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
CDIA
2726
Capital Directions Investment Advisors
Georgia
$302M +$15.1M +5% 252
RCM
2727
Robinson Capital Management
Michigan
$302M -$608K -0.2% 104
MCAI
2728
Meritech Capital Associates IV
California
$302M -$67M -18% 2
SM
2729
Sciencast Management
New Jersey
$302M +$125M +71% 524
GIPM
2730
G2 Investment Partners Management
New York
$302M +$12.8M +4% 82
IWA
2731
IBEX Wealth Advisors
New Jersey
$301M -$44.1M -13% 399
HWA
2732
HCR Wealth Advisors
California
$301M -$50.5M -14% 167
BCH
2733
Berkshire Capital Holdings
California
$301M +$8.01M +3% 49
AIA
2734
AGF Investments America
Ontario, Canada
$301M +$6.86M +2% 69
LFA
2735
Legacy Financial Advisors
Kentucky
$301M +$18M +6% 119
ADL
2736
Asset Dedication LLC
California
$301M -$9.21M -3% 656
DCM
2737
Divisar Capital Management
California
$301M +$7.04M +2% 30
GHAM
2738
Gilman Hill Asset Management
Connecticut
$301M +$3.79M +1% 188
WCP
2739
Welch Capital Partners
New York
$300M +$6.24M +2% 30
LWS
2740
Lucia Wealth Services
California
$300M +$9.86M +3% 182
IAA
2741
Ironsides Asset Advisors
North Carolina
$300M +$2.15M +0.7% 100
ODCM
2742
Old Dominion Capital Management
Virginia
$300M +$11M +4% 150
HFM
2743
Hartford Financial Management
Connecticut
$300M +$155K +0.1% 377
MSAM
2744
Moloney Securities Asset Management
Missouri
$299M -$382K -0.1% 371
W
2745
Wealthquest
Ohio
$299M +$34.5M +13% 142
PGA
2746
Portland Global Advisors
Maine
$299M -$1.25M -0.4% 117
WC
2747
Whitnell & Co
Illinois
$299M +$32M +12% 276
BM
2748
Brandywine Managers
Delaware
$299M +$32.1M +12% 52
MAM
2749
Marquette Asset Management
Minnesota
$299M +$2.8M +0.9% 288
OSNBOA
2750
Old Second National Bank of Aurora
Illinois
$298M +$15.8M +6% 387