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
3401
Cambridge Advisors
Nebraska
$525M +$13.6M +3% 179
SL
3402
Systelligence LLC
Minnesota
$525M -$1.97M -0.4% 67
FWM
3403
FFT Wealth Management
Pennsylvania
$525M -$19.6M -4% 92
BWP
3404
Bernardo Wealth Planning
Pennsylvania
$525M +$14.7M +3% 133
OIS
3405
Okabena Investment Services
Minnesota
$524M +$9.64M +2% 154
HBCM
3406
Heron Bay Capital Management
Michigan
$524M -$11.5M -2% 127
PWMG
3407
Prestige Wealth Management Group
New Jersey
$524M +$5.86M +1% 1,039
MC
3408
Machina Capital
France
$524M -$44.5M -8% 432
TI
3409
TrueMark Investments
Illinois
$523M -$51.9M -9% 301
MKA
3410
M. Kulyk & Associates
Georgia
$523M +$31.1M +6% 114
DAC
3411
Dividend Assets Capital
South Carolina
$523M -$47.1M -8% 146
JE
3412
JMAC Enterprises
Pennsylvania
$523M +$17.6M +3% 125
KMC
3413
Kirr Marbach & Co
Indiana
$523M -$30.7M -6% 60
BZWA
3414
Blue Zone Wealth Advisors
California
$523M +$22M +4% 140
CFMC
3415
Curbstone Financial Management Corp
New Hampshire
$523M +$2.52M +0.5% 222
KI
3416
Kapitalo Investimentos
Brazil
$522M -$11.2M -2% 71
GA
3417
GoalVest Advisory
New York
$522M +$50.4M +11% 558
BA
3418
BCM Advisors
Louisiana
$522M +$24.9M +5% 76
TAM
3419
Talaria Asset Management
Australia
$522M -$33.9M -6% 15
SI
3420
Seeds Investor
New York
$522M +$47.8M +10% 284
ETS
3421
ESL Trust Services
New York
$521M +$11.4M +2% 327
AMPWP
3422
Alvarez & Marsal Private Wealth Partners
Florida
$521M 112
GDP
3423
Great Diamond Partners
Maine
$520M +$4.1M +0.8% 241
FGAM
3424
Financial Gravity Asset Management
Texas
$520M +$13.6M +3% 1,070
MWM
3425
Mattern Wealth Management
Kansas
$519M +$18.6M +4% 162