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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
CANC
2801
Culbertson A N & Co
Virginia
$771M +$42M +6% 1.41% 80.7% 144 18.75%
CWP
2802
Concord Wealth Partners
Virginia
$770M +$756K +0.1% 0.22% 66% 849 76.09%
WI
2803
Wahed Invest
New York
$770M +$11.4M +2% 0.43% 140% 232 11.21%
CFS
2804
CRA Financial Services
New Jersey
$770M +$5.94M +0.8% 2.02% 78.9% 305 7.21%
SC
2805
Slow Capital
California
$770M -$67.4M -8% 4.31% 124% 118 16.1%
RWP
2806
Revolve Wealth Partners
New Jersey
$770M -$80.8M -10% 0.99% 60.3% 243 11.52%
AIA
2807
Arbor Investment Advisors
North Carolina
$768M +$8.32M +1% 0.19% 44.3% 120 12.5%
PPWP
2808
Premier Path Wealth Partners
New Jersey
$767M -$7.01M -0.9% 1.32% 418 10.53%
FA
2809
Fiducient Advisors
Illinois
$765M -$41.8M -5% 1.38% 52.3% 175 23.43%
CA
2810
Capital Advantage
California
$765M +$23.7M +3% 0.43% 44.4% 152 6.58%
CCIP
2811
Camrose Capital Investment Partners
United Kingdom
$764M +$160M +27% 5.09% 10 0%
FCA
2812
Fortis Capital Advisors
Kansas
$763M +$86M +13% 0.85% 127% 428 40.65%
SC
2813
Skylands Capital
Wisconsin
$763M +$25.9M +4% 1.79% 64.3% 168 18.45%
PMWMG
2814
Parr McKnight Wealth Management Group
Minnesota
$763M +$263K +0% 0.24% 252 26.19%
TI
2815
Think Investments
California
$762M -$135M -15% 6.8% 285% 40 57.5%
FTF
2816
Freedom Together Foundation
New York
$762M -$26.4M -3% 3.3% 2 0%
GWM
2817
Gibbs Wealth Management
Georgia
$762M +$349M +84% 0.96% 456 33.99%
BCM
2818
Boxer Capital Management
California
$762M +$305M +67% 54% 56 23.21%
CFS
2819
Cannon Financial Strategists
Georgia
$761M +$41.5M +6% 0.64% 52.4% 111 11.71%
OM
2820
Opaleye Management
Massachusetts
$759M +$1.33M +0.2% 15.6% 748% 63 28.57%
SIG
2821
Sargent Investment Group
Maryland
$759M -$38M -5% 2.75% 113% 279 9.68%
WCFA
2822
Walkner Condon Financial Advisors
Wisconsin
$759M +$38.7M +5% 0.32% 56.8% 337 13.06%
TC
2823
Torno Capital
Massachusetts
$759M -$227M -23% 8.57% 117 82.05%
CIG
2824
Cullen Investment Group
Louisiana
$758M -$13.8M -2% 1.9% 182 4.95%
IAS
2825
Integrity Advisory Solutions
Texas
$757M +$62.8M +9% 0.49% 314 21.97%