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
CPA
2801
Capital Planning Advisors
California
$446M +$39.1M +10% 136
BPM
2802
Blue Pool Management
Hong Kong
$446M +$4.56M +1% 42
KWMG
2803
King Wealth Management Group
Florida
$446M +$19M +4% 167
IDA
2804
Intelligence Driven Advisers
California
$446M -$432K -0.1% 94
NCM
2805
Noesis Capital Mangement
Florida
$445M +$40.6M +10% 128
ACG
2806
Allen Capital Group
Nebraska
$445M +$38.4M +9% 159
AIA
2807
Arbor Investment Advisors
North Carolina
$445M +$8.71M +2% 102
DCM
2808
Disciplina Capital Management
Tennessee
$444M +$251M +130% 59
BWA
2809
BlueSky Wealth Advisors
North Carolina
$443M +$29.2M +7% 61
GCM
2810
Gladius Capital Management
Illinois
$443M +$13M +3% 81
DC
2811
Derby & Company
Massachusetts
$443M +$42.6M +11% 78
CFG
2812
Cooper Financial Group
California
$443M -$47.5M -10% 328
ADL
2813
Asset Dedication LLC
California
$443M -$59M -12% 816
CG
2814
Compass Group
New York
$442M +$31.9M +8% 20
ACM
2815
Atalaya Capital Management
New York
$442M +$227M +106% 294
HT
2816
Hefren-Tillotson
Pennsylvania
$442M +$55.5M +14% 13
AO
2817
Advisor OS
Illinois
$441M +$68.5M +18% 214
KA
2818
KLCM Advisors
Wisconsin
$441M +$38M +9% 112
QFA
2819
Quattro Financial Advisors
Texas
$441M +$61.6M +16% 98
SAM
2820
Sompo Asset Management
Japan
$440M -$21.6M -5% 136
MIC
2821
Means Investment Company
Maine
$439M +$890K +0.2% 184
NFG
2822
Nations Financial Group
Iowa
$439M +$59.5M +16% 369
AIM
2823
Astor Investment Management
Illinois
$439M -$15.2M -3% 67
VHMC
2824
Value Holdings Management Company
New York
$439M +$162M +59% 67
BBNA
2825
Bremer Bank National Association
Minnesota
$438M +$20M +5% 207