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
CWM
2676
Confluence Wealth Management
Oregon
$205M +$20.1M +11% 135
AC
2677
Alley Company
Illinois
$205M +$10.9M +6% 80
AWE
2678
Avidian Wealth Enterprises
Texas
$205M +$44.9M +28% 52
ANRIA
2679
American National Registered Investment Advisor
Texas
$205M +$13M +7% 255
SCC
2680
Second Curve Capital
Pennsylvania
$205M -$17M -8% 23
DOA
2681
D'Orazio & Associates
Virginia
$205M +$7.5M +4% 342
SHWM
2682
Smith & Howard Wealth Management
Georgia
$205M -$2.99M -1% 69
BREA
2683
Barings Real Estate Advisers
Connecticut
$205M +$22.2M +12% 36
DAM
2684
Doheny Asset Management
California
$205M +$11.7M +6% 114
OSNBOA
2685
Old Second National Bank of Aurora
Illinois
$204M +$5.63M +3% 349
CFSG
2686
Community Financial Services Group
Vermont
$204M +$2.77M +1% 282
SCM
2687
Stonerise Capital Management
California
$204M -$22.2M -10% 13
MC
2688
Muzinich & Co
New York
$204M +$1.28M +0.6% 36
HPCM
2689
High Pointe Capital Management
Illinois
$204M -$9.26M -4% 192
PAM
2690
Peak Asset Management
Colorado
$204M +$16.1M +9% 135
KIA
2691
Kopp Investment Advisors
Minnesota
$203M +$17.5M +9% 70
NI
2692
NFC Investments
Tennessee
$203M -$8.76M -4% 40
CYG
2693
Clean Yield Group
Vermont
$203M -$9.37M -4% 131
WCMN
2694
Westchester Capital Management (Nebraska)
Nebraska
$203M +$15.8M +8% 35
RAM
2695
Riggs Asset Management
Pennsylvania
$203M +$40.4M +25% 296
WA
2696
Wealth Architects
California
$202M +$16M +9% 133
HLC
2697
Hunt Lane Capital
New York
$202M 15
GA
2698
Giralda Advisors
New York
$202M -$16.6M -8% 19
BFIC
2699
Bedell Frazier Investment Counselling
California
$202M +$28.7M +17% 61
HBWM
2700
Hollow Brook Wealth Management
New York
$202M -$7.98M -4% 59