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
AWM
2501
Avitas Wealth Management
California
$723M +$11.5M +2% 204
DA
2502
Dillon & Associates
Michigan
$721M +$10.4M +1% 82
CM
2503
Columbus Macro
Pennsylvania
$721M +$446M +162% 220
GBT
2504
Grove Bank & Trust
Florida
$720M +$43.5M +6% 869
GGI
2505
Galaxy Group Investments
New York
$720M 15
BFC
2506
Bedel Financial Consulting
Indiana
$719M +$10.7M +2% 274
CC
2507
Crosslink Capital
California
$719M -$25.7M -3% 22
OHIS
2508
Oak Harvest Investment Services
Texas
$717M +$22M +3% 168
JCM
2509
Jag Capital Management
Missouri
$716M -$111M -13% 140
SFA
2510
Souders Financial Advisors
Ohio
$716M -$1.75M -0.2% 184
IWA
2511
Inspirion Wealth Advisors
Illinois
$716M +$765K +0.1% 161
SC
2512
Skylands Capital
Wisconsin
$716M -$21.3M -3% 165
CAS
2513
Coppell Advisory Solutions
Texas
$716M +$35.9M +5% 2,114
GP
2514
Greenline Partners
New York
$714M +$15.7M +2% 242
CIG
2515
Consolidated Investment Group
Colorado
$713M +$40.1M +6% 66
MIA
2516
MainStreet Investment Advisors
Illinois
$713M -$39.2M -5% 166
TIM
2517
Total Investment Management
Arizona
$713M -$180M -20% 82
LF
2518
Lee Financial
Texas
$712M +$8.01M +1% 189
SLG
2519
Stanley-Laman Group
Pennsylvania
$712M -$408K -0.1% 309
QI
2520
Qtron Investments
Massachusetts
$712M -$19.8M -3% 437
MFG
2521
MidWestOne Financial Group
Iowa
$712M -$12.5M -2% 300
SHJ
2522
Sharkey, Howes & Javer
Colorado
$712M +$9.75M +1% 155
TW
2523
TrinityPoint Wealth
Connecticut
$712M +$16.1M +2% 355
WF
2524
WoodTrust Financial
Wisconsin
$711M +$7.39M +1% 194
AIA
2525
Arbor Investment Advisors
North Carolina
$710M -$45.5M -6% 125