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
AIA
3476
Alera Investment Advisors
Illinois
$220M +$17.7M +9% 81
HIP
3477
Harrell Investment Partners
Texas
$219M 79
MWM
3478
Minot Wealth Management
Massachusetts
$219M 134
AIC
3479
Argus Investors Counsel
New York
$219M +$12.8M +6% 72
RPWA
3480
Regent Peak Wealth Advisors
Georgia
$219M 125
WCWM
3481
Willow Creek Wealth Management
California
$219M +$3.31M +2% 91
CPA
3482
Cowen Prime Advisors
New York
$219M +$25.5M +13% 182
OC
3483
Oarsman Capital
Wisconsin
$219M +$8.64M +4% 189
PM
3484
Prosight Management
Texas
$219M +$39.4M +22% 47
KI
3485
Kapitalo Investimentos
Brazil
$219M +$29.8M +16% 28
CCP
3486
Clifford Capital Partners
Utah
$219M +$11.3M +5% 34
MCCP
3487
Mission Creek Capital Partners
California
$219M 188
FAN
3488
Financial Advisors Network
California
$218M +$23.1M +12% 114
FP
3489
Factorial Partners
New York
$218M +$114M +110% 115
JSL
3490
JT Stratford LLC
Georgia
$218M +$40.5M +23% 174
IF
3491
Ironwood Financial
Arizona
$218M +$9.84M +5% 407
YWP
3492
YorkBridge Wealth Partners
New York
$218M +$19.7M +10% 188
OFW
3493
Omnia Family Wealth
Florida
$218M +$81.1M +59% 99
ACM
3494
Ativo Capital Management
Illinois
$218M +$13M +6% 114
MPEM
3495
Marathon Partners Equity Management
New York
$218M -$31M -12% 13
PS
3496
Portfolio Strategies
New York
$218M +$22.5M +12% 64
APG
3497
Abacus Planning Group
South Carolina
$218M +$15.9M +8% 187
CIP
3498
Capital Insight Partners
Arizona
$218M +$103M +90% 106
SFS
3499
Shaker Financial Services
Virginia
$218M +$21.5M +11% 172
SIAP
3500
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$218M +$21.9M +11% 467