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
BWP
3351
Balboa Wealth Partners
Arizona
$438M +$36.6M +9% 397
FGC
3352
Financial Gravity Companies
Texas
$438M +$64.2M +17% 1,071
KA
3353
Kozak & Associates
Colorado
$437M +$14.4M +3% 491
SCP
3354
Shorepoint Capital Partners
Massachusetts
$437M -$1.75M -0.4% 103
SNT
3355
SIG North Trading
Pennsylvania
$437M +$114M +35% 101
MAM
3356
Morse Asset Management
Connecticut
$437M -$26.3M -6% 381
SAM
3357
Satovsky Asset Management
New York
$437M -$6.89M -2% 57
CAM
3358
Centre Asset Management
New York
$437M -$27.2M -6% 66
MSIIA
3359
Morgan Stanley Institutional Investment Advisors
Colorado
$437M -$8.32M -2% 3
CAM
3360
Creekmur Asset Management
Illinois
$437M +$11.3M +3% 1,064
CWM
3361
CMH Wealth Management
New Hampshire
$437M +$11.5M +3% 54
NAMP
3362
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$436M -$75.1K -0% 145
JWM
3363
JFG Wealth Management
Colorado
$436M +$71.8M +20% 98
CF
3364
Corrigan Financial
Rhode Island
$436M +$152K +0% 44
DI
3365
Diligent Investors
California
$436M +$5.09M +1% 375
PRCP
3366
Pacific Ridge Capital Partners
Oregon
$436M +$13.7M +3% 146
SFG
3367
Sovereign Financial Group
Connecticut
$436M +$7.75M +2% 296
NI
3368
Naria Inc
Bahamas
$435M 1
SPC
3369
Stony Point Capital
New York
$435M +$16.5M +4% 40
AWAM
3370
Appian Way Asset Management
New York
$435M -$9.8M -2% 46
PPW
3371
Presilium Private Wealth
Pennsylvania
$435M +$675K +0.2% 77
PFA
3372
Pathway Financial Advisors
Vermont
$435M +$45M +12% 172
FCA
3373
FLC Capital Advisors
California
$435M +$1.1M +0.3% 185
SPP
3374
Single Point Partners
Massachusetts
$434M +$372M +592% 84
LRIA
3375
Leonard Rickey Investment Advisors
Washington
$434M -$6.35M -1% 112