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
CWM
3351
Confluence Wealth Management
Oregon
$205M +$3.5M +2% 118
TCPWM
3352
Traverso Chambers Private Wealth Management
California
$205M +$855K +0.4% 102
CC
3353
Clearline Capital
New York
$205M +$13.5M +7% 60
BLA
3354
Balter Liquid Alternatives
Massachusetts
$205M +$24M +13% 207
AC
3355
Athos Capital
Hong Kong
$205M +$74.1M +57% 43
BSWM
3356
Boston Standard Wealth Management
Massachusetts
$204M +$12.3M +6% 33
WEO
3357
William E. Oberndorf
$204M +$21.1M +12% 10
KFP
3358
Keystone Financial Planning
Ohio
$204M +$1.73M +0.9% 48
GII
3359
Gryphon International Investment
Ontario, Canada
$204M +$25.3M +14% 20
CCM
3360
Crossvault Capital Management
Texas
$204M +$10.2M +5% 80
AWMG
3361
Alliance Wealth Management Group
New Jersey
$204M +$15.5M +8% 60
IF
3362
Ironwood Financial
Arizona
$204M +$10.3M +5% 400
TLA
3363
Tree Line Advisors
Hong Kong
$203M +$52.9M +35% 7
MCP
3364
Mirador Capital Partners
California
$203M +$18.6M +10% 173
SHCM
3365
Silver Heights Capital Management
Ontario, Canada
$203M +$5.05M +3% 6
FWC
3366
First Washington Corp
Washington
$203M +$5.76M +3% 88
WCA
3367
Westover Capital Advisors
Delaware
$203M +$10.1M +5% 153
SNB
3368
Security National Bank
Nebraska
$202M +$9.57M +5% 74
JWM
3369
Jupiter Wealth Management
Colorado
$202M -$5.79M -3% 87
GP
3370
Galileo PTC
British Virgin Islands
$202M -$48.4M -19% 2
HLA
3371
Hamilton Lane Advisors
Pennsylvania
$202M +$12.9M +7% 65
DI
3372
Diligent Investors
California
$201M +$25.7M +15% 225
EA
3373
Ecofin Advisors
United Kingdom
$201M +$56.1M +39% 35
SFG
3374
SevenBridge Financial Group
Pennsylvania
$201M +$15.8M +9% 663
RCS
3375
Retirement Capital Strategies
California
$201M +$2.77M +1% 57