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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
CFM
3501
Crawford Fund Management
Massachusetts
$419M -$158M -27% 1.75% 239 30.13%
WDG
3502
Wealth Dimensions Group
Ohio
$419M +$10.7M +3% 0.54% 57.1% 163 6.75%
RA
3503
RR Advisors
Texas
$419M +$29.6M +8% 12% 113% 31 32.26%
RCP
3504
Reverence Capital Partners
New York
$418M +$82.4M +25% 24.5% 5.38% 1 0%
CPG
3505
Cornerstone Planning Group
New Jersey
$418M +$10.9M +3% 1.67% 55.1% 1,713 27.32%
BWP
3506
Bernardo Wealth Planning
Pennsylvania
$418M -$9.8K -0% 2.74% 50.7% 117 10.26%
SIAP
3507
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$417M +$4.05M +1% 1.49% 97.5% 180 13.89%
SL
3508
Systelligence LLC
Minnesota
$416M +$11.2M +3% 0.66% 57.3% 51 25.49%
CAC
3509
Core Alternative Capital
Georgia
$416M -$62.4M -13% 0.58% 57.5% 365 6.85%
UAM
3510
UAS Asset Management
New York
$416M +$1M +0.2% 3.89% 102% 16 37.5%
BHBT
3511
Burke & Herbert Bank & Trust
Virginia
$416M -$6.1M -1% 0.01% 52.7% 235 6.38%
PA
3512
Parkside Advisors
California
$415M -$9.01M -2% 1.31% 36.7% 83 6.02%
HW
3513
Hamilton Wealth
California
$415M +$2.64M +0.6% 0.4% 101% 135 50.37%
GLAM
3514
Gardner Lewis Asset Management
Pennsylvania
$415M +$2.54M +0.6% 4.57% 247% 99 43.43%
MIP
3515
Marietta Investment Partners
Wisconsin
$415M -$39M -9% 0.89% 125% 167 12.57%
LT
3516
Legacy Trust
Michigan
$415M -$16M -4% 3.72% 95% 163 6.13%
GWM
3517
Gibbs Wealth Management
Georgia
$415M +$46.2M +13% 0.82% 321 15.58%
SMI
3518
Shelter Mutual Insurance
Missouri
$415M +$13.6M +3% 4.26% 46.6% 57 0%
CTWM
3519
Cherry Tree Wealth Management
Minnesota
$415M +$10.6M +3% 0.76% 28% 765 16.99%
BWP
3520
Balboa Wealth Partners
Arizona
$414M -$24.1M -5% 6.8% 158% 380 25.26%
NAMP
3521
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$414M -$22.4M -5% 4.37% 73.1% 146 2.74%
ONPI
3522
Owls Nest Partners IA
Pennsylvania
$414M -$36.9M -8% 7.19% 94.2% 17 17.65%
FIS
3523
FCPM III Services
Netherlands
$414M -$179M -30% 28.8% 8 12.5%
PFM
3524
Patton Fund Management
Texas
$413M -$97.4M -19% 1.61% 188% 91 32.97%
FFA
3525
Founders Financial Alliance
North Carolina
$413M +$48.9M +13% 1.61% 72.5% 657 18.72%