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
DWM
6626
Daner Wealth Management
Georgia
$136M 56
MGW
6627
MB Generational Wealth
Washington
$136M -$2.57M -2% 60
JWM
6628
JP Wealth Management
South Carolina
$136M 16
WDC
6629
Woodward Diversified Capital
California
$136M -$21.5M -14% 169
IWA
6630
Integrity Wealth Advisors
California
$136M 63
CCM
6631
Crestwood Capital Management
New York
$136M +$6.39M +5% 17
WA
6632
WESPAC Advisors
California
$136M +$773K +0.6% 187
GIM
6633
Goodlander Investment Management
Texas
$136M 10
VWWMG
6634
Vermillion & White Wealth Management Group
Pennsylvania
$136M +$519K +0.4% 409
CC
6635
Citrine Capital
California
$136M 36
NCG
6636
Newport Capital Group
New Jersey
$136M +$4.16K +0% 60
HI
6637
Harper Investing
California
$136M -$16.9M -11% 49
TWM
6638
Trevian Wealth Management
Massachusetts
$136M +$13.6M +11% 30
CAM
6639
Clio Asset Management
Virginia
$136M -$6.92M -5% 17
SAM
6640
Steinberg Asset Management
New York
$136M +$4.63M +4% 43
NBT
6641
Northwest Bank & Trust
Iowa
$135M +$4.03M +3% 202
KOMWMG
6642
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$135M +$15.5M +13% 81
OIM
6643
Opus Investment Management
Massachusetts
$135M -$6.99M -5% 30
AH
6644
Addis & Hill
Pennsylvania
$135M +$4.73M +4% 28
GP
6645
Gallo Partners
New Jersey
$135M 68
AL
6646
ACAS LLC
California
$135M +$13.9M +11% 92
1M
6647
13D Management
New York
$135M -$1.41M -1% 27
MIM
6648
Meixler Investment Management
Arizona
$135M -$661K -0.5% 118
BCM
6649
Brooktree Capital Management
Michigan
$135M +$11.7M +10% 25
NCM
6650
Northland Capital Management
Minnesota
$135M -$39.9M -23% 35