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
NCG
6576
Newport Capital Group
New Jersey
$148M +$8.6M +6% 66
FI
6577
Finivi Inc
Massachusetts
$148M +$23.3M +19% 103
TFP
6578
Traction Financial Partners
Wyoming
$148M +$19.4M +15% 85
RCWVOTCITCONY
6579
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$147M -$72.4M -33% 2
LWP
6580
LeClair Wealth Partners
Ohio
$147M +$8.53M +6% 104
CPL
6581
Capital & Planning LLC
Georgia
$147M +$12.6M +9% 36
MAM
6582
McCarthy Asset Management
California
$147M +$9.17M +7% 27
BFM
6583
Broadview Financial Management
Wisconsin
$147M +$13.2M +10% 41
SRB
6584
Shotwell Rutter Baer
Michigan
$147M +$33.8M +30% 37
BAS
6585
Brueske Advisory Services
Washington
$147M +$41.5M +39% 65
PIP
6586
PB Investment Partners
California
$147M +$20.8M +16% 9
WMWM
6587
Wilkins Miller Wealth Management
Alabama
$147M +$14M +10% 92
SWM
6588
Shepherd Wealth Management
Ohio
$147M +$49.7M +51% 54
CCM
6589
Crestwood Capital Management
New York
$147M +$16.6M +13% 16
AWMNY
6590
Arcadia Wealth Management (New York)
New York
$147M +$18.5M +14% 55
FFWM
6591
Future Financial Wealth Management
Ohio
$147M +$10.4M +8% 460
EWA
6592
EQ Wealth Advisors
Texas
$147M +$21.2M +17% 285
TDC
6593
Thompson Davis & Co
Virginia
$147M +$19.9M +16% 166
MEG
6594
Millstone Evans Group
Colorado
$147M -$703K -0.5% 826
CCM
6595
Cox Capital Management
Massachusetts
$147M +$9.66M +7% 61
JSA
6596
Jim Saulnier & Associates
Colorado
$147M +$18.1M +14% 113
PWA
6597
Primoris Wealth Advisors
Florida
$147M +$17.4M +13% 109
BCM
6598
Barrier Capital Management
California
$146M +$42M +40% 21
BBA
6599
Braun-Bostich & Associates
Pennsylvania
$146M +$11.3M +8% 122
VSCP
6600
Vesey Street Capital Partners
New York
$146M +$78M +114% 1