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
MSIIA
3426
Morgan Stanley Institutional Investment Advisors
Colorado
$437M -$8.32M -2% 3
CAM
3427
Creekmur Asset Management
Illinois
$437M +$11.3M +3% 1,064
CWM
3428
CMH Wealth Management
New Hampshire
$437M +$11.5M +3% 54
NAMP
3429
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$436M -$75.1K -0% 145
JWM
3430
JFG Wealth Management
Colorado
$436M +$71.8M +20% 98
CF
3431
Corrigan Financial
Rhode Island
$436M +$152K +0% 44
DI
3432
Diligent Investors
California
$436M +$5.09M +1% 375
PRCP
3433
Pacific Ridge Capital Partners
Oregon
$436M +$13.7M +3% 146
SFG
3434
Sovereign Financial Group
Connecticut
$436M +$7.75M +2% 296
NI
3435
Naria Inc
Bahamas
$435M 1
SPC
3436
Stony Point Capital
New York
$435M +$16.5M +4% 40
AWAM
3437
Appian Way Asset Management
New York
$435M -$9.8M -2% 46
PPW
3438
Presilium Private Wealth
Pennsylvania
$435M +$675K +0.2% 77
PFA
3439
Pathway Financial Advisors
Vermont
$435M +$45M +12% 172
FCA
3440
FLC Capital Advisors
California
$435M +$1.1M +0.3% 185
SPP
3441
Single Point Partners
Massachusetts
$434M +$372M +592% 84
LRIA
3442
Leonard Rickey Investment Advisors
Washington
$434M -$6.35M -1% 112
CCP
3443
Camelot Capital Partners
California
$434M +$40.1M +10% 3
BOCH
3444
Blue Owl Capital Holdings
New York
$434M -$81.8M -16% 147
TCWA
3445
Turtle Creek Wealth Advisors
Texas
$433M -$65.3M -13% 175
DW30
3446
Drucker Wealth 3.0
New Jersey
$433M +$17.3M +4% 161
SAS
3447
SMI Advisory Services
Indiana
$433M -$18.3M -4% 60
EWM
3448
Essex Woodlands Management
Texas
$433M +$82.8M +24% 7
DL
3449
DOHJ LLC
Washington
$433M +$3.98M +0.9% 147
AA
3450
Ashford Advisors
New York
$433M +$2.99M +0.7% 15