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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
KWS
4001
Keystone Wealth Services
California
$244M +$15.2M +7% 200
CWM
4002
Cedar Wealth Management
California
$244M +$41.8M +21% 318
CAMV
4003
Concord Asset Management (Virginia)
Virginia
$244M +$96.1M +65% 117
NC
4004
NovaPoint Capital
Georgia
$244M +$15.3M +7% 132
KWM
4005
Kaydan Wealth Management
Michigan
$244M -$6.14M -2% 89
AWM
4006
Aries Wealth Management
Maine
$244M +$11.9M +5% 200
RCP
4007
Rothschild Capital Partners
New York
$244M +$7.55M +3% 32
LWA
4008
LWS Wealth Advisors
New Jersey
$244M +$5.19M +2% 61
BAM
4009
Baldrige Asset Management
Pennsylvania
$244M +$19.1M +8% 471
QFA
4010
Quattro Financial Advisors
Texas
$244M -$6.7M -3% 90
CA
4011
Cumberland Advisors
Florida
$244M +$12.9M +6% 64
BI
4012
Ballast Inc
Kentucky
$244M +$15M +7% 112
SCP
4013
Searchlight Capital Partners
New York
$244M -$46.9M -16% 5
IP
4014
Ignite Planners
California
$243M +$4.42M +2% 266
TM
4015
Tikvah Management
North Carolina
$243M +$33.9M +16% 23
BP
4016
Bandera Partners
New York
$243M +$31.8M +15% 17
MAM
4017
McLean Asset Management
Virginia
$243M -$50.6M -17% 140
SIM
4018
Sentry Investment Management
Wisconsin
$243M +$16.4M +7% 505
PBPIA
4019
Pivotal bioVenture Partners Investment Advisor
California
$243M +$12.9M +6% 11
IMA
4020
Investment Management Associates
Colorado
$243M +$3.74M +2% 44
HNW
4021
High Note Wealth
Minnesota
$243M +$3.8M +2% 99
HCA
4022
Horan Capital Advisors
Ohio
$243M +$14.7M +6% 102
CFO
4023
Collective Family Office
Pennsylvania
$243M +$20M +9% 185
VM
4024
Venator Management
Pennsylvania
$242M +$22.6M +10% 33
WA
4025
WP Advisors
California
$242M +$18.8M +8% 105