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
2876
Capital Planning Advisors
California
$372M -$5.43M -1% 138
IAS
2877
IMA Advisory Services
Colorado
$372M -$36.4M -9% 413
CA
2878
CHI Advisors
New York
$372M +$110M +42% 28
DCM
2879
DAFNA Capital Management
California
$372M +$4.91M +1% 98
CBA
2880
Coastal Bridge Advisors
Connecticut
$372M +$46.8M +14% 186
HA
2881
Harbor Advisors
Florida
$372M -$40.3M -10% 181
DPI
2882
Diversified Portfolios Inc
Michigan
$372M +$12.7M +4% 140
NI
2883
NFC Investments
Tennessee
$371M +$2.6M +0.7% 37
RP
2884
Rowlandmiller & Partners
Georgia
$371M -$19.4M -5% 179
CIP
2885
Capital Insight Partners
Arizona
$371M -$57.2M -13% 153
SAM
2886
Synergy Asset Management
Washington
$371M -$6.62M -2% 145
RIA
2887
Recurrent Investment Advisors
Texas
$371M +$40.8M +12% 50
AI
2888
AdvisorShares Investments
Maryland
$370M +$11.1M +3% 358
VCM
2889
Vivaldi Capital Management
Illinois
$370M -$13.9M -4% 234
OWA
2890
Octavia Wealth Advisors
Ohio
$370M -$12M -3% 179
DWA
2891
Divergent Wealth Advisors
Utah
$370M -$33.5M -8% 20
MC
2892
Minot Capital
Colorado
$369M -$127M -26% 19
SWM
2893
Stockman Wealth Management
Montana
$368M -$23.6M -6% 183
CFO
2894
CVA Family Office
Colorado
$368M +$648K +0.2% 961
SFA
2895
Souders Financial Advisors
Ohio
$368M +$20.5M +6% 159
SAM
2896
Strategy Asset Managers
California
$368M +$43.4M +13% 283
CM
2897
Cornerstone Management
Georgia
$368M -$16.6M -4% 259
HCM
2898
Hutchinson Capital Management
California
$368M -$18.3M -5% 74
S
2899
Surevest
California
$368M -$13.7M -4% 615
JTWM
2900
Jackson Thornton Wealth Management
Alabama
$367M +$14.6M +4% 35