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
3526
Concentric Wealth Management
California
$302M +$9.42M +3% 122
AWP
3527
Abacus Wealth Partners
California
$302M +$21.2M +8% 98
PA
3528
Parkside Advisors
California
$302M +$16.4M +6% 86
MWM
3529
MinichMacGregor Wealth Management
New York
$302M +$25.1M +9% 705
RF
3530
Rollins Financial
Georgia
$302M +$38.4M +15% 135
MWM
3531
Mattern Wealth Management
Kansas
$302M +$54.7M +22% 178
FIBT
3532
First International Bank & Trust
North Dakota
$302M +$8.23M +3% 95
BIC
3533
B&I Capital
Switzerland
$302M +$16.9M +6% 28
PDIP
3534
Palo Duro Investment Partners
Illinois
$302M 8
PAMI
3535
Perseverance Asset Management International
Cayman Islands
$302M +$78.9M +35% 19
SCP
3536
Steamboat Capital Partners
New York
$302M +$55.2M +22% 43
FVCM
3537
F&V Capital Management
Florida
$301M +$1.17M +0.4% 57
LA
3538
LexAurum Advisors
Kansas
$301M +$22M +8% 271
APC
3539
Aspire Private Capital
North Carolina
$301M +$22.7M +8% 699
SHCM
3540
Silver Heights Capital Management
Ontario, Canada
$301M +$32.5M +12% 5
NI
3541
Nepsis Inc
Minnesota
$301M +$1.94M +0.6% 31
VAS
3542
Valicenti Advisory Services
New York
$300M +$25.7M +9% 77
RRC
3543
Relaxing Retirement Coach
Massachusetts
$300M +$30.2M +11% 70
SFG
3544
Steward Financial Group
Texas
$300M +$100M +50% 984
MJP
3545
Michael J. Puzo
$300M +$22.8M +8% 78
SAM
3546
Secure Asset Management
Michigan
$300M +$21.4M +8% 214
CG
3547
Compass Group
New York
$299M -$3.17M -1% 15
HLA
3548
Hamilton Lane Advisors
Pennsylvania
$299M +$22.6M +8% 74
RGC
3549
Roberts, Glore & Co
Illinois
$299M +$11.2M +4% 201
DAL
3550
Delta Air Lines
Georgia
$299M -$20.3M -6% 5