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
Clarity Wealth Advisors
California
$454M +$48.5M +12% 102
MWM
3627
Mascoma Wealth Management
New Hampshire
$454M +$23M +5% 488
NFW
3628
Noble Family Wealth
Florida
$453M +$44.2M +11% 86
BRM
3629
Boston Research & Management
Massachusetts
$453M +$35M +8% 121
MFS
3630
Madrona Financial Services
Washington
$453M +$36.2M +9% 125
FTA
3631
Financial & Tax Architects
Missouri
$453M +$41.5M +10% 122
ACA
3632
Apis Capital Advisors
New York
$453M +$171M +61% 66
CRWM
3633
Castle Rock Wealth Management
California
$452M +$24.5M +6% 261
RGC
3634
Rubicon Global Capital
United Kingdom
$452M -$179M -28% 10
TCMV
3635
Technology Crossover Management VIII
California
$452M -$7.42M -2% 5
AA
3636
Ashford Advisors
New York
$452M +$20.6M +5% 21
LF
3637
Lantz Financial
Illinois
$452M +$50.7M +13% 251
VCM
3638
Verde Capital Management
Michigan
$451M +$46.1M +11% 73
MC
3639
Miramar Capital
Illinois
$451M +$28M +7% 62
JF
3640
JSF Financial
California
$451M +$30M +7% 139
IP
3641
Isthmus Partners
Wisconsin
$451M -$405M -47% 228
SFCL
3642
Strengthening Families & Communities LLC
Massachusetts
$450M +$271M +150% 739
BPIM
3643
Brant Point Investment Management
New York
$450M +$11.5M +3% 124
HSG
3644
Helen Stephens Group
Texas
$450M +$47.3M +12% 108
SWMG
3645
Sanchez Wealth Management Group
Florida
$450M +$35.6M +9% 51
RCI
3646
RS Crum Inc
California
$450M +$32.8M +8% 99
HPCM
3647
Hunter Perkins Capital Management
Illinois
$450M +$29.5M +7% 117
AWMG
3648
Alliance Wealth Management Group
New Jersey
$450M +$56.9M +14% 95
AIA
3649
AssuredPartners Investment Advisors
Florida
$449M +$40.3M +10% 289
CWM
3650
Centric Wealth Management
Illinois
$449M +$30.5M +7% 205