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
SFG
4126
Sunburst Financial Group
Alabama
$209M +$5.88M +3% 86
AIA
4127
AIMZ Investment Advisors
California
$209M -$34.7M -14% 116
CPWMP
4128
Cardinal Point Wealth Management Partners
California
$209M -$15.8M -7% 61
MRCM
4129
Mill Road Capital Management
Connecticut
$208M -$57.1M -22% 28
SFWC
4130
Strategic Family Wealth Counselors
New Jersey
$208M -$39.7M -16% 105
GCA
4131
Gradient Capital Advisors
California
$208M -$27.5M -12% 128
SI
4132
Sora Investors
Pennsylvania
$208M -$7.41M -3% 35
LIC
4133
Laurus Investment Counsel
Canada
$208M -$56.9M -21% 45
OPW
4134
Oxler Private Wealth
New York
$208M -$14M -6% 237
BA
4135
Bridge Advisory
California
$208M -$21.5M -9% 125
BDA
4136
Borer Denton & Associates
Pennsylvania
$207M -$30.7M -13% 53
HWC
4137
Hill Winds Capital
New York
$207M -$44.4M -18% 49
OFG
4138
Omega Financial Group
California
$207M -$23.6M -10% 82
CG
4139
Compass Group
New York
$207M -$77M -27% 21
TCA
4140
Teewinot Capital Advisers
New York
$207M -$130M -39% 24
TSA
4141
Tri-Star Advisors
Texas
$207M -$10.2M -5% 64
XS
4142
XR Securities
Illinois
$207M -$247M -54% 312
AC
4143
Arjuna Capital
North Carolina
$207M -$33.4M -14% 96
FA
4144
Forefront Analytics
Pennsylvania
$206M -$62.9M -23% 77
BCM
4145
Bienville Capital Management
New York
$206M +$5.29M +3% 154
LGA
4146
Lebenthal Global Advisors
New York
$206M -$28.5M -12% 155
OFG
4147
OTA Financial Group
New York
$206M +$53.3M +35% 149
WIM
4148
Warwick Investment Management
Texas
$206M -$23.4M -10% 59
SBF
4149
Sara-Bay Financial
Florida
$206M -$46.4M -18% 85
RHI
4150
Richmond Hill Investments
New York
$206M -$58.4M -22% 7