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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
FFA
3726
Farther Finance Advisors
California
$258M 2,201
PIM
3727
Progressive Investment Management
Oregon
$258M +$14.5M +6% 59
CWA
3728
Cornerstone Wealth Advisors
Minnesota
$258M +$4.62M +2% 45
AC
3729
AlphaCore Capital
California
$258M +$37.8M +17% 185
AIC
3730
Archer Investment Corporation
Indiana
$258M +$20.4M +9% 880
RWA
3731
Redhawk Wealth Advisors
Minnesota
$258M +$21.5M +9% 208
MFGM
3732
Marshall Financial Group (Maryland)
Maryland
$258M +$20.7M +9% 203
HNWAG
3733
High Net Worth Advisory Group
Florida
$257M +$23.3M +10% 718
RL
3734
RPO LLC
Connecticut
$257M -$126M -33% 279
CIAS
3735
CBIZ Investment Advisory Services
Ohio
$257M +$157M +158% 34
CWM
3736
Chemistry Wealth Management
New York
$257M +$3.51M +1% 145
CWAG
3737
Compton Wealth Advisory Group
Virginia
$257M +$21.4M +9% 94
DDSF
3738
Diana Davis Spencer Foundation
Maryland
$256M +$3.16M +1% 3
VPP
3739
Vertex Planning Partners
Illinois
$256M 140
IWM
3740
Integris Wealth Management
California
$256M 78
HIP
3741
HUB Investment Partners
Texas
$256M -$74.4M -22% 197
WPC
3742
White Pine Capital
Minnesota
$256M +$16M +7% 210
BCC
3743
Bain Capital Credit
Massachusetts
$256M -$31.2M -11% 10
MCM
3744
Morton Capital Management
California
$256M +$36.5M +17% 90
BCCM
3745
Bridge Creek Capital Management
Massachusetts
$256M +$23.7M +10% 102
KIC
3746
Keating Investment Counselors
Florida
$255M +$32.2M +14% 80
HCM
3747
Hillman Capital Management
Maryland
$255M +$13.6M +6% 53
WKWM
3748
Walter & Keenan Wealth Management
Indiana
$255M +$18.7M +8% 150
D
3749
Diversified
Delaware
$254M +$55.9M +28% 162
HIP
3750
Harrell Investment Partners
Texas
$254M +$15.1M +6% 99