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
ACP
3026
Aveo Capital Partners
Colorado
$200M -$23.6M -11% 158
VAS
3027
Valicenti Advisory Services
New York
$200M -$30.3M -13% 74
VR
3028
Viridian RIA
Washington
$200M -$26.5M -12% 61
NQWM
3029
Northwest Quadrant Wealth Management
Oregon
$200M +$37.4M +23% 62
BCA
3030
Bray Capital Advisors
Florida
$200M -$26.7M -12% 393
CFA
3031
Cahill Financial Advisors
Minnesota
$200M -$26.8M -12% 159
SVCP
3032
Silicon Valley Capital Partners
California
$199M -$40.7M -17% 33
AOWM
3033
Alpha Omega Wealth Management
Virginia
$199M -$24.2M -11% 519
KIM
3034
Kestrel Investment Management
California
$199M -$48.1M -20% 52
SVC
3035
Strycker View Capital
New York
$198M +$12.7M +7% 21
SCM
3036
Southport Capital Management
Tennessee
$198M -$37.3M -16% 652
BO
3037
Bank OZK
Arkansas
$198M -$52.9M -21% 136
PVWM
3038
Point View Wealth Management
New Jersey
$198M -$26.6M -12% 280
SWP
3039
Strategic Wealth Partners
Ohio
$198M +$10.6M +6% 757
ISB
3040
Iowa State Bank
Iowa
$198M -$26.4M -12% 103
AWA
3041
Artemis Wealth Advisors
New York
$198M +$14M +8% 43
AWW
3042
Alan W. Weber
$198M -$65.4M -25% 80
DA
3043
DSC Advisors
Illinois
$198M -$19.3M -9% 81
PRS
3044
Pinkerton Retirement Specialists
Idaho
$198M -$50.5M -20% 178
TL
3045
TrueWealth LLC
Georgia
$198M -$20.6M -9% 861
KIC
3046
Keating Investment Counselors
Florida
$198M -$34.8M -15% 68
CC
3047
Cedar Capital
Illinois
$197M -$60.4M -23% 184
APSP
3048
Asset Planning Services (Pennsylvania)
Pennsylvania
$197M -$13.1M -6% 290
P8IP
3049
Pier 88 Investment Partners
California
$197M -$32.7M -14% 113
WC
3050
Wynnefield Capital
New York
$197M -$42.6M -18% 32