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
RIA
2776
Realta Investment Advisors
Delaware
$502M +$47.3M +10% 467
CSPAM
2777
Cary Street Partners Asset Management
Virginia
$502M +$34.9M +7% 187
CCM
2778
Coerente Capital Management
Ontario, Canada
$501M -$28.5M -5% 40
WDL
2779
Well Done LLC
Michigan
$500M +$6.59M +1% 206
DMBA
2780
Deseret Mutual Benefit Administrators
Utah
$500M -$94.8M -16% 491
OAM
2781
Oberweis Asset Management
Illinois
$499M -$48.9M -9% 188
BEC
2782
Blue Edge Capital
Virginia
$499M -$19M -4% 109
AFAS
2783
Acorn Financial Advisory Services
Virginia
$499M -$917K -0.2% 229
WCWM
2784
Willow Creek Wealth Management
California
$498M +$13.8M +3% 124
OIM
2785
Oracle Investment Management
Connecticut
$497M -$184M -27% 32
SFS
2786
Summit Financial Strategies
Ohio
$497M -$21.2M -4% 132
HPCM
2787
Hunter Perkins Capital Management
Illinois
$496M -$37.2M -7% 94
APW
2788
Austin Private Wealth
Texas
$496M +$335K +0.1% 149
DCM
2789
DG Capital Management
New York
$495M -$5.84M -1% 145
FNBTCON
2790
First National Bank & Trust Co of Newtown
Pennsylvania
$495M -$25.3M -5% 133
SFWA
2791
Summit Financial Wealth Advisors
Louisiana
$495M -$21.9M -4% 151
CCMINC
2792
Cardinal Capital Management Inc (North Carolina)
North Carolina
$494M -$10.6M -2% 148
RR
2793
Robotti Robert
$494M +$717K +0.1% 80
CF
2794
Clarity Financial
Texas
$494M -$137M -22% 113
TCM
2795
Tang Capital Management
California
$494M -$3.15M -0.6% 58
MCP
2796
Mirador Capital Partners
California
$494M +$19.1M +4% 226
EVM
2797
Evelyn V. Moreno
$494M -$6M -1% 109
VM
2798
VPR Management
Texas
$494M -$25.5M -5% 28
GC
2799
Globeflex Capital
California
$493M +$4.82M +1% 494
AWM
2800
Affinity Wealth Management
Delaware
$493M +$8.35M +2% 125