We are live on ! Find out more

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
CFO
4576
CVA Family Office
Colorado
$122M +$23.1M +23% 17.3% 71.6% 338 14.79%
IFG
4577
Investors Financial Group
Minnesota
$122M +$22.5M +23% 18.7% 158 27.22%
PWC
4578
PYA Waltman Capital
Tennessee
$121M +$27M +29% 16.6% 62.4% 37 13.51%
PBF
4579
Petix & Botte Financial
California
$121M +$18.7M +18% 15% 47.5% 84 19.05%
RWG
4580
Regal Wealth Group
California
$121M +$19M +19% 19.7% 17% 220 17.27%
AFG
4581
Affinia Financial Group
Massachusetts
$121M +$13.4M +12% 15.6% 37.5% 20 20%
OFG
4582
OmniStar Financial Group
North Carolina
$121M +$19.4M +19% 17% 67.1% 335 70.15%
EIA
4583
Eastover Investment Advisors
North Carolina
$121M +$17.9M +17% 17.9% 102% 50 14%
HA
4584
Harborview Advisors
Maine
$121M +$20.5M +20% 16.6% 27.1% 90 10%
KMWM
4585
Keudell/Morrison Wealth Management
Oregon
$121M +$18.7M +18% 18.7% 152 17.76%
CGI
4586
Calixto Global Investors
Florida
$121M +$23.3M +24% 46.4% 180% 19 52.63%
RI
4587
Ridgewood Investments
New Jersey
$121M +$22.2M +23% 16.6% 185 24.32%
KWA
4588
KCS Wealth Advisory
California
$121M +$22.5M +23% 19.9% 45.3% 154 18.18%
RCA
4589
Rex Capital Advisors
Rhode Island
$121M +$12.2M +11% 22.4% 7.31% 15 20%
CCM
4590
Cribstone Capital Management
Maine
$121M +$26.3M +28% 17.4% 22.4% 416 27.4%
HS
4591
HighVista Strategies
Massachusetts
$121M +$12.8M +12% 24.9% 622% 125 68%
HA
4592
HC Advisors
Georgia
$121M +$97.8M +426% 16.7% 63.5% 103 95.15%
SWM
4593
Selective Wealth Management
Virginia
$121M +$56.8M +89% 24.8% 62.6% 438 26.48%
C1AG
4594
Client 1st Advisory Group
Florida
$121M +$25.9M +27% 14.2% 57.4% 71 47.89%
SFP
4595
Strategic Financial Partners
Oregon
$121M +$26.6M +28% 13.6% 54.8% 68 23.53%
BGC
4596
Birch Grove Capital
New York
$121M +$50.7M +73% 5.21% 2.66% 45 68.89%
IVM
4597
InterWest Venture Management
California
$121M +$25.9M +27% 61.5% 57.6% 12 8.33%
FFG
4598
Fullen Financial Group
Ohio
$121M 13.6% 28.4% 51
VIA
4599
Vantis Investment Advisers
Florida
$121M +$96.8M +408% 21.5% 39.6% 19 94.74%
3F
4600
360 Financial
Minnesota
$121M +$25.2M +26% 21.2% 82.5% 70 25.71%