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
CWM
3426
Concentric Wealth Management
California
$232M +$19.2M +9% 120
WA
3427
WealthTrust Axiom
Pennsylvania
$232M +$4.96M +2% 219
SMG
3428
Smart Money Group
Texas
$232M +$63M +37% 96
JSL
3429
JT Stratford LLC
Georgia
$232M +$37.7M +19% 174
GBCP
3430
Glade Brook Capital Partners
Connecticut
$232M +$31.5M +16% 2
VAG
3431
VisionPoint Advisory Group
Texas
$232M -$15.2M -6% 132
PFM
3432
Peak Financial Management
Massachusetts
$232M +$18.7M +9% 61
DPI
3433
Diversified Portfolios Inc
Michigan
$231M +$22.2M +11% 75
GWMIA
3434
Global Wealth Management Investment Advisory
Florida
$231M -$3.02M -1% 681
APSP
3435
Asset Planning Services (Pennsylvania)
Pennsylvania
$231M -$567K -0.2% 84
OCP
3436
Oakcliff Capital Partners
New York
$231M +$42.8M +23% 11
RP
3437
Rice Partnership
Hawaii
$230M +$35.5M +18% 100
NL
3438
NKCFO LLC
Illinois
$230M +$82.4M +56% 129
CCM
3439
Crossvault Capital Management
Texas
$230M +$14.6M +7% 73
HWM
3440
Holloway Wealth Management
Florida
$230M +$14.4M +7% 265
BWM
3441
BT Wealth Management
Georgia
$230M +$32.8M +17% 64
FFG
3442
Frisch Financial Group
New York
$230M +$18.1M +9% 108
DE
3443
Day & Ennis
Georgia
$230M +$27.3M +13% 103
HIP
3444
Harrell Investment Partners
Texas
$229M +$33M +17% 87
MRCP
3445
Manor Road Capital Partners
New York
$229M -$22.7M -9% 12
WAM
3446
Wilsey Asset Management
California
$229M -$12M -5% 24
SVG
3447
Sun Valley Gold
Idaho
$229M +$36.6M +19% 14
RRC
3448
Relaxing Retirement Coach
Massachusetts
$229M +$87M +61% 55
OCM
3449
Oakview Capital Management
Texas
$229M +$11M +5% 17
SC
3450
Scholtz & Company
Connecticut
$229M +$28.6M +14% 71