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
SAM
2901
Synergy Asset Management
Washington
$371M -$6.62M -2% 145
RIA
2902
Recurrent Investment Advisors
Texas
$371M +$40.8M +12% 50
AI
2903
AdvisorShares Investments
Maryland
$370M +$11.1M +3% 358
VCM
2904
Vivaldi Capital Management
Illinois
$370M -$13.9M -4% 234
OWA
2905
Octavia Wealth Advisors
Ohio
$370M -$12M -3% 179
DWA
2906
Divergent Wealth Advisors
Utah
$370M -$33.5M -8% 20
MC
2907
Minot Capital
Colorado
$369M -$127M -26% 19
SWM
2908
Stockman Wealth Management
Montana
$368M -$23.6M -6% 183
CFO
2909
CVA Family Office
Colorado
$368M +$648K +0.2% 961
SFA
2910
Souders Financial Advisors
Ohio
$368M +$20.5M +6% 159
SAM
2911
Strategy Asset Managers
California
$368M +$43.4M +13% 283
CM
2912
Cornerstone Management
Georgia
$368M -$16.6M -4% 259
HCM
2913
Hutchinson Capital Management
California
$368M -$18.3M -5% 74
S
2914
Surevest
California
$368M -$13.7M -4% 615
JTWM
2915
Jackson Thornton Wealth Management
Alabama
$367M +$14.6M +4% 35
PCWA
2916
Pacific Capital Wealth Advisors
California
$367M +$6.07M +2% 94
BIP
2917
Blueprint Investment Partners
North Carolina
$367M -$4.59M -1% 194
GFS
2918
GYL Financial Synergies
Connecticut
$367M +$592K +0.2% 207
CVM
2919
Cheviot Value Management
California
$366M -$34.9M -9% 73
WAM
2920
Warberg Asset Management
Illinois
$366M +$69.9M +24% 343
HWCM
2921
Hudson Way Capital Management
Texas
$366M -$3.09M -0.8% 17
IA
2922
Icon Advisers
Colorado
$366M -$67.1M -15% 180
VCM
2923
V3 Capital Management
Texas
$365M -$49.5M -12% 14
FNC
2924
First National Corp
Massachusetts
$365M -$17M -4% 158
AAMA
2925
Advanced Asset Management Advisors
Ohio
$365M -$24.8M -6% 92