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
TW
2651
TrinityPoint Wealth
Connecticut
$502M -$10.3M -2% 301
ACS
2652
Archford Capital Strategies
Illinois
$500M -$27.5M -5% 283
LFA
2653
Legacy Financial Advisors
Kentucky
$500M -$35.8M -7% 282
MFWP
2654
Mosaic Family Wealth Partners
Missouri
$499M -$9.66M -2% 187
CANC
2655
Culbertson A N & Co
Virginia
$498M -$19.2M -4% 116
SSA
2656
South Street Advisors
New York
$498M -$6.8M -1% 76
CICI
2657
Capital Investment Counsel Inc
North Carolina
$498M -$18.9M -4% 220
ZAM
2658
Zevin Asset Management
Massachusetts
$497M -$975K -0.2% 93
KFS
2659
Kurt F. Somerville
$497M -$27.5M -5% 105
ME
2660
McIlrath & Eck
Washington
$497M +$20.3M +4% 916
WI
2661
WBI Investments
New Jersey
$497M -$55.2M -10% 235
M
2662
Mirova
France
$497M -$71.5M -13% 163
VFM
2663
Viking Fund Management
North Dakota
$496M -$32.2M -6% 124
DLCIG
2664
D.L. Carlson Investment Group
New Hampshire
$496M -$27.6M -5% 144
DWP
2665
Destiny Wealth Partners
Florida
$495M -$27M -5% 176
DWM
2666
Dorchester Wealth Management
Quebec, Canada
$495M +$2.56M +0.5% 161
VI
2667
Versor Investments
New York
$494M -$83.1M -14% 879
TSC
2668
Two Seas Capital
New York
$494M +$36.6M +8% 16
BFC
2669
Bedel Financial Consulting
Indiana
$494M +$15.3M +3% 244
OWA
2670
Octavia Wealth Advisors
Ohio
$494M +$979K +0.2% 205
HAIM
2671
Hunter Associates Investment Management
Pennsylvania
$492M -$19.5M -4% 267
AC
2672
AWM Capital
Arizona
$491M +$77.2M +19% 81
IAS
2673
Insigneo Advisory Services
Florida
$491M -$30.5M -6% 402
CCMINC
2674
Cardinal Capital Management Inc (North Carolina)
North Carolina
$491M -$5.29M -1% 138
AFG
2675
Arkansas Financial Group
Arkansas
$491M -$8.67M -2% 66