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
IC
3101
Intersect Capital
California
$229M +$21.3M +10% 134
BWM
3102
Buckley Wealth Management
Nevada
$229M +$17.5M +8% 163
ACM
3103
Armbruster Capital Management
New York
$229M +$16M +7% 73
OWM
3104
Orgel Wealth Management
Wisconsin
$229M -$177M -44% 43
ECM
3105
EagleClaw Capital Management
Massachusetts
$228M +$22.3M +11% 123
MWP
3106
Moller Wealth Partners
$228M -$29.1M -11% 41
CFG
3107
CNO Financial Group
Indiana
$228M -$9.96M -4% 15
RIM
3108
Rampart Investment Management
Connecticut
$228M -$794M -78% 542
CAM
3109
Crestone Asset Management
Colorado
$228M +$2M +0.9% 44
GPC
3110
Guardian Point Capital
Virginia
$228M +$6.95M +3% 16
CVSCT
3111
C.V. Starr & Co Trust
New York
$227M +$3.72M +2% 31
CI
3112
Chartist Inc
California
$227M +$6.37M +3% 40
DBRC
3113
D.B. Root & Company
Pennsylvania
$227M +$15.1M +7% 218
VR
3114
Viridian RIA
Washington
$227M +$22.3M +11% 55
CFA
3115
Cahill Financial Advisors
Minnesota
$227M +$9.97M +5% 163
BCA
3116
Bray Capital Advisors
Florida
$227M +$12M +6% 437
MWM
3117
Marietta Wealth Management
Georgia
$226M +$21.4M +10% 124
SMC
3118
S. Muoio & Co
New York
$226M +$63.6M +39% 117
CWM
3119
Connecticut Wealth Management
Connecticut
$226M +$17.1M +8% 71
NB
3120
Northwest Bancshares
Pennsylvania
$226M -$11.1M -5% 149
CG
3121
CFO4Life Group
Texas
$226M -$14.1M -6% 138
MMEA
3122
MEAG MUNICH ERGO AssetManagement
Germany
$225M +$2.66M +1% 15
BCM
3123
Beddow Capital Management
Wyoming
$225M -$15M -6% 46
CWM
3124
Chesapeake Wealth Management
Virginia
$225M +$8.12M +4% 205
PVWM
3125
Point View Wealth Management
New Jersey
$225M +$9.53M +4% 278