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
FA
4001
Fiducient Advisors
Illinois
$265M -$64.8M -20% 66
FTA
4002
Financial & Tax Architects
Missouri
$265M +$19.9M +8% 109
CFA
4003
CWS Financial Advisors
Michigan
$265M -$18.9M -7% 159
FL
4004
Fort LP
Maryland
$264M -$44.2M -14% 300
RHI
4005
Richmond Hill Investments
New York
$264M -$41.7M -14% 10
GPA
4006
Guidance Point Advisors
Massachusetts
$264M -$11.9M -4% 98
HCA
4007
Hyperion Capital Advisors
New York
$264M -$184M -41% 63
CPFP
4008
Clear Perspectives Financial Planning
Ohio
$264M +$16.5M +7% 253
OBWG
4009
Onyx Bridge Wealth Group
New York
$264M -$33.1M -11% 186
AFA
4010
Arlington Financial Advisors
California
$263M -$31.5M -11% 79
CFG
4011
Cooper Financial Group
California
$263M -$1.63M -0.6% 278
GGI
4012
Godsey & Gibb Inc
Virginia
$263M -$48.6M -16% 160
1M
4013
13D Management
New York
$263M +$2.06M +0.8% 35
LRIA
4014
Leonard Rickey Investment Advisors
Washington
$263M -$10.5M -4% 76
AWM
4015
Aprio Wealth Management
Georgia
$262M +$23.2M +10% 95
CCS
4016
Concentric Capital Strategies
Connecticut
$262M 136
QCI
4017
Quaker Capital Investments
Pennsylvania
$262M +$25.5M +11% 23
WC
4018
Wynnefield Capital
New York
$262M -$18.1M -6% 22
TEC
4019
Tiger Eye Capital
Tennessee
$262M -$101M -28% 60
PFS
4020
Physicians Financial Services
North Carolina
$262M -$8.47M -3% 120
CFO
4021
Collective Family Office
Pennsylvania
$262M +$7.75M +3% 201
IVM
4022
InterWest Venture Management
California
$262M +$92.6M +55% 10
MG
4023
MilWealth Group
Wisconsin
$261M -$8.43M -3% 161
CNHF
4024
Conrad N. Hilton Foundation
California
$261M -$52.9M -17% 9
TCOO
4025
Trust Company of Oklahoma
Oklahoma
$261M -$34.7M -12% 127