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
CWA
3526
Crusonia Wealth Advisors
Colorado
$484M +$30.1M +7% 197
OSNBOA
3527
Old Second National Bank of Aurora
Illinois
$484M -$16.1M -3% 294
MWM
3528
Mascoma Wealth Management
New Hampshire
$484M +$17.5M +4% 544
AW
3529
Avion Wealth
Texas
$484M +$7.19M +2% 1,678
LF
3530
Lantz Financial
Illinois
$484M +$9.79M +2% 258
MF
3531
Montis Financial
Massachusetts
$484M -$22.4M -4% 162
BAM
3532
BOCHK Asset Management
Hong Kong
$483M +$109M +29% 142
OCM
3533
OLP Capital Management
Hong Kong
$482M -$30.8M -6% 8
NWAG
3534
Net Worth Advisory Group
Utah
$482M -$12.2M -2% 481
BAG
3535
Bridgewealth Advisory Group
California
$482M +$29.2M +6% 136
MCM
3536
McRae Capital Management
New Jersey
$482M -$7.77M -2% 108
IG
3537
Ithaka Group
Virginia
$482M -$79.1M -14% 41
SDWIA
3538
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$482M -$2.43M -0.5% 177
EFA
3539
Evernest Financial Advisors
Indiana
$481M +$4.3M +0.9% 192
MAM
3540
Morse Asset Management
Connecticut
$481M -$19.2M -4% 432
NQWM
3541
Northwest Quadrant Wealth Management
Oregon
$481M -$2.39M -0.5% 72
TAA
3542
TB Alternative Assets
Cayman Islands
$481M -$130M -21% 66
HC
3543
Hourglass Capital
Texas
$480M +$16.8M +4% 166
BFA
3544
Benedict Financial Advisors
Georgia
$480M +$6.03M +1% 139
PFM
3545
Privium Fund Management
Netherlands
$480M -$62.8M -12% 64
FCM
3546
Firestone Capital Management
Florida
$480M +$8.88M +2% 172
DA
3547
Dash Acquisitions
California
$480M +$462K +0.1% 70
YLHM
3548
Yelin Lapidot Holdings Management
Israel
$480M -$18.9M -4% 88
LIM
3549
Longfellow Investment Management
Massachusetts
$480M +$36.5M +8% 287
RFWA
3550
RPg Family Wealth Advisory
Massachusetts
$479M +$24.3M +5% 146