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
IIA
3351
IPG Investment Advisors
California
$439M -$19.5M -4% 215
GG
3352
GenWealth Group
New Jersey
$439M +$4.37M +1% 77
PPC
3353
Park Presidio Capital
California
$439M +$2.03M +0.5% 11
PSP
3354
Pacific Sage Partners
Washington
$438M +$18.4M +4% 113
CBTWT
3355
Community Bank & Trust (Waco, Texas)
Texas
$438M -$5.85M -1% 144
BWP
3356
Balboa Wealth Partners
Arizona
$438M +$36.6M +9% 397
FGC
3357
Financial Gravity Companies
Texas
$438M +$64.2M +17% 1,071
KA
3358
Kozak & Associates
Colorado
$437M +$14.4M +3% 491
SCP
3359
Shorepoint Capital Partners
Massachusetts
$437M -$1.75M -0.4% 103
SNT
3360
SIG North Trading
Pennsylvania
$437M +$114M +35% 101
MAM
3361
Morse Asset Management
Connecticut
$437M -$26.3M -6% 381
SAM
3362
Satovsky Asset Management
New York
$437M -$6.89M -2% 57
CAM
3363
Centre Asset Management
New York
$437M -$27.2M -6% 66
MSIIA
3364
Morgan Stanley Institutional Investment Advisors
Colorado
$437M -$8.32M -2% 3
CAM
3365
Creekmur Asset Management
Illinois
$437M +$11.3M +3% 1,064
CWM
3366
CMH Wealth Management
New Hampshire
$437M +$11.5M +3% 54
NAMP
3367
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$436M -$75.1K -0% 145
JWM
3368
JFG Wealth Management
Colorado
$436M +$71.8M +20% 98
CF
3369
Corrigan Financial
Rhode Island
$436M +$152K +0% 44
DI
3370
Diligent Investors
California
$436M +$5.09M +1% 375
PRCP
3371
Pacific Ridge Capital Partners
Oregon
$436M +$13.7M +3% 146
SFG
3372
Sovereign Financial Group
Connecticut
$436M +$7.75M +2% 296
NI
3373
Naria Inc
Bahamas
$435M 1
SPC
3374
Stony Point Capital
New York
$435M +$16.5M +4% 40
AWAM
3375
Appian Way Asset Management
New York
$435M -$9.8M -2% 46