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
OIA
2501
Optimum Investment Advisors
Illinois
$291M -$70.9M -20% 1,083
FBC
2502
Fairfield, Bush & Co
Connecticut
$291M -$65.6M -18% 164
BWA
2503
BDO Wealth Advisors
Florida
$291M -$18.8M -6% 667
FPFS
2504
First Personal Financial Services
North Carolina
$290M -$26.7M -8% 719
CAM
2505
Cozad Asset Management
Illinois
$290M -$52.2M -15% 255
MBT
2506
Montecito Bank & Trust
California
$289M -$45.6M -14% 209
CDIA
2507
Capital Directions Investment Advisors
Georgia
$289M -$40.5M -12% 182
QFA
2508
Quattro Financial Advisors
Texas
$289M +$13.9M +5% 98
RCIM
2509
Red Cedar Investment Management
Michigan
$289M -$49.5M -15% 27
SFG
2510
StrategIQ Financial Group
Indiana
$289M -$26.9M -9% 191
AI
2511
ArchPoint Investors
Florida
$288M -$79.6M -22% 149
LHC
2512
Lodge Hill Capital
New York
$288M -$114M -28% 37
TAS
2513
TIFF Advisory Services
Pennsylvania
$288M +$102M +55% 11
DWM
2514
Dorchester Wealth Management
Quebec, Canada
$287M -$34.7M -11% 130
PMFA
2515
Plante Moran Financial Advisors
Michigan
$287M -$19.7M -6% 1,011
BS
2516
Boenning & Scattergood
Pennsylvania
$287M -$28.1M -9% 291
AWE
2517
Avidian Wealth Enterprises
Texas
$286M -$33.2M -10% 127
MAM
2518
Mark Asset Management
New York
$286M -$50.2M -15% 57
SMG
2519
Spectrum Management Group
Indiana
$286M -$30.1M -10% 250
LIM
2520
Lathrop Investment Management
Arkansas
$286M -$101M -26% 77
BCM
2521
Buckhead Capital Management
Georgia
$285M -$40.7M -12% 95
CWM
2522
Cranbrook Wealth Management
Michigan
$285M +$49K +0% 272
ACP
2523
Aviance Capital Partners
Florida
$285M -$130M -31% 221
GKWIM
2524
Gerber Kawasaki Wealth & Investment Management
California
$284M -$83.1M -23% 129
AA
2525
Apriem Advisors
California
$284M -$172M -38% 170