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
AWC
3276
Abundance Wealth Counselors
Pennsylvania
$459M -$23.6M -5% 146
WCWM
3277
Wooster Corthell Wealth Management
Connecticut
$459M -$9.52M -2% 54
HA
3278
Herold Advisors
New York
$459M -$1.64M -0.4% 283
LWP
3279
LMG Wealth Partners
Louisiana
$459M +$22M +5% 136
MCCP
3280
Mission Creek Capital Partners
California
$458M +$28.6M +7% 243
SRC
3281
Sage Rhino Capital
California
$458M +$6.83M +2% 297
LAM
3282
L2 Asset Management
Massachusetts
$458M +$90.3M +25% 268
GA
3283
Greenspring Advisors
Maryland
$458M +$212K +0% 103
WC
3284
Westwind Capital
New Mexico
$458M +$46.2M +11% 56
AFIA
3285
America First Investment Advisors
Nebraska
$458M +$12M +3% 42
GPWA
3286
Great Point Wealth Advisors
Massachusetts
$457M -$10.7M -2% 63
ISWM
3287
Independent Solutions Wealth Management
New York
$457M +$14.9M +3% 178
FRGX
3288
First Reserve GP XIII
Connecticut
$457M +$82.6M +22% 1
MF
3289
Manchester Financial
California
$457M -$4.18M -0.9% 117
FFG
3290
Fiduciary Financial Group
California
$456M +$20.6M +5% 301
IP
3291
Ignite Planners
California
$456M +$19.4M +4% 322
AC
3292
Almitas Capital
California
$456M +$173M +61% 112
IRC
3293
Investors Research Corp
Georgia
$455M -$2.44M -0.5% 997
CMA
3294
Cedar Mountain Advisors
Oregon
$455M +$11.5M +3% 395
CAMV
3295
Concord Asset Management (Virginia)
Virginia
$455M +$12.5M +3% 134
AC
3296
AlphaCore Capital
California
$455M +$16.3M +4% 244
TI
3297
Think Investments
California
$455M -$57.2M -11% 20
PCTC
3298
Perkins Coie Trust Company
Washington
$454M +$3.54M +0.8% 293
WCA
3299
Westover Capital Advisors
Delaware
$454M -$65.9M -13% 255
BW
3300
Bison Wealth
Georgia
$454M -$174M -28% 444