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
CBTWT
3451
Community Bank & Trust (Waco, Texas)
Texas
$333M +$18.9M +6% 143
RW
3452
REDW Wealth
New Mexico
$333M +$19.5M +6% 152
IP
3453
Intellectus Partners
California
$333M +$16.5M +5% 283
AA
3454
Ashford Advisors
New York
$333M +$25.3M +8% 16
GPWA
3455
Great Point Wealth Advisors
Massachusetts
$333M +$17.2M +5% 62
EDRIA
3456
Edmonds Duncan Registered Investment Advisors
Kansas
$333M +$9.62M +3% 153
CG
3457
Cynosure Group
Utah
$333M +$266M +403% 128
HIG
3458
Herr Investment Group
Texas
$332M -$70.7M -18% 56
RRC
3459
Relaxing Retirement Coach
Massachusetts
$332M +$32.1M +11% 76
CPCM
3460
Cardinal Point Capital Management
Ontario, Canada
$332M +$3.12M +0.9% 90
LA
3461
LexAurum Advisors
Kansas
$332M +$30.8M +10% 281
AWP
3462
Abacus Wealth Partners
California
$332M +$29.8M +10% 91
ARAM
3463
Ardmore Road Asset Management
New York
$332M +$109M +49% 41
DWA
3464
Dorsey Wright & Associates
California
$332M +$2.25M +0.7% 370
BWA
3465
Burt Wealth Advisors
Maryland
$332M +$10.1M +3% 110
ECM
3466
Elgethun Capital Management
South Dakota
$332M +$15.8M +5% 160
FBIL
3467
First Beijing Investment Ltd
Hong Kong
$331M 8
CSC
3468
Cook Street Consulting
Colorado
$331M -$4.54M -1% 2
CWM
3469
Compass Wealth Management
Connecticut
$331M +$16.4M +5% 435
PAMI
3470
Perseverance Asset Management International
Cayman Islands
$331M +$29.2M +10% 16
UF
3471
Univest Financial
Pennsylvania
$331M +$10.2M +3% 123
AGC
3472
Angelo Gordon & Co
New York
$330M -$19.5M -6% 122
MCM
3473
Monarch Capital Management
Indiana
$330M +$3.99M +1% 113
IFS
3474
Ifrah Financial Services
Arkansas
$330M +$14.4M +5% 215
EC
3475
Edenbrook Capital
New York
$329M +$57.4M +21% 13