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
WMN
2626
Wealth Management Nebraska
Nebraska
$657M +$42.6M +7% 83
JPWM
2627
Jamison Private Wealth Management
Georgia
$656M -$21.2M -3% 207
DOA
2628
D'Orazio & Associates
Virginia
$656M -$22M -3% 262
BCA
2629
Bay Colony Advisors
Massachusetts
$656M -$19.2M -3% 495
KPF
2630
K2 Principal Fund
Ontario, Canada
$656M -$25.3M -4% 396
CCM
2631
CloudAlpha Capital Management
Hong Kong
$656M +$175M +36% 56
HCP
2632
Holt Capital Partners
Texas
$655M -$6.3M -1% 151
LF
2633
Lee Financial
Texas
$655M -$57.5M -8% 188
NA
2634
Nottingham Advisors
New York
$654M -$134M -17% 141
TSS
2635
Two Sigma Securities
New York
$654M +$102M +19% 2,246
TWP
2636
Total Wealth Planning
Ohio
$654M +$11.6M +2% 94
TFM
2637
TFC Financial Management
Massachusetts
$653M +$20.9M +3% 1,068
CIG
2638
Consolidated Investment Group
Colorado
$653M -$61M -9% 70
CFO
2639
CVA Family Office
Colorado
$652M +$20.7M +3% 1,485
PA
2640
Planning Alternatives
Michigan
$652M +$1.77M +0.3% 78
PFC
2641
Phocas Financial Corp
California
$652M -$96.5M -13% 168
ACM
2642
Atika Capital Management
New York
$651M -$121M -16% 98
PL
2643
Pandi LLC
Kansas
$651M -$18.2M -3% 4
Legacy Financial Group (Iowa)
2644
Legacy Financial Group (Iowa)
Iowa
$650M +$32.5M +5% 117
SLG
2645
Stanley-Laman Group
Pennsylvania
$650M -$62.2M -9% 319
AIP
2646
AE Industrial Partners
Florida
$650M -$384M -37% 5
LIA
2647
LS Investment Advisors
Michigan
$650M -$32.2M -5% 135
GFG
2648
GR Financial Group
Arizona
$649M +$57.4M +10% 27
JGUA
2649
John G. Ullman & Associates
New York
$648M -$31.3M -5% 180
HAIM
2650
Hunter Associates Investment Management
Pennsylvania
$648M -$8.69M -1% 268