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
CA
3376
Cumberland Advisors
Florida
$181M +$17.7M +11% 47
PWMAG
3377
Pinnacle Wealth Management Advisory Group
New Jersey
$181M +$9.01M +5% 153
AC
3378
Adelphi Capital
United Kingdom
$181M +$21.2M +13% 2
GCA
3379
GSI Capital Advisors
California
$181M +$15.4M +9% 42
SFG
3380
SevenBridge Financial Group
Pennsylvania
$181M +$6.28M +4% 697
PFO
3381
Pathstone Family Office
New Jersey
$181M +$69.7M +63% 225
HWM
3382
Holloway Wealth Management
Florida
$181M +$20.1M +13% 277
PMFA
3383
Plante Moran Financial Advisors
Michigan
$181M +$12.3M +7% 939
BRA
3384
Bender Robert & Associates
California
$180M +$6.46M +4% 51
JHP
3385
James Hambro & Partners
United Kingdom
$180M 25
SWP
3386
Strategic Wealth Partners
Ohio
$180M 748
CCM
3387
CrestPoint Capital Management
Missouri
$180M -$44.1M -20% 232
PO
3388
Private Ocean
California
$179M +$15.2M +9% 453
LC
3389
Lincoln Capital
Nebraska
$179M +$17.3M +11% 71
CWM
3390
Catamount Wealth Management
Connecticut
$179M +$7.21M +4% 222
MCC
3391
Malaga Cove Capital
California
$179M +$4.79M +3% 187
FCFS
3392
First Command Financial Services
Texas
$179M +$18.5M +12% 427
FCB
3393
First Command Bank
Texas
$179M +$18.5M +12% 427
S
3394
SimplyRich
California
$179M 162
IWA
3395
Intercontinental Wealth Advisors
Texas
$178M +$14.6M +9% 170
WAM
3396
Wilsey Asset Management
California
$178M +$23.2M +15% 20
BCM
3397
Beryl Capital Management
California
$178M 21
SC
3398
Schulhoff & Co
Ohio
$178M +$9.73M +6% 110
JWS
3399
Juncture Wealth Strategies
Arizona
$178M -$185K -0.1% 88
DVM
3400
Dreman Value Management
Florida
$177M -$5.1M -3% 461