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
NFA
6801
Northern Financial Advisors
Michigan
$121M -$4.06M -3% 109
NA
6802
Note Advisors
New York
$121M +$8.2M +7% 79
NA
6803
Nautilus Advisors
California
$121M -$4.56M -4% 160
CFG
6804
Certior Financial Group
Pennsylvania
$121M +$8.44M +7% 127
SFC
6805
Swisher Financial Concepts
Ohio
$121M +$36.1M +43% 90
LAM
6806
Lewis Asset Management
California
$121M -$10.1M -8% 140
ROP
6807
Rule One Partners
Georgia
$121M -$3.28M -3% 16
AWA
6808
Archvest Wealth Advisors
California
$121M -$17.1M -12% 66
TA
6809
Tiptree Advisors
New York
$121M +$24.4M +25% 27
MQWP
6810
Morey & Quinn Wealth Partners
Nebraska
$121M +$2.89M +2% 126
KC
6811
Kepos Capital
New York
$121M +$5.02M +4% 74
SGCM
6812
Sand Grove Capital Management
United Kingdom
$121M -$85.4M -41% 15
SWM
6813
SpringVest Wealth Management
Texas
$121M +$3.88M +3% 60
NFA
6814
Northwest Financial Advisors
Virginia
$121M -$539K -0.4% 125
NPAN
6815
Northeast Planning Associates NH
New Hampshire
$120M +$23.8M +25% 60
HF
6816
Holcombe Financial
Georgia
$120M -$1.02M -0.8% 42
MC
6817
Marest Capital
California
$120M -$3.35M -3% 26
CFGW
6818
Chancellor Financial Group WB
Pennsylvania
$120M -$3.82M -3% 138
DWS
6819
Dynamic Wealth Strategies
California
$120M +$7.92M +7% 234
AC
6820
Avant Capital
Louisiana
$120M -$324K -0.3% 68
JAIC
6821
Josh Arnold Investment Consultant
Minnesota
$120M +$2.01M +2% 23
SPAS
6822
Spectrum Planning & Advisory Services
California
$120M +$4.9M +4% 71
ADBIC
6823
A.D. Beadell Investment Counsel
Wisconsin
$120M -$3.26M -3% 93
BCA
6824
Bay Capital Advisors
Virginia
$120M -$4.25M -3% 116
GL
6825
Gerber LLC
Ohio
$120M -$17.3M -13% 101