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
CMA
3376
Cedar Mountain Advisors
Oregon
$514M +$32.4M +7% 705
MFGM
3377
Marshall Financial Group (Maryland)
Maryland
$513M +$3.31M +0.6% 267
GWAG
3378
Garrett Wealth Advisory Group
Texas
$513M +$40.5M +9% 121
BL
3379
Bleichroeder LP
New York
$513M +$106M +26% 82
PFA
3380
Pettinga Financial Advisors
Indiana
$513M +$56.6M +12% 144
PIMC
3381
Praesidium Investment Management Company
New York
$513M -$54.6M -10% 15
MWM
3382
MinichMacGregor Wealth Management
New York
$513M +$45M +10% 154
TGAM
3383
TBH Global Asset Management
Tennessee
$512M +$44.7M +10% 260
KC
3384
Keenan Capital
California
$512M +$84M +20% 8
CA
3385
Cambridge Advisors
Nebraska
$512M +$33.3M +7% 172
JWM
3386
JFG Wealth Management
Colorado
$511M +$32.6M +7% 68
WFA
3387
WestHill Financial Advisors
California
$510M +$38.8M +8% 79
BRCM
3388
Bright Rock Capital Management
Massachusetts
$510M +$16.2M +3% 75
ICP
3389
Interchange Capital Partners
Pennsylvania
$510M +$77.2M +18% 372
BWP
3390
Bernardo Wealth Planning
Pennsylvania
$510M +$49.5M +11% 128
VBFG
3391
Vishria Bird Financial Group
Tennessee
$510M +$209M +69% 105
KNW
3392
Kesler Norman & Wride
Utah
$510M -$53.9M -10% 245
SFC
3393
SEG Family Corp
$510M -$150M -23% 1
ETS
3394
ESL Trust Services
New York
$510M +$20.1M +4% 310
LRWA
3395
Long Run Wealth Advisors
New York
$509M +$32.8M +7% 113
ICM
3396
Irenic Capital Management
New York
$509M +$54.7M +12% 29
RP
3397
Rowlandmiller & Partners
Georgia
$509M +$24.6M +5% 194
AFA
3398
AA Financial Advisors
Ohio
$509M +$44.8M +10% 201
MCM
3399
Mengis Capital Management
Oregon
$509M +$37.9M +8% 211
KA
3400
Kozak & Associates
Colorado
$508M +$17.2M +4% 556