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
CRW
7601
Clarity Retirement & Wealth
Massachusetts
$114M 33
CW
7602
CrossGen Wealth
North Carolina
$114M 198
BAM
7603
Broyhill Asset Management
North Carolina
$114M -$531K -0.5% 86
QWM
7604
QP Wealth Management
New Jersey
$113M 105
KCWM
7605
Kane Co Wealth Management
Iowa
$113M 50
LCM
7606
LRT Capital Management
Texas
$113M -$37.5M -25% 101
GP
7607
Gallo Partners
New Jersey
$113M -$19.7M -15% 70
LMFP
7608
Larry Mathis Financial Planning
Arizona
$113M 157
CF
7609
Carter Financial
California
$113M 24
FA
7610
Forefront Analytics
Pennsylvania
$113M +$9.44M +9% 47
SHF
7611
Safe Harbor Fiduciary
Florida
$113M 231
SI
7612
Severin Investments
Missouri
$113M +$742K +0.7% 198
B
7613
Bayban
Minnesota
$113M 613
CFG
7614
Cassilly Financial Group
Maryland
$113M 62
BCM
7615
BML Capital Management
Indiana
$113M +$4.28M +4% 25
WFP
7616
Worthington Financial Partners
Ohio
$113M 96
NFS
7617
NewCorp Financial Services
Georgia
$113M 49
KK
7618
Karl Kapital
California
$113M 18
PBCM
7619
Point Break Capital Management
Florida
$113M 16
RFS
7620
RM Financial Services
Maine
$113M 76
IASG
7621
Investment Advisory Services Group
Florida
$113M 31
ORAM
7622
One River Asset Management
Connecticut
$113M +$81.4M +260% 101
ACMC
7623
Anchor Capital Management Company
North Carolina
$113M -$3.53M -3% 8
FGC
7624
First Growth Capital
Maryland
$113M 121
OCA
7625
Odyssey Capital Advisors
Pennsylvania
$113M 92