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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
CWM
4026
Compass Wealth Management
Connecticut
$401M -$46.9M -10% 153
CFO
4027
Colony Family Offices
North Carolina
$401M +$14.3M +4% 68
NF
4028
Napier Financial
Massachusetts
$400M 53
AC
4029
Addison Capital
Pennsylvania
$400M +$62M +18% 156
OC
4030
Opal Capital
Florida
$400M 187
BA
4031
Birinyi Associates
Connecticut
$400M +$8.25M +2% 60
SIA
4032
Sovereign Investment Advisors
Arizona
$400M +$33.2M +9% 40
DA
4033
Doliver Advisors
Texas
$400M +$13.1M +3% 182
MWM
4034
MorganRosel Wealth Management
Colorado
$400M +$13.6M +4% 119
DR
4035
Davis Rea
Ontario, Canada
$399M -$12.5M -3% 60
RPA
4036
Rock Point Advisors
Vermont
$399M +$22.1M +6% 124
MA
4037
MSA Advisors
California
$399M -$781K -0.2% 33
KFS
4038
Kelly Financial Services
Massachusetts
$399M +$12.8M +3% 128
RH
4039
RFG Holdings
Texas
$399M +$11.3M +3% 65
SSI
4040
Scott & Selber Inc
Texas
$399M +$6.15M +2% 100
GOCP
4041
Great Oak Capital Partners
Massachusetts
$399M +$17.9M +5% 50
NFG
4042
Northeast Financial Group
Pennsylvania
$399M -$3M -0.7% 86
GF
4043
Gray Foundation
New York
$399M +$47.2M +13% 11
HCM
4044
Hudson Capital Management
New Jersey
$399M +$21.8M +6% 72
MAG
4045
Mokosak Advisory Group
Iowa
$398M +$16.2M +4% 41
LHC
4046
Little House Capital
Massachusetts
$398M -$36.6M -8% 124
THL
4047
Tillman Hartley LLC
Colorado
$398M +$12.1M +3% 97
PA
4048
PSI Advisors
Florida
$398M +$9.94M +3% 148
NCM
4049
New Capital Management
Texas
$398M +$16.4M +4% 56
PPL
4050
Planning Project LLC
Texas
$398M 144