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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
GA
3276
GFS Advisors
Texas
$470M -$150M -24% 5.8% 74.3% 203 46.31%
PPW
3277
Pasadena Private Wealth
California
$470M +$37.3M +9% 5.29% 44.9% 159 13.21%
WIM
3278
Westside Investment Management
California
$470M +$32.7M +7% 8.46% 114% 1,030 8.06%
WCA
3279
Waypoint Capital Advisors
Minnesota
$470M +$69.5M +17% 10% 50.3% 130 9.23%
NYLIC
3280
New York Life Insurance Company
New York
$470M +$71.9M +18% 5.42% 51.3% 4 0%
WCWM
3281
Wooster Corthell Wealth Management
Connecticut
$469M +$27M +6% 5.76% 39.1% 52 1.92%
ARG
3282
Advisory Resource Group
Oklahoma
$468M +$25.2M +6% 3.97% 66.5% 164 9.15%
GPWA
3283
Great Point Wealth Advisors
Massachusetts
$468M +$30.7M +7% 6.97% 61 11.48%
IA
3284
IFG Advisors
Missouri
$468M +$44.7M +11% 7.22% 71.6% 143 8.39%
CIM
3285
Contravisory Investment Management
Massachusetts
$468M +$16M +4% 8.82% 129% 408 31.13%
CFMC
3286
Curbstone Financial Management Corp
New Hampshire
$467M +$7.04M +2% 6.91% 63.3% 207 9.66%
BTWM
3287
Brass Tax Wealth Management
Ohio
$467M +$236M +102% 5.69% 200 29.5%
IAM
3288
Iridian Asset Management
Connecticut
$467M +$24M +5% 3.59% 82.5% 55 10.91%
GAM
3289
Gould Asset Management
California
$467M +$33.3M +8% 5.96% 37.6% 170 7.06%
NHT
3290
New Hampshire Trust
New Hampshire
$467M +$28.4M +6% 7.52% 75.9% 178 3.93%
MWM
3291
MinichMacGregor Wealth Management
New York
$467M +$56.9M +14% 8.58% 119% 122 19.67%
CFM
3292
Crawford Fund Management
Massachusetts
$466M +$70.1M +18% 9.42% 221 26.24%
BEW
3293
Burton Enright Welch
California
$466M +$32.4M +7% 5.91% 62.8% 100 15%
AWM
3294
Adams Wealth Management
Utah
$466M +$31.6M +7% 4.81% 75.6% 113 9.73%
CI
3295
CacheTech Inc
Utah
$466M +$31.6M +7% 4.81% 113 9.73%
PAM
3296
Pinpoint Asset Management
Hong Kong
$466M -$244M -34% 10.1% 185% 139 59.71%
RRWA
3297
Rainey & Randall Wealth Advisors
Florida
$466M +$41.7M +10% 6.5% 47.8% 50 10%
CAM
3298
Clark Asset Management
New Hampshire
$466M +$105M +29% 5.46% 45.5% 128 29.69%
IBOK
3299
Independence Bank of Kentucky
Kentucky
$465M +$87.9M +23% 6.53% 80.6% 609 15.27%
HWM
3300
Hohimer Wealth Management
Washington
$465M +$34M +8% 7.98% 85.5% 264 32.95%