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
CIP
2901
Capital Insight Partners
Arizona
$371M -$57.2M -13% 153
SAM
2902
Synergy Asset Management
Washington
$371M -$6.62M -2% 145
RIA
2903
Recurrent Investment Advisors
Texas
$371M +$40.8M +12% 50
AI
2904
AdvisorShares Investments
Maryland
$370M +$11.1M +3% 358
VCM
2905
Vivaldi Capital Management
Illinois
$370M -$13.9M -4% 234
OWA
2906
Octavia Wealth Advisors
Ohio
$370M -$12M -3% 179
DWA
2907
Divergent Wealth Advisors
Utah
$370M -$33.5M -8% 20
MC
2908
Minot Capital
Colorado
$369M -$127M -26% 19
SWM
2909
Stockman Wealth Management
Montana
$368M -$23.6M -6% 183
CFO
2910
CVA Family Office
Colorado
$368M +$648K +0.2% 961
SFA
2911
Souders Financial Advisors
Ohio
$368M +$20.5M +6% 159
SAM
2912
Strategy Asset Managers
California
$368M +$43.4M +13% 283
CM
2913
Cornerstone Management
Georgia
$368M -$16.6M -4% 259
HCM
2914
Hutchinson Capital Management
California
$368M -$18.3M -5% 74
S
2915
Surevest
California
$368M -$13.7M -4% 615
JTWM
2916
Jackson Thornton Wealth Management
Alabama
$367M +$14.6M +4% 35
PCWA
2917
Pacific Capital Wealth Advisors
California
$367M +$6.07M +2% 94
BIP
2918
Blueprint Investment Partners
North Carolina
$367M -$4.59M -1% 194
GFS
2919
GYL Financial Synergies
Connecticut
$367M +$592K +0.2% 207
CVM
2920
Cheviot Value Management
California
$366M -$34.9M -9% 73
WAM
2921
Warberg Asset Management
Illinois
$366M +$69.9M +24% 343
HWCM
2922
Hudson Way Capital Management
Texas
$366M -$3.09M -0.8% 17
IA
2923
Icon Advisers
Colorado
$366M -$67.1M -15% 180
VCM
2924
V3 Capital Management
Texas
$365M -$49.5M -12% 14
FNC
2925
First National Corp
Massachusetts
$365M -$17M -4% 158