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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
AFO
5676
Arrowroot Family Office
California
$127M -$5.2M -4% 3.69% 129 15.5%
HBT
5677
Heartland Bank & Trust
Illinois
$127M -$1.25M -1% 1.54% 95.5% 132 4.55%
WP
5678
Wealthspan Partners
Iowa
$127M -$164K -0.1% 3.37% 59.1% 83 16.87%
WMRU
5679
William Marsh Rice University
Texas
$127M -$20.3M -14% 4.86% 4.44% 6 33.33%
EWM
5680
Evergreen Wealth Management
Michigan
$127M -$1.13M -0.9% 1.79% 57% 56 7.14%
CIA
5681
Cascade Investment Advisors
Oregon
$126M -$7.52M -6% 2.98% 71.4% 117 16.24%
SWM
5682
Salvus Wealth Management
New Jersey
$126M -$3.73M -3% 3.48% 104% 109 11.93%
GAM
5683
GEM Asset Management
Michigan
$126M -$3.22M -2% 5.34% 54.7% 81 4.94%
KC
5684
Kades & Cheifetz
Pennsylvania
$126M -$4.13M -3% 3.49% 79 11.39%
WAC
5685
William Allan Corp
Colorado
$126M -$4.28M -3% 3.83% 50.4% 48 4.17%
GIM
5686
Greenwich Investment Management
Connecticut
$126M -$6.21M -5% 3.3% 49 22.45%
PFWA
5687
Paces Ferry Wealth Advisors
Georgia
$126M -$7.04M -5% 3.33% 69.3% 112 9.82%
RA
5688
Rise Advisors
New York
$126M -$3.21M -2% 3.07% 58.9% 704 11.36%
SWM
5689
SFG Wealth Management
Maryland
$126M +$6.55M +5% 2.02% 82.1% 109 27.52%
LAIC
5690
Lederer & Associates Investment Counsel
California
$126M -$6.67M -5% 3.83% 75.5% 90 10%
ICP
5691
Interchange Capital Partners
Pennsylvania
$126M -$5.23M -4% 3.19% 79.6% 168 23.21%
HKIMG
5692
Hutchens & Kramer Investment Management Group
Indiana
$126M +$657K +0.5% 0.23% 84.6% 129 18.6%
BIP
5693
Blue Investment Partners
California
$126M -$5.35M -4% 5.96% 33 27.27%
FC
5694
Financial Council
Maryland
$126M -$5.31M -4% 4.01% 63.8% 72 11.11%
PM
5695
Precept Management
Texas
$126M +$52M +70% 4.05% 110% 36 47.22%
BC
5696
Bowman & Company
Wisconsin
$126M -$6.42M -5% 2.75% 59.7% 89 5.62%
MA
5697
McBroom & Associates
Nevada
$126M -$1.17M -0.9% 3.38% 123% 38 7.89%
BWS
5698
BCR Wealth Strategies
Alabama
$126M -$3.78M -3% 3.35% 34.4% 19 0%
BWCS
5699
Beirne Wealth Consulting Services
Connecticut
$125M +$94 +0% 3.4% 75.4% 94 0%
PCMM
5700
Piedmont Capital Management (Montana)
Montana
$125M -$6.41M -5% 3.74% 76.1% 47 8.51%