fiduciary Services
Massachusetts
$155M +$19.1M +14% 89
GWM
6423
Greenhouse Wealth Management
Connecticut
$155M +$21.4M +16% 60
RLWM
6424
RF&L Wealth Management
Massachusetts
$155M +$15.4M +11% 60
LA
6425
Lakeside Advisors
Washington
$155M +$4.17M +3% 63