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
ONST
6576
Old North State Trust
North Carolina
$123M +$7.21M +6% 135
CWM
6577
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 48
OWG
6578
Oxford Wealth Group
Florida
$123M -$22.6M -16% 71
GWA
6579
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 38
DWS
6580
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 247
SFG
6581
Somnio Financial Group
Connecticut
$123M +$9.2M +8% 14
RA
6582
RiverPark Advisors
New York
$122M +$1.62M +1% 146
JAIC
6583
Josh Arnold Investment Consultant
Minnesota
$122M +$4.33M +4% 30
FCT
6584
First Community Trust
Iowa
$122M +$5.43M +5% 319
GPW
6585
Gentry Private Wealth
Kansas
$122M +$8.62M +8% 88
CA
6586
Cannon Advisors
North Carolina
$122M 71
EB
6587
Exchange Bank
California
$122M +$4.6M +4% 115
CGF
6588
Constant Guidance Financial
Massachusetts
$122M +$25.7M +27% 33
BAWM
6589
Bennett Associates Wealth Management
Pennsylvania
$122M +$11.1M +10% 50
IPAM
6590
Investment Partners Asset Management
New Jersey
$122M +$9.84M +9% 145
BSHC
6591
Breed's Hill Capital
Massachusetts
$122M +$9.12M +8% 102
TWM
6592
Trevian Wealth Management
Massachusetts
$122M +$102M +508% 32
NWMG
6593
Nicholson Wealth Management Group
South Carolina
$122M 97
EI
6594
EDMP Inc
Florida
$122M +$11.3M +10% 84
SRB
6595
Shotwell Rutter Baer
Michigan
$122M +$8.82M +8% 34
S
6596
Sunpointe
Missouri
$122M -$32.1M -21% 192
HA
6597
HC Advisors
Georgia
$122M +$13.2M +12% 53
PWP
6598
Parkwoods Wealth Partners
New York
$122M 31
CC
6599
Cultivar Capital
Texas
$122M +$2.17M +2% 196
1WM
6600
1858 Wealth Management
Ohio
$122M +$1.03M +0.9% 135