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
CG
3351
CFO4Life Group
Texas
$237M +$13.5M +6% 143
GWMIA
3352
Global Wealth Management Investment Advisory
Florida
$236M +$17.8M +8% 758
SHJ
3353
Sharkey, Howes & Javer
Colorado
$236M +$4.45M +2% 67
UF
3354
Univest Financial
Pennsylvania
$236M -$75.8M -24% 136
TA
3355
TRB Advisors
New York
$236M +$116M +96% 12
BOS
3356
Bank of Stockton
California
$236M +$7.18M +3% 110
CM
3357
Cornerstone Management
Georgia
$236M +$17.5M +8% 43
SCM
3358
Stanley Capital Management
Texas
$236M +$31.2M +15% 35
RAM
3359
Redmond Asset Management
Virginia
$236M +$10.2M +5% 158
TCPWM
3360
Traverso Chambers Private Wealth Management
California
$235M +$26.1M +12% 107
CBFP
3361
Cedar Brook Financial Partners
Ohio
$235M +$8.55M +4% 332
SWM
3362
Sugarloaf Wealth Management
Georgia
$235M 761
TCMG
3363
TSP Capital Management Group
New Jersey
$235M +$34.3M +17% 55
HC
3364
HNP Capital
New York
$235M +$52.5M +29% 117
SAM
3365
Summit Asset Management
Tennessee
$234M +$19.8M +9% 129
PFM
3366
Peak Financial Management
Massachusetts
$234M +$9.31M +4% 59
TPM
3367
Totem Point Management
New York
$234M +$52.7M +29% 19
FCM
3368
Firestone Capital Management
Florida
$234M 454
S
3369
Surevest
California
$234M +$31M +15% 147
AO
3370
Allen Operations
New York
$234M +$28M +14% 31
FCC
3371
Florin Court Capital
United Kingdom
$234M +$96.9M +71% 31
BI
3372
Bulldog Investors
New Jersey
$234M +$11M +5% 185
PFG
3373
PAX Financial Group
Texas
$234M 114
5L
3374
55I LLC
Massachusetts
$234M +$29M +14% 153
BPCA
3375
Bank Pictet & Cie (Asia)
Singapore
$234M +$12M +5% 92