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
AWM
3976
Aries Wealth Management
Maine
$310M +$29.9M +11% 215
CCM
3977
Cobalt Capital Management
New Jersey
$310M +$23M +8% 34
VIA
3978
Vickerman Investment Advisors
Washington
$310M +$16.7M +6% 64
CPA
3979
Court Place Advisors
Maryland
$310M +$5.76M +2% 167
S
3980
SimplyRich
California
$309M +$18.7M +6% 185
FC
3981
FCA Corp
Texas
$309M +$18.3M +6% 183
CFO
3982
Colony Family Offices
North Carolina
$309M +$19.9M +7% 74
FF
3983
Francis Financial
$309M +$76M +33% 70
IWMA
3984
Ironwood Wealth Management (Arizona)
Arizona
$308M +$8.7M +3% 45
BFW
3985
Brady Family Wealth
Missouri
$308M +$16.5M +6% 120
KFP
3986
Keystone Financial Planning
Ohio
$308M +$5.67M +2% 51
SLC
3987
Second Line Capital
Louisiana
$308M +$58.4M +23% 123
CFO
3988
Collective Family Office
Pennsylvania
$308M +$23.7M +8% 186
SCA
3989
St. Clair Advisors
Ohio
$308M +$17.8M +6% 82
V
3990
ValueWorks
New York
$308M +$13.4M +5% 33
GSAM
3991
Grant Street Asset Management
Pennsylvania
$308M +$25.4M +9% 69
KWS
3992
Keystone Wealth Services
California
$308M +$16M +5% 229
WMA
3993
West Michigan Advisors
Michigan
$308M +$43.8M +17% 184
LC
3994
Landaas & Company
Wisconsin
$307M +$37.9M +14% 90
GIP
3995
Gavilan Investment Partners
California
$307M +$38.1M +14% 13
HNW
3996
High Note Wealth
Minnesota
$307M +$41.3M +16% 97
FL
3997
Fourthstone LLC
Missouri
$307M -$187M -38% 66
B
3998
BetterWealth
California
$307M +$14.5M +5% 67
SF
3999
Safeguard Financial
Wisconsin
$307M +$42.8M +16% 86
BA
4000
Birinyi Associates
Connecticut
$307M +$25.2M +9% 60