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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
CWA
3776
Cornerstone Wealth Advisors
Minnesota
$258M +$4.62M +2% 4.31% 42.6% 44 4.55%
AC
3777
AlphaCore Capital
California
$258M +$37.8M +17% 9.22% 68.3% 186 19.89%
AIC
3778
Archer Investment Corporation
Indiana
$258M +$20.4M +9% 8.54% 55% 880 9.43%
RWA
3779
Redhawk Wealth Advisors
Minnesota
$258M +$21.5M +9% 9.22% 111% 208 38.94%
MFGM
3780
Marshall Financial Group (Maryland)
Maryland
$258M +$20.7M +9% 6.97% 63.5% 203 30.05%
HNWAG
3781
High Net Worth Advisory Group
Florida
$257M +$23.3M +10% 9.5% 67.7% 717 16.88%
CIAS
3782
CBIZ Investment Advisory Services
Ohio
$257M +$157M +158% 3.39% 39.3% 33 48.48%
CWM
3783
Chemistry Wealth Management
New York
$257M +$3.51M +1% 7.61% 72% 145 15.17%
CWAG
3784
Compton Wealth Advisory Group
Virginia
$257M +$21.4M +9% 8.12% 67.6% 94 4.26%
DDSF
3785
Diana Davis Spencer Foundation
Maryland
$256M +$3.16M +1% 1.25% 1.41% 3 0%
VPP
3786
Vertex Planning Partners
Illinois
$256M 7.43% 42.5% 140
IWM
3787
Integris Wealth Management
California
$256M 8.58% 56.1% 78
WPC
3788
White Pine Capital
Minnesota
$256M +$16M +7% 9.31% 100% 210 10.95%
BCC
3789
Bain Capital Credit
Massachusetts
$256M -$31.2M -11% 2.02% 14.7% 10 40%
MCM
3790
Morton Capital Management
California
$256M +$36.5M +17% 9.03% 65.8% 90 16.67%
BCCM
3791
Bridge Creek Capital Management
Massachusetts
$256M +$23.7M +10% 10.5% 76.5% 102 5.88%
KIC
3792
Keating Investment Counselors
Florida
$255M +$32.2M +14% 15.9% 43.7% 80 28.75%
AAA
3793
Affinity Asset Advisors
New York
$255M -$103M -29% 59.9% 1,280% 89 58.43%
FFAM
3794
Forge First Asset Management
Canada
$255M 12.3% 112% 35
SDWIA
3795
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$255M +$29.3M +13% 11.2% 67.8% 137 18.25%
HCM
3796
Hillman Capital Management
Maryland
$255M +$13.6M +6% 12.3% 20.3% 53 11.32%
WKWM
3797
Walter & Keenan Wealth Management
Indiana
$255M +$18.7M +8% 9.18% 79.9% 150 10%
D
3798
Diversified
Delaware
$254M +$55.9M +28% 8.91% 34.4% 162 28.4%
HIP
3799
Harrell Investment Partners
Texas
$254M +$15.1M +6% 9.85% 105% 99 14.14%
WWP
3800
Waypoint Wealth Partners
California
$254M +$17.2M +7% 9.63% 52.1% 72 26.39%