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
KWM
2976
KFG Wealth Management
Indiana
$535M +$75M +16% 190
CBB
2977
Citizens Business Bank
California
$535M +$39.4M +8% 113
MPW
2978
MA Private Wealth
California
$535M -$64.9K -0% 74
PGAM
2979
Princeton Global Asset Management
New Jersey
$535M +$20.6M +4% 702
GWI
2980
Grace & White Inc
New York
$535M -$19.1M -3% 141
CI
2981
CacheTech Inc
Utah
$533M +$67.3M +14% 133
CIG
2982
Capricorn Investment Group
California
$533M +$126M +31% 8
CFP
2983
Catalyst Financial Partners
Massachusetts
$532M +$20.7M +4% 283
TLA
2984
Tree Line Advisors
Hong Kong
$532M +$101M +24% 9
IDA
2985
Intelligence Driven Advisers
California
$532M -$168M -24% 121
SDWMA
2986
Schneider Downs Wealth Management Advisors
Pennsylvania
$532M +$43.1M +9% 146
ACA
2987
Affinity Capital Advisors
California
$532M +$15.3M +3% 157
HWM
2988
Hohimer Wealth Management
Washington
$531M +$66.4M +14% 264
AG
2989
Advocate Group
Minnesota
$531M -$20.5M -4% 120
LKIM
2990
Lawson Kroeker Investment Management
Nebraska
$531M -$17.8M -3% 91
MCM
2991
Morton Capital Management
California
$530M +$22M +4% 116
HCM
2992
Hutchinson Capital Management
California
$530M +$2.08M +0.4% 94
EWA
2993
ERTS Wealth Advisors
Michigan
$530M -$4.2M -0.8% 90
HL
2994
HeadInvest LLC
Maine
$530M -$10.5M -2% 250
AC
2995
Asio Capital
Kentucky
$529M +$2.6M +0.5% 111
MVM
2996
Medicxi Ventures Management
Jersey
$529M +$157K +0% 5
TCM
2997
Topline Capital Management
California
$529M 36
TCM
2998
Tufton Capital Management
Maryland
$529M -$4.74M -0.9% 123
SWM
2999
Sugarloaf Wealth Management
Georgia
$529M -$65.7K -0% 721
SFG
3000
SevenBridge Financial Group
Pennsylvania
$529M +$9.53M +2% 230