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
CBA
3401
Coastal Bridge Advisors
Connecticut
$403M -$31.9M -7% 187
AFA
3402
Abacus FCF Advisors
Florida
$402M +$2.64M +0.7% 187
VFPI
3403
Vantage Financial Partners (Illinois)
Illinois
$402M +$18.9M +5% 113
CT
3404
Clearstead Trust
Maine
$402M +$19.8M +5% 445
GCM
3405
Galibier Capital Management
Ontario, Canada
$402M -$15.6M -4% 43
LT
3406
Legacy Trust
Michigan
$402M +$1.08M +0.3% 150
GJCM
3407
Grand Jean Capital Management
California
$401M +$22.5M +6% 48
SFG
3408
Sovereign Financial Group
Connecticut
$401M +$24.4M +6% 297
LWP
3409
LMG Wealth Partners
Louisiana
$401M +$4.04M +1% 126
WCAMG
3410
Woodard & Company Asset Management Group
North Carolina
$401M +$26.3M +7% 123
CRWM
3411
Castle Rock Wealth Management
California
$400M +$34.3M +9% 245
FGAM
3412
Financial Gravity Asset Management
Texas
$400M -$345M -46% 2,836
CBTWT
3413
Community Bank & Trust (Waco, Texas)
Texas
$400M -$7.18M -2% 144
AMG
3414
Advisors Management Group
Wisconsin
$400M -$2.58M -0.6% 172
DL
3415
DOHJ LLC
Washington
$400M +$23.2M +6% 144
JHCM
3416
Juniper Hill Capital Management
California
$400M +$25M +7% 5
WCA
3417
Waypoint Capital Advisors
Minnesota
$400M +$17.9M +5% 127
OAM
3418
Origin Asset Management
United Kingdom
$400M +$36.7M +10% 18
MC
3419
Miramar Capital
Illinois
$400M +$3.86M +1% 64
SCM
3420
Stordahl Capital Management
Colorado
$400M +$377K +0.1% 58
MAM
3421
Milestone Asset Management
Pennsylvania
$399M +$49.5M +14% 210
NIC
3422
Northwest Investment Counselors
Oregon
$399M -$11.2M -3% 533
BPAMU
3423
BTG Pactual Asset Management US
New York
$399M 117
PFA
3424
Pettinga Financial Advisors
Indiana
$399M +$6.58M +2% 124
SIGI
3425
Susquehanna International Group (Ireland)
Ireland
$399M -$24.2M -6% 122