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
LBA
4001
Lowell Blake & Associates
Massachusetts
$265M +$10.5M +4% 57
WIM
4002
Wittenberg Investment Management
Massachusetts
$265M -$10.2M -4% 85
AC
4003
AMS Capital
Brazil
$265M -$182M -41% 36
LIC
4004
Laurus Investment Counsel
Canada
$265M -$121M -31% 45
FA
4005
Fiducient Advisors
Illinois
$265M -$64.8M -20% 66
FTA
4006
Financial & Tax Architects
Missouri
$265M +$19.9M +8% 109
CFA
4007
CWS Financial Advisors
Michigan
$265M -$18.9M -7% 159
FL
4008
Fort LP
Maryland
$264M -$44.2M -14% 300
RHI
4009
Richmond Hill Investments
New York
$264M -$41.7M -14% 10
GPA
4010
Guidance Point Advisors
Massachusetts
$264M -$11.9M -4% 98
HCA
4011
Hyperion Capital Advisors
New York
$264M -$184M -41% 63
CPFP
4012
Clear Perspectives Financial Planning
Ohio
$264M +$16.5M +7% 253
OBWG
4013
Onyx Bridge Wealth Group
New York
$264M -$33.1M -11% 186
AFA
4014
Arlington Financial Advisors
California
$263M -$31.5M -11% 79
CFG
4015
Cooper Financial Group
California
$263M -$1.63M -0.6% 278
GGI
4016
Godsey & Gibb Inc
Virginia
$263M -$48.6M -16% 160
1M
4017
13D Management
New York
$263M +$2.06M +0.8% 35
LRIA
4018
Leonard Rickey Investment Advisors
Washington
$263M -$10.5M -4% 76
AWM
4019
Aprio Wealth Management
Georgia
$262M +$23.2M +10% 95
CCS
4020
Concentric Capital Strategies
Connecticut
$262M 136
QCI
4021
Quaker Capital Investments
Pennsylvania
$262M +$25.5M +11% 23
WC
4022
Wynnefield Capital
New York
$262M -$18.1M -6% 22
TEC
4023
Tiger Eye Capital
Tennessee
$262M -$101M -28% 60
PFS
4024
Physicians Financial Services
North Carolina
$262M -$8.47M -3% 120
CFO
4025
Collective Family Office
Pennsylvania
$262M +$7.75M +3% 201