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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
IIC
3676
Integrated Investment Consultants
Michigan
$252M -$24.9M -9% 5.09% 59.1% 259 17.37%
ESB
3677
Essex Savings Bank
Connecticut
$252M -$10M -4% 3.53% 84.5% 225 14.22%
CA
3678
Claro Advisors
Massachusetts
$252M $0 0% 5.49% 72% 280 1.43%
OPA
3679
Old Port Advisors
Maine
$251M -$7.07M -3% 6.69% 106% 225 7.56%
AMG
3680
Advisors Management Group
Wisconsin
$251M -$33.9M -12% 8.74% 68.9% 148 10.14%
CWM
3681
Centric Wealth Management
Illinois
$251M -$21.2M -8% 5.89% 36.2% 144 31.94%
SWRP
3682
Summit Wealth & Retirement Planning
California
$251M -$9.27M -4% 4.35% 67.6% 118 14.41%
PC
3683
Packer & Co
Australia
$251M +$15.8M +7% 2.96% 3 33.33%
CA
3684
Cumberland Advisors
Florida
$251M -$49.9M -17% 5.44% 73.5% 57 8.77%
VEA
3685
Virtus ETF Advisers
New York
$251M -$19M -7% 2.98% 122% 477 17.61%
MWM
3686
MinichMacGregor Wealth Management
New York
$251M +$7.74M +3% 3.84% 119% 85 18.82%
MM
3687
Meridian Management
Arkansas
$251M -$7.86M -3% 4.79% 47.4% 76 13.16%
IC
3688
Intel Corp
California
$250M +$902K +0.4% 15.2% 55.6% 6 16.67%
QFA
3689
Quattro Financial Advisors
Texas
$250M -$43.8M -15% 5.47% 61.8% 92 13.04%
HNW
3690
High Note Wealth
Minnesota
$250M -$6.02M -2% 4.43% 73% 102 11.76%
ECM
3691
Elgethun Capital Management
South Dakota
$250M -$7.66M -3% 4.31% 61.5% 126 11.9%
OWM
3692
Opes Wealth Management
California
$250M +$262K +0.1% 4.99% 54.1% 99 13.13%
MA
3693
MONECO Advisors
Connecticut
$250M -$7.73M -3% 4.41% 58.4% 260 9.62%
A
3694
Accenture
Ireland
$250M -$63.2M -20% 20.2% 1 0%
FNB
3695
Farmers National Bank
Kentucky
$249M -$13.7M -5% 6.04% 150 4%
AP
3696
Arlington Partners
Alabama
$249M -$52M -17% 6.6% 43.7% 473 23.04%
BWA
3697
Burt Wealth Advisors
Maryland
$249M -$38.6M -13% 5.51% 57.3% 98 19.39%
ONPI
3698
Owls Nest Partners IA
Pennsylvania
$249M +$50.5M +25% 18.3% 94.2% 17 23.53%
AWM
3699
Aprio Wealth Management
Georgia
$249M -$2.19M -0.9% 5.87% 60.6% 126 34.92%
SRC
3700
Sage Rhino Capital
California
$249M -$12.7M -5% 4.49% 71.6% 205 8.78%