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
MWM
7001
MFG Wealth Management
Indiana
$132M +$13.7M +12% 69
FC
7002
Farley Capital
New York
$132M +$10.3M +8% 18
KOMWMG
7003
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$132M +$6.11M +5% 90
NC
7004
Nightview Capital
Texas
$132M +$18.7M +17% 13
TCM
7005
Tao Capital Management
California
$132M -$4.17M -3% 10
TC
7006
Travelers Companies
Minnesota
$132M +$12.7M +11% 2
CWMS
7007
Cannon Wealth Management Services
North Carolina
$132M +$9.74M +8% 86
KCAM
7008
Kagan Cocozza Asset Management
New Jersey
$132M +$1.65M +1% 62
FDC
7009
Flight Deck Capital
California
$132M +$37.6M +40% 17
OWM
7010
Orca Wealth Management
Florida
$132M +$13.3M +11% 70
OFG
7011
Opulen Financial Group
Virginia
$132M +$10M +8% 108
CP
7012
Clayton Partners
California
$132M +$12.8M +11% 41
WFL
7013
Womack Financial LLC
Texas
$132M +$22.5M +21% 69
LFS
7014
Leibman Financial Services
Nebraska
$132M +$1.61M +1% 53
WSA
7015
Warm Springs Advisors
California
$132M +$15.2M +13% 50
FB
7016
Finward Bancorp
Indiana
$132M +$5M +4% 109
CMU
7017
Carnegie Mellon University
Pennsylvania
$132M -$23M -15% 5
IVMX
7018
Institutional Venture Management XV
California
$131M -$111M -46% 4
PWM
7019
PMG Wealth Management
Illinois
$131M +$10.1M +8% 55
GCM
7020
GeoSphere Capital Management
Florida
$131M +$32.8M +33% 55
TCM
7021
TT Capital Management
California
$131M +$7.55M +6% 77
PBRA
7022
Pine Brook Road Advisors
New York
$131M -$1.02M -0.8% 2
HC
7023
Hoese & Co
Minnesota
$131M +$6.85M +6% 154
FLFS
7024
Family Legacy Financial Solutions
North Carolina
$131M +$12.7M +11% 293
KCM
7025
Kennondale Capital Management
Virginia
$131M +$32.6M +33% 84