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
CFMC
2901
Curbstone Financial Management Corp
New Hampshire
$400M -$2.42M -0.6% 182
JAG
2902
Journey Advisory Group
Kentucky
$400M +$7.77M +2% 245
DW
2903
Domani Wealth
Pennsylvania
$400M +$58.5M +17% 118
AAMA
2904
Advanced Asset Management Advisors
Ohio
$400M +$34.3M +9% 246
DWA
2905
Divergent Wealth Advisors
Utah
$399M +$29.3M +8% 31
VCM
2906
Vector Capital Management
California
$399M +$85.5M +27% 6
CI
2907
CPMG Inc
Texas
$398M -$112M -22% 4
SWM
2908
Sugarloaf Wealth Management
Georgia
$398M +$7.8M +2% 901
ISB
2909
Iowa State Bank
Iowa
$398M +$46.4M +13% 127
TC
2910
Tetrad Corporation
Nebraska
$397M +$46.9M +13% 3
EWA
2911
Evolution Wealth Advisors
Florida
$397M +$32.1M +9% 130
PSP
2912
Principal Street Partners
Tennessee
$397M +$21.7M +6% 247
HCM
2913
Huber Capital Management
California
$396M +$39.6M +11% 108
IA
2914
Inspire Advisors
Idaho
$396M +$32M +9% 212
MTC
2915
Matrix Trust Company
Colorado
$395M +$44.3M +13% 51
HFS
2916
Heritage Financial Services
Massachusetts
$395M +$230M +140% 79
AAP
2917
Ardsley Advisory Partners
Connecticut
$395M +$16.1M +4% 132
SC
2918
Sagefield Capital
Texas
$394M +$79M +25% 151
LS
2919
Liquid Strategies
Georgia
$394M +$6.57M +2% 8
YWP
2920
YorkBridge Wealth Partners
New York
$394M +$6.33M +2% 286
PFG
2921
PAX Financial Group
Texas
$394M +$2.79M +0.7% 218
SAM
2922
Strategy Asset Managers
California
$394M +$25.3M +7% 254
HI
2923
Human Investing
Oregon
$393M +$796K +0.2% 117
AGA
2924
Arkos Global Advisors
Texas
$392M +$57.6M +17% 98
GGH
2925
GCM Grosvenor Holdings
Illinois
$392M -$30.3M -7% 18