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
CFO
3001
CVA Family Office
Colorado
$368M -$50.4M -12% 1,021
LA
3002
Lynch & Associates
Indiana
$368M -$45.3M -11% 106
BWM
3003
Bulltick Wealth Management
Florida
$367M -$71.6M -16% 145
DCM
3004
DAFNA Capital Management
California
$367M -$16.9M -4% 97
JCP
3005
JB Capital Partners
New York
$367M -$80.1M -18% 87
SPP
3006
Single Point Partners
Massachusetts
$367M -$25.6M -7% 148
MWA
3007
Martel Wealth Advisors
Washington
$366M -$45M -11% 51
GFS
3008
GYL Financial Synergies
Connecticut
$366M -$51.5M -12% 210
CA
3009
Cambridge Advisors
Nebraska
$366M -$53.7M -13% 191
DW
3010
Domani Wealth
Pennsylvania
$366M -$96.1M -21% 118
ACM
3011
Alpha Capital Management
Texas
$366M -$94.5M -21% 110
PAM
3012
Peak Asset Management
Colorado
$366M -$64.4M -15% 145
RCM
3013
Radnor Capital Management
Pennsylvania
$366M -$32.9M -8% 252
AWA
3014
Artemis Wealth Advisors
New York
$365M -$238M -39% 141
KLWA
3015
Kelly Lawrence W & Associates
California
$365M -$103M -22% 187
TF
3016
TimeScale Financial
Massachusetts
$365M -$60.4M -14% 584
FIM
3017
Fruth Investment Management
Texas
$365M +$2.94M +0.8% 236
NC
3018
NBW Capital
Massachusetts
$365M -$56.7M -13% 95
SAAM
3019
Solus Alternative Asset Management
New Jersey
$364M -$89.9M -20% 13
CWP
3020
Concord Wealth Partners
Virginia
$364M -$22.3M -6% 1,438
SCV
3021
Sands Capital Ventures
Virginia
$364M -$114M -24% 19
MCM
3022
Maytus Capital Management
New York
$364M -$40.4M -10% 65
DMC
3023
Drexel Morgan & Co
Pennsylvania
$364M +$20.2M +6% 46
HC
3024
HNP Capital
New York
$364M -$58.1M -14% 155
BA
3025
BCM Advisors
Louisiana
$363M -$13.7M -4% 57