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
SW
3276
SkyOak Wealth
Michigan
$457M -$10.9M -2% 280
CA
3277
Cambridge Advisors
Nebraska
$457M +$8.55M +2% 178
SF
3278
Safeguard Financial
Wisconsin
$456M -$3.72M -0.8% 117
ICM
3279
Irenic Capital Management
New York
$456M -$200M -30% 30
CPA
3280
Capital Performance Advisors
California
$456M +$143M +46% 285
HA
3281
Herold Advisors
New York
$455M -$3.53M -0.8% 291
CCT
3282
Chemung Canal Trust
New York
$455M -$24.6M -5% 126
BSWM
3283
Boston Standard Wealth Management
Massachusetts
$455M -$59.7M -12% 49
GS
3284
Gagnon Securities
New York
$455M -$41.8M -8% 99
DW30
3285
Drucker Wealth 3.0
New Jersey
$454M +$20.9M +5% 161
PIA
3286
Pinion Investment Advisors
Kansas
$454M +$202M +81% 165
CAMV
3287
Concord Asset Management (Virginia)
Virginia
$454M -$1.29M -0.3% 141
GG
3288
GenWealth Group
New Jersey
$454M +$14.3M +3% 80
WAM
3289
Winslow Asset Management
Ohio
$453M -$48.5M -10% 80
TCP
3290
ThornTree Capital Partners
Massachusetts
$453M -$143M -24% 23
RC
3291
RV Capital
Switzerland
$453M -$13.6M -3% 11
FNC
3292
First National Corp
Massachusetts
$453M +$11.2M +3% 163
LI
3293
LifeWealth Investments
Florida
$452M +$301M +200% 203
MWM
3294
Mattern Wealth Management
Kansas
$452M -$1.35M -0.3% 174
CCA
3295
Carrera Capital Advisors
Michigan
$451M +$24.3M +6% 155
FC
3296
Fulcrum Capital
Washington
$451M -$26.5M -6% 123
NC
3297
NBW Capital
Massachusetts
$451M -$88.7M -16% 109
MSA
3298
Marino Stram & Associates
Massachusetts
$450M -$1.5M -0.3% 175
WCA
3299
Westover Capital Advisors
Delaware
$450M -$4.16M -0.9% 257
PFMOSF
3300
Philadelphia Financial Management of San Francisco
California
$450M -$47.3M -10% 64