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
3026
KFG Wealth Management
Indiana
$535M +$75M +16% 190
CBB
3027
Citizens Business Bank
California
$535M +$39.4M +8% 113
MPW
3028
MA Private Wealth
California
$535M -$64.9K -0% 74
PGAM
3029
Princeton Global Asset Management
New Jersey
$535M +$20.6M +4% 702
GWI
3030
Grace & White Inc
New York
$535M -$19.1M -3% 141
CI
3031
CacheTech Inc
Utah
$533M +$67.3M +14% 133
CIG
3032
Capricorn Investment Group
California
$533M +$126M +31% 8
CFP
3033
Catalyst Financial Partners
Massachusetts
$532M +$20.7M +4% 283
TLA
3034
Tree Line Advisors
Hong Kong
$532M +$101M +24% 9
IDA
3035
Intelligence Driven Advisers
California
$532M -$168M -24% 121
SDWMA
3036
Schneider Downs Wealth Management Advisors
Pennsylvania
$532M +$43.1M +9% 146
ACA
3037
Affinity Capital Advisors
California
$532M +$15.3M +3% 157
HWM
3038
Hohimer Wealth Management
Washington
$531M +$66.4M +14% 264
AG
3039
Advocate Group
Minnesota
$531M -$20.5M -4% 120
LKIM
3040
Lawson Kroeker Investment Management
Nebraska
$531M -$17.8M -3% 91
MCM
3041
Morton Capital Management
California
$530M +$22M +4% 116
HCM
3042
Hutchinson Capital Management
California
$530M +$2.08M +0.4% 94
EWA
3043
ERTS Wealth Advisors
Michigan
$530M -$4.2M -0.8% 90
HL
3044
HeadInvest LLC
Maine
$530M -$10.5M -2% 250
AC
3045
Asio Capital
Kentucky
$529M +$2.6M +0.5% 111
MVM
3046
Medicxi Ventures Management
Jersey
$529M +$157K +0% 5
TCM
3047
Topline Capital Management
California
$529M 36
PC
3048
Pureheart Capital
$529M 7
TCM
3049
Tufton Capital Management
Maryland
$529M -$4.74M -0.9% 123
SWM
3050
Sugarloaf Wealth Management
Georgia
$529M -$65.7K -0% 721