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
C
7101
Croban
Ohio
$109M +$6.69M +7% 78
IWB
7102
Innovative Wealth Building
Maryland
$109M -$2.03M -2% 55
BF
7103
Bonfire Financial
Colorado
$108M -$2.04M -2% 53
WW
7104
Winnow Wealth
Texas
$108M +$7.61M +8% 652
RAM
7105
RK Asset Management
Michigan
$108M -$14M -11% 24
CTA
7106
Camelot Technology Advisors
California
$108M -$1.69M -2% 56
AF
7107
Amara Financial
California
$108M -$139K -0.1% 50
WH
7108
Willner & Heller
California
$108M -$5.97M -5% 158
ECA
7109
Elevate Capital Advisors
Colorado
$108M -$5.42M -5% 73
CWM
7110
Copia Wealth Management
Oregon
$108M +$3.04M +3% 481
FWM
7111
Forefront Wealth Management
Pennsylvania
$108M -$508K -0.5% 53
FC
7112
Farley Capital
New York
$108M -$5.21M -5% 16
SHC
7113
SALT Holding Corp
Delaware
$108M +$29.4M +37% 12
WWM
7114
Woodside Wealth Management
Massachusetts
$108M 76
SFC
7115
Summit Financial Consulting
Michigan
$108M 42
PIM
7116
Profit Investment Management
Maryland
$108M -$16.9M -14% 81
AIM
7117
Alpine Investment Management
Hong Kong
$108M -$48.6M -31% 12
OFO
7118
OneAscent Family Office
Alabama
$107M +$52.4M +95% 123
SBCM
7119
Silverberg Bernstein Capital Management
New York
$107M -$6.17M -5% 63
MWML
7120
M Wealth Management LLC
California
$107M -$2.2M -2% 48
WA
7121
WPG Advisers
Maryland
$107M -$376K -0.3% 1,550
MIA
7122
MeadowBrook Investment Advisors
Michigan
$107M -$5.7M -5% 313
CG
7123
Clifford Group
Massachusetts
$107M -$24.1M -18% 81
MCI
7124
MRP Capital Investments
Georgia
$107M -$2.79M -3% 250
JBW
7125
Journey Beyond Wealth
Georgia
$107M +$578K +0.5% 31