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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
HWM
6926
Horizons Wealth Management
North Carolina
$147M +$6.53M +5% 4.42% 23% 182 8.24%
CWA
6927
CogentBlue Wealth Advisors
Tennessee
$147M +$16.2M +12% 8.34% 79 11.39%
BF
6928
Baring Financial
Washington
$147M +$12.8M +10% 7.47% 67 1.49%
MCM
6929
MidAtlantic Capital Management
Virginia
$147M +$5.58M +4% 6.39% 80 2.5%
CI
6930
Chartist Inc
California
$146M 4.66% 21
CCA
6931
Cravens & Co Advisors
Tennessee
$146M +$12.5M +9% 4.53% 63.3% 59 8.47%
LFA
6932
Laraway Financial Advisors
Minnesota
$146M +$14.6M +11% 9.28% 92.3% 127 3.94%
WOSD
6933
WFA of San Diego
California
$146M +$10.6M +8% 8.8% 436 6.65%
MPIA
6934
Milestones Private Investment Advisors
New York
$146M +$11.3M +8% 6.77% 122 2.46%
AV
6935
Alamea Verwaltungs
New Jersey
$146M +$13.5M +10% 12.5% 121 41.32%
CF
6936
Cyr Financial
Illinois
$146M +$16.9M +13% 5.43% 64 17.19%
AIM
6937
AHL Investment Management
Florida
$146M -$3.55M -2% 6.48% 57.7% 74 13.51%
LIC
6938
Laurus Investment Counsel
Canada
$146M -$6.88M -4% 3.09% 14.1% 47 10.64%
CFG
6939
Copley Financial Group
California
$146M +$11.3M +8% 7.97% 129 39.53%
GT
6940
GreatBanc Trust
Illinois
$146M 6.87% 76
AFM
6941
Aspetuck Financial Management
Connecticut
$146M +$13.3M +10% 11.7% 73 4.11%
WMRU
6942
William Marsh Rice University
Texas
$146M +$5.52M +4% 4.06% 4.44% 2 0%
TCM
6943
TABR Capital Management
California
$146M +$29.3M +25% 7.25% 61 44.26%
CFP
6944
Comprehensive Financial Planning
Pennsylvania
$146M +$18.9M +15% 9.5% 357 8.4%
AIP
6945
Alapocas Investment Partners
Massachusetts
$146M -$10M -6% 5.13% 50% 20 5%
SIP
6946
Stoneridge Investment Partners
Pennsylvania
$146M +$13M +10% 7.16% 44.2% 157 42.68%
FI
6947
FWG Investments
Kentucky
$146M +$14.2M +11% 6.73% 121 26.45%
MWVC
6948
Morgens Waterfall Vintiadis & Co
New York
$146M +$9.41M +7% 14.8% 594% 29 51.72%
FWM
6949
FMA Wealth Management
Massachusetts
$146M +$10.6M +8% 4.88% 43 9.3%
BA
6950
Brightwater Advisory
Florida
$146M +$6.57M +5% 6.85% 61 3.28%