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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
CPA
3051
Capital Performance Advisors
California
$607M +$97.1M +19% 365
BC
3052
Bricktown Capital
Michigan
$607M +$54.9M +10% 27
NWM
3053
Northwest Wealth Management
Iowa
$607M +$53.4M +10% 231
SFG
3054
SevenBridge Financial Group
Pennsylvania
$607M +$39.4M +7% 222
FMN
3055
Financial Management Network
California
$606M +$48.3M +9% 197
DAM
3056
Deltec Asset Management
New York
$606M +$45.5M +8% 240
SAM
3057
Secure Asset Management
Michigan
$606M +$67.8M +13% 335
PWW
3058
Pettyjohn Wood & White
Virginia
$606M +$45.9M +8% 205
KFS
3059
Kurt F. Somerville
$605M +$11.7M +2% 113
PJSIMP
3060
P.J. Schmidt Investment Management (PJS)
Wisconsin
$605M +$26.7M +5% 199
WFA
3061
West Financial Advisors
Iowa
$605M +$30.3M +5% 212
BA
3062
Bellwether Advisors
Nebraska
$605M +$19.4M +3% 607
CM
3063
Cornerstone Management
Georgia
$605M +$29.4M +5% 63
NPPM
3064
North Point Portfolio Managers
Ohio
$605M +$21.7M +4% 74
CIP
3065
Capital Insight Partners
Arizona
$604M +$28.6M +5% 168
BWP
3066
Burling Wealth Partners
Illinois
$604M +$62.3M +11% 185
CAM
3067
Creekmur Asset Management
Illinois
$603M +$37.2M +7% 900
TCOTS
3068
Trust Company of the South
North Carolina
$603M +$39.5M +7% 136
PGAM
3069
Princeton Global Asset Management
New Jersey
$602M +$51.4M +9% 794
VU
3070
Vanderbilt University
Tennessee
$602M +$72.4M +14% 88
NB
3071
Northwest Bancshares
Pennsylvania
$602M +$28.5M +5% 192
HGIM
3072
High Ground Investment Management
United Kingdom
$602M +$125M +26% 8
BTWM
3073
Brass Tax Wealth Management
Ohio
$602M +$82.3M +16% 252
AF
3074
Apollon Financial
South Carolina
$601M +$122M +26% 226
AOWM
3075
Alpha Omega Wealth Management
Virginia
$601M +$42.6M +8% 214