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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
COA
5376
Crown Oak Advisors
California
$198M +$3.65M +2% 26
IVMX
5377
Institutional Venture Management XV
California
$198M -$23.2M -10% 4
IAMOG
5378
Investors Asset Management of Georgia
Georgia
$198M -$7.43M -4% 166
AF
5379
Abound Financial
California
$198M +$292K +0.1% 270
BA
5380
Baugh & Associates
Georgia
$198M +$4.72M +2% 41
MAM
5381
Monaco Asset Management
Monaco
$198M -$27.2M -12% 99
AAMC
5382
Asset Allocation & Management Company
Illinois
$198M +$14.6M +8% 93
CB
5383
CNB Bank
Pennsylvania
$198M -$17.7M -8% 519
FA
5384
Financial Avengers
California
$197M -$14.6M -7% 164
GSF
5385
Grove Street Fiduciary
New Hampshire
$197M +$6.8M +4% 74
CIS
5386
Custom Index Systems
New York
$197M +$11M +6% 363
FL
5387
FreeGulliver LLC
Louisiana
$197M +$5.61M +3% 95
AFO
5388
Aurelius Family Office
New Hampshire
$197M -$1.1M -0.6% 46
BCA
5389
Ballentine Capital Advisors
South Carolina
$197M +$4.05M +2% 29
MFP
5390
Meridian Financial Partners
Virginia
$197M +$7.67M +4% 109
JFG
5391
JDM Financial Group
Texas
$197M +$4.64M +2% 368
MS
5392
Marshall & Sullivan
Washington
$197M -$7.58M -4% 43
I2I
5393
Insight 2811 Inc
Illinois
$197M +$2.97M +2% 91
EHWM
5394
Eads & Heald Wealth Management
Georgia
$197M -$6.39M -3% 141
NERM
5395
New England Research & Management
Illinois
$197M +$354K +0.2% 169
DWM
5396
Dopkins Wealth Management
New York
$197M +$361K +0.2% 89
APSI
5397
Asset Planning Services Inc
Louisiana
$197M -$8.4M -4% 35
BFS
5398
Burrus Financial Services
Utah
$197M +$2.06M +1% 10
NECFA
5399
New England Capital Financial Advisors
Connecticut
$197M -$8.26M -4% 422
RWMG
5400
Redwood Wealth Management Group
New Jersey
$197M -$8.5M -4% 171