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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
OC
2476
ORIX Corp
Japan
$566M -$11.4M -2% 1.98% 11.7% 1 0%
GWM
2477
GDS Wealth Management
Texas
$566M +$42.2M +8% 3.89% 46.2% 123 15.45%
WA
2478
Wealth Architects
California
$565M +$36.2M +7% 5.97% 80.1% 191 7.33%
BIM
2479
Baldwin Investment Management
Pennsylvania
$564M +$10.5M +2% 3.52% 74.8% 208 10.58%
CFA
2480
Cahill Financial Advisors
Minnesota
$564M +$43.3M +8% 5.43% 45.2% 240 9.17%
CAC
2481
Certified Advisory Corp
Florida
$563M +$56.6M +11% 4.99% 58.2% 286 23.08%
CWG
2482
Cornerstone Wealth Group
North Carolina
$562M +$33.6M +6% 3.42% 96.5% 156 19.23%
CBT
2483
Central Bank & Trust
Kentucky
$562M +$32M +6% 10.8% 110% 456 32.89%
SPWG
2484
Syntegra Private Wealth Group
Missouri
$562M +$63M +13% 5.77% 52% 122 15.57%
ACM
2485
Advance Capital Management
Michigan
$562M -$194M -26% 3.5% 46.9% 115 15.65%
SLG
2486
Stanley-Laman Group
Pennsylvania
$562M +$36.9M +7% 7.06% 82.9% 265 32.83%
GIP
2487
Greatmark Investment Partners
Georgia
$561M +$14.1M +3% 5.31% 62% 129 8.53%
AC
2488
Avestar Capital
New York
$561M +$8.05M +1% 9.79% 83.6% 359 27.3%
FAM
2489
Flaharty Asset Management
Florida
$560M +$26M +5% 3.32% 33.4% 120 10%
LPAM
2490
Lodestar Private Asset Management
California
$560M +$38.8M +7% 6.88% 58.3% 197 7.11%
DCC
2491
Dow Chemical Company
Michigan
$560M +$149M +36% 3.95% 39% 7 42.86%
OA
2492
Oxbow Advisors
Texas
$559M +$28.7M +5% 4.61% 72.8% 226 19.03%
RIA
2493
Retirement Investment Advisors
Oklahoma
$559M +$404M +262% 6.17% 73 43.84%
BEAM
2494
Baker Ellis Asset Management
Washington
$559M +$42.5M +8% 5.57% 89.2% 221 11.76%
1SP
2495
140 Summer Partners
New York
$558M +$43.5M +8% 4.22% 134% 15 40%
TIP
2496
Torray Investment Partners
Maryland
$557M +$2.08M +0.4% 4.5% 75.2% 106 7.55%
BHWM
2497
Beaird Harris Wealth Management
Texas
$557M +$22.1M +4% 3.6% 41.3% 779 42.36%
IDA
2498
Intelligence Driven Advisers
California
$556M +$10.9M +2% 3.84% 43.8% 106 19.81%
CHC
2499
City Holding Co
West Virginia
$556M +$20.6M +4% 5.47% 81.3% 539 7.61%
CA
2500
Cornerstone Advisory
Maryland
$555M +$47.8M +9% 4.91% 43.8% 215 10.7%