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
PIA
3801
Peachtree Investment Advisors
Georgia
$147M +$8.47M +6% 76
LD
3802
Lipe & Dalton
New York
$147M +$10.6M +8% 72
ADMI
3803
Albert D. Mason Inc
Massachusetts
$146M +$8.02M +6% 142
CWP
3804
Capital Wealth Planning
Florida
$146M +$2.82M +2% 121
NPT
3805
Nixon Peabody Trust
Massachusetts
$146M +$17.3M +13% 77
SCA
3806
Sander Capital Advisors
Washington
$146M +$21.5M +17% 14
RWG
3807
Regal Wealth Group
California
$146M +$52.2M +56% 176
CC
3808
Caldera Capital
Texas
$146M +$8.8M +6% 22
APSI
3809
Asset Planning Services Inc
Louisiana
$146M +$6.93M +5% 37
BI
3810
Ballast Inc
Kentucky
$146M +$17.4M +14% 98
HT
3811
Hefren-Tillotson
Pennsylvania
$146M -$76.7M -34% 27
SAM
3812
Sequent Asset Management
Texas
$146M +$2.52M +2% 56
CAM
3813
Chandler Asset Management
California
$146M +$32.1M +28% 20
OCM
3814
Orleans Capital Management
Louisiana
$146M +$7.2M +5% 91
MSFP
3815
Mark Sheptoff Financial Planning
Connecticut
$146M +$10.6M +8% 393
AFS
3816
Access Financial Services
Minnesota
$146M +$3.69M +3% 69
CCG
3817
Ceeto Capital Group
Florida
$146M +$12.2M +9% 133
PFS
3818
Physicians Financial Services
North Carolina
$145M +$12M +9% 109
PWS
3819
Peloton Wealth Strategists
Indiana
$145M +$7.28M +5% 65
CRCM
3820
Crystal Rock Capital Management
Illinois
$145M +$5.09M +4% 31
CHA
3821
Cooper/Haims Advisors
New York
$145M +$9.96M +7% 61
PAM
3822
Peninsula Asset Management
Florida
$145M +$7.37M +5% 45
RHI
3823
Richmond Hill Investments
New York
$145M +$9.89M +7% 7
GSC
3824
G&S Capital
Colorado
$145M +$14.2M +11% 225
HWA
3825
Heritage Way Advisors
Illinois
$145M +$8.12M +6% 62