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
CPI
3051
Crestview Partners III
New York
$275M +$29.2M +12% 4
CFA
3052
Cahill Financial Advisors
Minnesota
$275M +$18.1M +7% 166
XF
3053
XML Financial
Maryland
$275M 178
SCM
3054
Schnieders Capital Management
California
$275M +$27M +11% 175
BA
3055
BCM Advisors
Louisiana
$275M +$42.7M +18% 38
DIM
3056
Delta Investment Management
California
$275M +$83.3M +44% 227
KCP
3057
KDI Capital Partners
North Carolina
$275M +$18.5M +7% 32
BWM
3058
Brickley Wealth Management
California
$274M +$30.4M +12% 51
KM
3059
Kalos Management
Georgia
$274M +$23.5M +9% 231
RSS
3060
Rosenblum Silverman Sutton
California
$274M +$14.5M +6% 58
SFA
3061
Stewardship Financial Advisors
Georgia
$274M +$37.2M +16% 93
SPIA
3062
Strategic Point Investment Advisors
Rhode Island
$274M +$18.1M +7% 24
MMG
3063
Monetary Management Group
Missouri
$274M +$9.48M +4% 311
ECM
3064
EagleClaw Capital Management
Massachusetts
$273M +$28M +11% 135
CIM
3065
Contravisory Investment Management
Massachusetts
$273M +$10M +4% 311
PCM
3066
Pinz Capital Management
New York
$273M 313
SL
3067
Systelligence LLC
Minnesota
$273M 48
9WM
3068
9258 Wealth Management
Ohio
$273M +$145M +113% 323
NIF
3069
Nalanda India Fund
Mauritius
$273M +$30.5M +13% 1
WLIM
3070
White Lighthouse Investment Management
Massachusetts
$273M +$24.2M +10% 136
SIG
3071
Sargent Investment Group
Maryland
$273M +$49.9M +22% 160
PAS
3072
Partnervest Advisory Services
California
$273M -$6.52M -2% 277
SWK
3073
Stephen W. Kidder
$272M +$17.9M +7% 72
WWM
3074
Windsor Wealth Management
Indiana
$272M +$42.3M +18% 189
CBN
3075
Cadence Bank NA
Texas
$272M +$16.4M +6% 183