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
GPWA
3326
Great Point Wealth Advisors
Massachusetts
$548M +$15.7M +3% 68
PPW
3327
Presilium Private Wealth
Pennsylvania
$547M +$20.8M +4% 79
SIM
3328
Studio Investment Management
Illinois
$547M +$17.5M +3% 183
AA
3329
Aire Advisors
California
$547M -$3.86M -0.7% 176
TF
3330
TLWM Financial
Texas
$546M -$10.1M -2% 79
IRC
3331
Investors Research Corp
Georgia
$546M +$5.61M +1% 908
NHFG
3332
New Harbor Financial Group
Massachusetts
$546M +$52.5M +11% 60
HCI
3333
Harraden Circle Investments
New York
$546M +$31.7M +6% 205
FNBTCON
3334
First National Bank & Trust Co of Newtown
Pennsylvania
$545M +$17.9M +3% 142
GC
3335
Gibson Capital
Pennsylvania
$545M +$3.05M +0.6% 88
SVCM
3336
Saturn V Capital Management
Texas
$545M +$88.9M +20% 25
CFSG
3337
Community Financial Services Group
Vermont
$545M -$1.12M -0.2% 101
BCM
3338
Blume Capital Management
California
$544M +$24.4M +5% 362
ISWM
3339
Independent Solutions Wealth Management
New York
$544M -$18.7M -3% 188
PFM
3340
Privium Fund Management
Netherlands
$543M -$13.1M -2% 65
SIAP
3341
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$543M +$29.1M +6% 219
WAM
3342
Winslow Asset Management
Ohio
$542M +$9.24M +2% 80
FCA
3343
FLC Capital Advisors
California
$542M +$25.4M +5% 221
GRR
3344
Golden Reserve Retirement
Ohio
$542M +$156M +41% 131
SWP
3345
Summit Wealth Partners
Florida
$541M -$12.8M -2% 224
AFA
3346
AA Financial Advisors
Ohio
$541M +$32.1M +6% 218
HCP
3347
Hexagon Capital Partners
Arkansas
$541M +$42.2M +8% 80
PG
3348
Patten Group
Tennessee
$541M +$27M +5% 327
AAS
3349
Asset Allocation Strategies
Michigan
$540M +$35.3M +7% 165
CAM
3350
Cander Asset Management
New York
$540M 43