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
HA
6851
HC Advisors
Georgia
$142M +$741K +0.5% 63
CCG
6852
Coastwise Capital Group
California
$142M +$16.5M +13% 133
CCM
6853
Collar Capital Management
Wisconsin
$142M +$23.3M +20% 74
AC
6854
Avant Capital
Louisiana
$142M +$13.2M +10% 81
NWM
6855
Nova Wealth Management
Florida
$142M +$5.83M +4% 773
GWA
6856
Genesis Wealth Advisors
Massachusetts
$142M +$8.55M +6% 64
BOM
6857
Bank of Marin
California
$142M +$9.21M +7% 134
DQRIM
6858
Dale Q Rice Investment Management
Washington
$142M +$21.1M +18% 69
SWA
6859
Safir Wealth Advisors
New Hampshire
$142M +$5.27M +4% 16
DG
6860
Daventry Group
New York
$141M -$103M -42% 9
CMMS
6861
Comprehensive Money Management Services
Florida
$141M +$9.49M +7% 191
VB
6862
Value Base
Israel
$141M -$33.8M -19% 7
BW
6863
Basepoint Wealth
Iowa
$141M +$11.7M +9% 108
WLC
6864
Walnut Level Capital
Colorado
$141M +$16.2M +13% 36
CWM
6865
Comprehensive Wealth Management
Washington
$141M +$16.9M +14% 39
JWM
6866
JDH Wealth Management
California
$141M +$10.3M +8% 51
CAM
6867
Campion Asset Management
Virginia
$141M +$7.6M +6% 84
FFS
6868
Flavin Financial Services
Florida
$141M +$37.7M +37% 73
GWA
6869
Gibson Wealth Advisors
Texas
$141M +$6.17M +5% 41
SVBP
6870
Strategic Value Bank Partners
Ohio
$141M -$34.3M -20% 16
CIM
6871
Chapman Investment Management
California
$141M -$2.7M -2% 32
CFGW
6872
Chancellor Financial Group WB
Pennsylvania
$141M +$11.9M +9% 139
MFG
6873
Mosaic Financial Group
Illinois
$141M +$9.84M +8% 124
DI
6874
Disciplined Investors
Texas
$140M +$12.1M +9% 126
IIM
6875
Illumine Investment Management
Washington
$140M +$14.7M +12% 94