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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
3226
Court Place Advisors
Maryland
$268M +$10.7M +4% 5.83% 92% 171 5.85%
BWA
3227
Burt Wealth Advisors
Maryland
$267M +$20.8M +8% 5.58% 57.3% 452 18.14%
RC
3228
RV Capital
Switzerland
$267M +$11.5M +5% 16.5% 278% 6 33.33%
AP
3229
Agilis Partners
Massachusetts
$267M +$96M +56% 4.03% 8.47% 28 25%
MFW
3230
Mosaic Family Wealth
Missouri
$267M +$24.9M +10% 8.37% 85.2% 153 15.03%
1WA
3231
180 Wealth Advisors
Washington
$267M +$15M +6% 8.14% 136% 289 17.99%
SCM
3232
Schnieders Capital Management
California
$267M +$15.6M +6% 8.45% 103% 167 8.38%
B
3233
Bridgeworth
Alabama
$267M +$10.8M +4% 7.1% 19.3% 131 12.21%
WFI
3234
West Family Investments
California
$266M -$147M -36% 12.3% 76.4% 112 37.5%
AL
3235
AIP LLC
New York
$266M +$60.5M +29% 29.3% 86.8% 1 0%
BWP
3236
BSW Wealth Partners
Colorado
$266M -$32M -11% 8.58% 75.4% 164 18.29%
RWML
3237
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$266M +$4.11M +2% 4% 35.8% 914 5.47%
TFS
3238
Thoroughbred Financial Services
Tennessee
$266M +$25.6M +11% 10.5% 121% 238 15.13%
EWA
3239
ERTS Wealth Advisors
Michigan
$266M +$18.2M +7% 4.7% 29.7% 79 11.39%
22CM
3240
20/20 Capital Management
California
$266M +$6.79M +3% 6.87% 161 17.39%
BT
3241
Brandywine Trust
Delaware
$266M -$25.8M -9% 0.23% 11.9% 33 12.12%
MWM
3242
Minot Wealth Management
Massachusetts
$265M +$65.2M +33% 10.2% 143 21.68%
NI
3243
NFC Investments
Tennessee
$265M +$6.64M +3% 10.7% 42 9.52%
IP
3244
Intellectus Partners
California
$265M +$6.66M +3% 14.2% 111% 245 28.16%
9WM
3245
9258 Wealth Management
Ohio
$265M +$17.9M +7% 10.5% 49.6% 308 11.36%
VU
3246
Vanderbilt University
Tennessee
$265M +$1.2M +0.5% 6.35% 61.8% 11 45.45%
CDIA
3247
Capital Directions Investment Advisors
Georgia
$264M +$15.6M +6% 7.12% 7.53% 222 17.12%
RA
3248
RR Advisors
Texas
$264M -$59.4M -18% 16.7% 113% 23 17.39%
NIF
3249
Nalanda India Fund
Mauritius
$264M +$37M +16% 16.3% 15.3% 1 0%
CIM
3250
CIM Investment Management
Pennsylvania
$263M +$15.2M +6% 7.61% 88.6% 290 24.14%