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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
EFA
4926
Evernest Financial Advisors
Indiana
$197M 122
CWA
4927
Consilio Wealth Advisors
Washington
$197M +$25.1M +15% 60
CSC
4928
Caldwell Sutter Capital
California
$197M +$16.1M +9% 992
MPM
4929
Mountaineer Partners Management
New York
$197M +$40.7M +26% 15
PWP
4930
Precedent Wealth Partners
Texas
$197M 131
RH
4931
RFG Holdings
Texas
$197M +$19.6M +11% 28
KSWA
4932
Kathleen S. Wright Associates
Pennsylvania
$197M +$17.9M +10% 221
FFC
4933
First Financial Corp
Indiana
$197M +$26M +15% 402
CPW
4934
Crestmont Private Wealth
Texas
$197M +$33M +20% 50
GCP
4935
Garda Capital Partners
Minnesota
$197M +$39.1M +25% 290
RIM
4936
Reliant Investment Management
Tennessee
$196M +$24.8M +14% 65
W
4937
WorthPointe
California
$196M +$31.9M +19% 82
SWA
4938
ShankerValleau Wealth Advisors
Illinois
$196M +$18.4M +10% 23
TFA
4939
TPG Financial Advisors
Oregon
$196M +$2.86M +1% 63
CWM
4940
Capital Wealth Management
Rhode Island
$196M +$13.9M +8% 41
GC
4941
Greencape Capital
Australia
$196M +$11.6M +6% 3
SIC
4942
Sterling Investment Counsel
New York
$196M +$21.4M +12% 171
SL
4943
SIB LLC
New York
$196M +$27.1M +16% 18
IRAG
4944
Investment Research & Advisory Group
Georgia
$196M +$19.7M +11% 235
FMTCOCP
4945
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$196M +$43M +28% 456
CCP
4946
Carmel Capital Partners
California
$196M -$27M -12% 762
PWM
4947
Palumbo Wealth Management
New York
$196M +$13.9M +8% 135
ODA
4948
One Degree Advisors
California
$196M 54
SJIM
4949
St. Johns Investment Management
Florida
$196M +$20.3M +12% 202
GAAM
4950
Guinness Atkinson Asset Management
California
$195M +$15.7M +9% 105