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
WIM
4001
Wittenberg Investment Management
Massachusetts
$265M -$10.2M -4% 85
AC
4002
AMS Capital
Brazil
$265M -$182M -41% 36
LIC
4003
Laurus Investment Counsel
Canada
$265M -$121M -31% 45
FA
4004
Fiducient Advisors
Illinois
$265M -$64.8M -20% 66
FTA
4005
Financial & Tax Architects
Missouri
$265M +$19.9M +8% 109
CFA
4006
CWS Financial Advisors
Michigan
$265M -$18.9M -7% 159
FL
4007
Fort LP
Maryland
$264M -$44.2M -14% 300
RHI
4008
Richmond Hill Investments
New York
$264M -$41.7M -14% 10
GPA
4009
Guidance Point Advisors
Massachusetts
$264M -$11.9M -4% 98
HCA
4010
Hyperion Capital Advisors
New York
$264M -$184M -41% 63
CPFP
4011
Clear Perspectives Financial Planning
Ohio
$264M +$16.5M +7% 253
OBWG
4012
Onyx Bridge Wealth Group
New York
$264M -$33.1M -11% 186
AFA
4013
Arlington Financial Advisors
California
$263M -$31.5M -11% 79
CFG
4014
Cooper Financial Group
California
$263M -$1.63M -0.6% 278
GGI
4015
Godsey & Gibb Inc
Virginia
$263M -$48.6M -16% 160
1M
4016
13D Management
New York
$263M +$2.06M +0.8% 35
LRIA
4017
Leonard Rickey Investment Advisors
Washington
$263M -$10.5M -4% 76
AWM
4018
Aprio Wealth Management
Georgia
$262M +$23.2M +10% 95
CCS
4019
Concentric Capital Strategies
Connecticut
$262M 136
QCI
4020
Quaker Capital Investments
Pennsylvania
$262M +$25.5M +11% 23
WC
4021
Wynnefield Capital
New York
$262M -$18.1M -6% 22
PFS
4022
Physicians Financial Services
North Carolina
$262M -$8.47M -3% 120
TEC
4023
Tiger Eye Capital
Tennessee
$262M -$101M -28% 60
CFO
4024
Collective Family Office
Pennsylvania
$262M +$7.75M +3% 201
IVM
4025
InterWest Venture Management
California
$262M +$92.6M +55% 10