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
ADMI
3801
Albert D. Mason Inc
Massachusetts
$146M +$8.02M +6% 142
CWP
3802
Capital Wealth Planning
Florida
$146M +$2.82M +2% 121
NPT
3803
Nixon Peabody Trust
Massachusetts
$146M +$17.3M +13% 77
SCA
3804
Sander Capital Advisors
Washington
$146M +$21.5M +17% 14
RWG
3805
Regal Wealth Group
California
$146M +$52.2M +56% 176
CC
3806
Caldera Capital
Texas
$146M +$8.8M +6% 22
APSI
3807
Asset Planning Services Inc
Louisiana
$146M +$6.93M +5% 37
BI
3808
Ballast Inc
Kentucky
$146M +$17.4M +14% 98
HT
3809
Hefren-Tillotson
Pennsylvania
$146M -$76.7M -34% 27
SAM
3810
Sequent Asset Management
Texas
$146M +$2.52M +2% 56
CAM
3811
Chandler Asset Management
California
$146M +$32.1M +28% 20
OCM
3812
Orleans Capital Management
Louisiana
$146M +$7.2M +5% 91
MSFP
3813
Mark Sheptoff Financial Planning
Connecticut
$146M +$10.6M +8% 393
AFS
3814
Access Financial Services
Minnesota
$146M +$3.69M +3% 69
CCG
3815
Ceeto Capital Group
Florida
$146M +$12.2M +9% 133
PFS
3816
Physicians Financial Services
North Carolina
$145M +$12M +9% 109
PWS
3817
Peloton Wealth Strategists
Indiana
$145M +$7.28M +5% 65
CRCM
3818
Crystal Rock Capital Management
Illinois
$145M +$5.09M +4% 31
CHA
3819
Cooper/Haims Advisors
New York
$145M +$9.96M +7% 61
PAM
3820
Peninsula Asset Management
Florida
$145M +$7.37M +5% 45
RHI
3821
Richmond Hill Investments
New York
$145M +$9.89M +7% 7
GSC
3822
G&S Capital
Colorado
$145M +$14.2M +11% 225
HWA
3823
Heritage Way Advisors
Illinois
$145M +$8.12M +6% 62
PC
3824
Pecaut & Co
Iowa
$144M +$7.45M +5% 72
AIS
3825
Accurate Investment Solutions
Pennsylvania
$144M +$8.27M +6% 592