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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
BAM
4276
Baldrige Asset Management
Pennsylvania
$115M -$6.61M -5% 13.5% 43.5% 90 30%
BU
4277
Brown University
Rhode Island
$115M -$69.1M -38% 30.6% 37.9% 14 85.71%
FA
4278
Financial Advantage
Maryland
$114M -$31.4M -22% 19.7% 24.3% 112 11.61%
LWM
4279
Liberty Wealth Management
California
$114M -$12.4M -10% 15.9% 64.2% 1,034 18.96%
ACH
4280
Axis Capital Holdings
$114M -$21.5M -16% 19.9% 67% 3 33.33%
CHA
4281
Carmichael Hill & Associates
Maryland
$114M -$26.6M -19% 18.2% 39.7% 740 10.41%
GHP
4282
Great Hill Partners
Massachusetts
$114M -$73.7M -39% 54.3% 24% 2 50%
WU
4283
Wealthsimple US
New York
$114M -$11.9M -9% 8.73% 37 37.84%
SWMG
4284
Signature Wealth Management Group
Georgia
$114M -$44.6M -28% 18.2% 87 29.89%
SFG
4285
Sowa Financial Group
Rhode Island
$114M -$9.17M -7% 13.2% 77.7% 396 16.41%
MI
4286
Moneywise Inc
Virginia
$114M -$19.3M -15% 20.1% 58% 47 29.79%
LPWM
4287
Lake Point Wealth Management
Texas
$114M -$187M -62% 9.81% 721 44.8%
PL
4288
Protective Life
Alabama
$113M -$119K -0.1% 5.89% 38.4% 14 0%
MCO
4289
MAK Capital One
New York
$113M -$192M -63% 46.3% 200% 11 63.64%
RBFC
4290
Roman Butler Fullerton & Co
Missouri
$113M -$38.2M -25% 14.2% 121% 172 29.07%
CRCM
4291
Crystal Rock Capital Management
Illinois
$113M -$39.9M -26% 13.8% 172% 38 34.21%
IFA
4292
Interactive Financial Advisors
Illinois
$113M -$109M -49% 12.4% 47.6% 144 26.39%
SFA
4293
Souders Financial Advisors
Ohio
$113M 15% 54.9% 93
BA
4294
Bennicas & Associates
California
$113M -$25.1M -18% 11.9% 40.3% 85 8.24%
MMHP
4295
Murphy Middleton Hinkle & Parker
Georgia
$113M -$37.1M -25% 19.8% 61.7% 132 11.36%
GWM
4296
Graybill Wealth Management
Illinois
$113M -$47.3M -30% 23.9% 59 18.64%
PC
4297
PA Capital
Virginia
$113M +$2K +0% 24.1% 196 50%
HFS
4298
Howard Financial Services
Texas
$113M -$49.6M -31% 22.5% 50.2% 136 33.82%
MSWM
4299
Mader & Shannon Wealth Management
Missouri
$113M -$11.1M -9% 1.69% 53.1% 23 43.48%
EI
4300
EDMP Inc
Florida
$113M -$4.29M -4% 24.8% 71.6% 69 40.58%