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
3726
Cornerstone Wealth Advisors
Minnesota
$258M +$4.62M +2% 45
AC
3727
AlphaCore Capital
California
$258M +$37.8M +17% 185
AIC
3728
Archer Investment Corporation
Indiana
$258M +$20.4M +9% 880
RWA
3729
Redhawk Wealth Advisors
Minnesota
$258M +$21.5M +9% 208
MFGM
3730
Marshall Financial Group (Maryland)
Maryland
$258M +$20.7M +9% 203
HNWAG
3731
High Net Worth Advisory Group
Florida
$257M +$23.3M +10% 718
RL
3732
RPO LLC
Connecticut
$257M -$126M -33% 279
CIAS
3733
CBIZ Investment Advisory Services
Ohio
$257M +$157M +158% 34
CWM
3734
Chemistry Wealth Management
New York
$257M +$3.51M +1% 145
CWAG
3735
Compton Wealth Advisory Group
Virginia
$257M +$21.4M +9% 94
DDSF
3736
Diana Davis Spencer Foundation
Maryland
$256M +$3.16M +1% 3
VPP
3737
Vertex Planning Partners
Illinois
$256M 140
IWM
3738
Integris Wealth Management
California
$256M 78
HIP
3739
HUB Investment Partners
Texas
$256M -$74.4M -22% 197
WPC
3740
White Pine Capital
Minnesota
$256M +$16M +7% 210
BCC
3741
Bain Capital Credit
Massachusetts
$256M -$31.2M -11% 10
MCM
3742
Morton Capital Management
California
$256M +$36.5M +17% 90
BCCM
3743
Bridge Creek Capital Management
Massachusetts
$256M +$23.7M +10% 102
KIC
3744
Keating Investment Counselors
Florida
$255M +$32.2M +14% 80
HCM
3745
Hillman Capital Management
Maryland
$255M +$13.6M +6% 53
WKWM
3746
Walter & Keenan Wealth Management
Indiana
$255M +$18.7M +8% 150
D
3747
Diversified
Delaware
$254M +$55.9M +28% 162
HIP
3748
Harrell Investment Partners
Texas
$254M +$15.1M +6% 99
WWP
3749
Waypoint Wealth Partners
California
$254M +$17.2M +7% 72
PFM
3750
Peak Financial Management
Massachusetts
$254M +$14.4M +6% 73