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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
FA
2976
Fermata Advisors
California
$536M +$43M +9% 290
BCM
2977
Bourgeon Capital Management
Connecticut
$536M +$15.7M +3% 130
CAM
2978
Clark Asset Management
New Hampshire
$535M +$69.7M +15% 147
WCP
2979
Waterfront Capital Partners
New York
$535M -$8.92M -2% 49
BIA
2980
Bell Investment Advisors
California
$535M -$10M -2% 1,975
KWM
2981
KFG Wealth Management
Indiana
$535M +$75M +16% 190
CBB
2982
Citizens Business Bank
California
$535M +$39.4M +8% 113
MPW
2983
MA Private Wealth
California
$535M -$64.9K -0% 74
PGAM
2984
Princeton Global Asset Management
New Jersey
$535M +$20.6M +4% 702
GWI
2985
Grace & White Inc
New York
$535M -$19.1M -3% 141
CI
2986
CacheTech Inc
Utah
$533M +$67.3M +14% 133
CIG
2987
Capricorn Investment Group
California
$533M +$126M +31% 8
CFP
2988
Catalyst Financial Partners
Massachusetts
$532M +$20.7M +4% 283
TLA
2989
Tree Line Advisors
Hong Kong
$532M +$101M +24% 9
IDA
2990
Intelligence Driven Advisers
California
$532M -$168M -24% 121
SDWMA
2991
Schneider Downs Wealth Management Advisors
Pennsylvania
$532M +$43.1M +9% 146
ACA
2992
Affinity Capital Advisors
California
$532M +$15.3M +3% 157
HWM
2993
Hohimer Wealth Management
Washington
$531M +$66.4M +14% 264
AG
2994
Advocate Group
Minnesota
$531M -$20.5M -4% 120
LKIM
2995
Lawson Kroeker Investment Management
Nebraska
$531M -$17.8M -3% 91
MCM
2996
Morton Capital Management
California
$530M +$22M +4% 116
HCM
2997
Hutchinson Capital Management
California
$530M +$2.08M +0.4% 94
EWA
2998
ERTS Wealth Advisors
Michigan
$530M -$4.2M -0.8% 90
HL
2999
HeadInvest LLC
Maine
$530M -$10.5M -2% 250
AC
3000
Asio Capital
Kentucky
$529M +$2.6M +0.5% 111