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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
EPP
4126
ETF Portfolio Partners
Kansas
$226M +$8.3M +4% 3.7% 44.3% 52 11.54%
SIA
4127
SkyView Investment Advisors
New Jersey
$226M +$13.7M +6% 6.58% 62.6% 332 22.29%
G
4128
Gainplan
Michigan
$226M +$35.2M +18% 4.52% 93.3% 79 48.1%
CI
4129
CAZ Investments
Texas
$226M -$11.9M -5% 11.3% 341% 49 24.49%
CAG
4130
Curtis Advisory Group
California
$226M +$20.2M +10% 3.89% 67.6% 78 10.26%
WPWM
4131
Windward Private Wealth Management
Kansas
$225M +$11.3M +5% 3.33% 28.8% 45 4.44%
CCA
4132
Cadent Capital Advisors
Oklahoma
$225M +$22.1M +11% 9.93% 106% 142 21.13%
BCM
4133
Boltwood Capital Management
California
$225M +$19.3M +9% 6.17% 56.3% 150 6%
KFO
4134
Kopp Family Office
Minnesota
$225M -$20.5M -8% 12.2% 34% 13 7.69%
MPA
4135
Marvin & Palmer Associates
Delaware
$225M -$25.7M -10% 17.8% 274% 39 58.97%
CHJWM
4136
Carlton Hofferkamp & Jenks Wealth Management
Texas
$225M +$21.5M +11% 6.98% 58.2% 130 12.31%
SM
4137
Soapstone Management
Maryland
$225M -$7.55M -3% 19.6% 51.5% 21 14.29%
UWPG
4138
Ullmann Wealth Partners Group
Florida
$225M +$24.7M +12% 6.8% 51.5% 85 17.65%
AF
4139
Affiance Financial
Minnesota
$224M +$32.4M +17% 4.88% 50.1% 155 14.84%
MWP
4140
MYCIO Wealth Partners
Pennsylvania
$224M +$40.5M +22% 3.01% 60.3% 44 18.18%
SC
4141
Searle & Co
Connecticut
$224M +$16.2M +8% 7.09% 93.8% 145 6.21%
AP
4142
AtonRa Partners
Switzerland
$224M +$20.4M +10% 7.93% 48.3% 140 46.43%
ACG
4143
Aventail Capital Group
New York
$224M +$32M +17% 16.9% 147% 87 71.26%
JPLA
4144
Joseph P. Lucia & Associates
New York
$224M +$80.9M +56% 2.61% 58.2% 636 25%
KDAM
4145
KLS Diversified Asset Management
New York
$224M +$41.4M +23% 1.48% 156% 28 96.43%
PA
4146
Procyon Advisors
Connecticut
$224M +$19.1M +9% 5.12% 84.2% 258 15.5%
MC
4147
Miramar Capital
Illinois
$224M -$450K -0.2% 6.93% 47.3% 72 36.11%
ETI
4148
Enterprise Trust & Investment
California
$224M +$11.7M +5% 7.78% 58.6% 187 5.88%
AP
4149
Adero Partners
California
$224M +$107M +92% 4.83% 27.7% 119 35.29%
ISSM
4150
Invesco Senior Secured Management
New York
$223M +$52.4M +31% 17.6% 18.1% 16 0%