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
GA
2676
Geller Advisors
New York
$330M -$17.6M -5% 105
GFA
2677
Gifford Fong Associates
California
$330M +$57.5M +21% 130
CFD
2678
Creative Financial Designs
Indiana
$330M +$136M +70% 1,262
ARMC
2679
American Research & Management Company
Massachusetts
$329M +$66.1M +25% 389
RWA
2680
River Wealth Advisors
Pennsylvania
$329M +$78.9M +32% 183
ZAM
2681
Zevin Asset Management
Massachusetts
$329M +$60.4M +22% 81
AWC
2682
Abundance Wealth Counselors
Pennsylvania
$329M +$40.7M +14% 78
IC
2683
Ikarian Capital
Texas
$329M +$61.1M +23% 155
IHAM
2684
Integral Health Asset Management
New York
$328M +$104M +46% 78
IIC
2685
Ironwood Investment Counsel
Arizona
$328M +$73.4M +29% 192
BCM
2686
Buckhead Capital Management
Georgia
$327M +$59.7M +22% 110
LWM
2687
Lenox Wealth Management
Ohio
$327M +$36.5M +13% 871
MCM
2688
Mason Capital Management
New York
$327M +$12.9M +4% 16
TM
2689
Tikvah Management
North Carolina
$327M +$74.4M +29% 19
LIM
2690
Longfellow Investment Management
Massachusetts
$327M +$34.9M +12% 153
CAS
2691
Cascadia Advisory Services
Oregon
$327M 169
MC
2692
Minot Capital
Colorado
$327M +$74.9M +30% 14
OCG
2693
Opus Capital Group
Ohio
$327M +$44M +16% 120
PL
2694
Plancorp LLC
Missouri
$327M +$70.7M +28% 183
SWA
2695
Stratos Wealth Advisors
Ohio
$326M +$185M +131% 387
CIA
2696
Covington Investment Advisors
Pennsylvania
$326M +$62.7M +24% 86
FRM
2697
Foundation Resource Management
Arkansas
$325M +$45.1M +16% 54
MW
2698
Marcum Wealth
Ohio
$325M +$66.8M +26% 124
TCMI
2699
Technology Crossover Management IX
California
$324M +$126M +63% 4
PAM
2700
Paradigm Asset Management
New York
$324M +$65.5M +25% 430