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
3626
Canvas Wealth Advisors
Kansas
$398M +$36.2M +10% 199
MWM
3627
Mascoma Wealth Management
New Hampshire
$398M -$3.57M -0.9% 538
RSS
3628
Rosenblum Silverman Sutton
California
$398M +$7.08M +2% 77
BL
3629
Bleichroeder LP
New York
$398M +$26.3M +7% 78
WCMN
3630
Westchester Capital Management (Nebraska)
Nebraska
$398M -$14.1M -3% 41
HWM
3631
Hemington Wealth Management
Virginia
$398M +$26.3M +7% 1,848
PTB
3632
Pioneer Trust Bank
Oregon
$397M +$6.24M +2% 80
CBA
3633
Coastal Bridge Advisors
Connecticut
$397M -$6.25M -2% 182
PC
3634
Peavine Capital
Nevada
$397M -$11.5M -3% 10
AA
3635
Auxano Advisors
Washington
$397M +$10.5M +3% 170
WFPG
3636
Waller Financial Planning Group
Ohio
$397M -$6.52M -2% 69
NL
3637
NVWM LLC
Pennsylvania
$396M +$3.5M +0.9% 718
AU
3638
Algebris (UK)
United Kingdom
$396M +$156M +65% 48
HI
3639
Humankind Investments
New York
$395M +$118M +43% 156
CP
3640
Caligan Partners
New York
$395M +$79.4M +25% 16
GLAM
3641
Gardner Lewis Asset Management
Pennsylvania
$395M +$41.8M +12% 89
IA
3642
IAM Advisory
Pennsylvania
$395M -$1.08M -0.3% 109
FIC
3643
Family Investment Center
Missouri
$394M -$3.85M -1% 93
BWA
3644
Burt Wealth Advisors
Maryland
$394M -$12.5M -3% 120
FF
3645
Francis Financial
$394M +$15.6M +4% 97
FSA
3646
Financial Security Advisor
Virginia
$394M -$7.7M -2% 126
SHIM
3647
Stone House Investment Management
Pennsylvania
$394M -$90.7M -19% 381
DCM
3648
DAFNA Capital Management
California
$393M -$29.9M -7% 90
FPB
3649
First PREMIER Bank
South Dakota
$393M -$8.33M -2% 421
FTA
3650
Financial & Tax Architects
Missouri
$393M +$3.61M +0.9% 107