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
FF
7351
Fox Financial
Pennsylvania
$123M -$2.89M -2% 12
CWD
7352
Clarity Wealth Development
Oregon
$123M +$4.31M +4% 47
OCM
7353
Osbon Capital Management
Massachusetts
$123M +$15.6M +15% 497
VFIA
7354
Virtus Fixed Income Advisers
Connecticut
$123M -$9.76M -7% 27
LCG
7355
Lakeshore Capital Group
Illinois
$123M -$2.46M -2% 78
AA
7356
ArborFi Advisors
Michigan
$122M -$702K -0.6% 51
SG
7357
Sankala Group
Colorado
$122M -$2.63M -2% 581
FFG
7358
First Financial Group
North Carolina
$122M +$4.94M +4% 80
SB
7359
Semitam Bonam
New York
$122M +$2.3M +2% 47
RFA
7360
Reyes Financial Architecture
California
$122M -$41.8M -25% 460
DFG
7361
Dynamic Financial Group
Iowa
$122M +$5.07M +4% 72
RWIA
7362
Roger Wittlin Investment Advisory
California
$122M -$20.7M -14% 40
AWM
7363
Athena Wealth Management
Nevada
$122M +$19.3M +19% 121
GAFA
7364
Garton & Associates Financial Advisors
Kentucky
$122M -$56.3M -32% 1,199
KGC
7365
Kennon-Green & Company
Ohio
$122M -$3.91M -3% 41
PWP
7366
PrairieView Wealth Partners
Illinois
$122M +$11.8M +11% 31
MFC
7367
Miramar Fiduciary Corp
Nevada
$122M -$7.27M -6% 5
TFS
7368
Targeted Financial Services
Florida
$122M +$5.84M +5% 55
VAM
7369
Valliance Asset Management
Hong Kong
$122M +$49M +67% 15
PLC
7370
Peapod Lane Capital
New York
$122M +$4.36M +4% 68
PWM
7371
Peak Wealth Management
New Hampshire
$122M +$2.24M +2% 56
WRCM
7372
Western Reserve Capital Management
Ohio
$122M +$14.6M +14% 51
SO
7373
Sierra Ocean
California
$122M +$1.01M +0.8% 62
AVA
7374
Atlas Venture Advisors
Massachusetts
$122M -$70M -37% 3
RCWM
7375
Red Crane Wealth Management
California
$122M -$749K -0.6% 73