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
CAS
4151
Coppell Advisory Solutions
Texas
$198M 155
CCMU
4152
Cheyne Capital Management (UK)
United Kingdom
$198M -$4.89M -2% 110
ACM
4153
Aljian Capital Management
Nevada
$197M +$19.1M +11% 51
CM
4154
CoreCommodity Management
Connecticut
$197M +$74.9M +61% 156
LWA
4155
Lowe Wealth Advisors
Maryland
$197M +$16.7M +9% 295
CPWM
4156
Cardinal Point Wealth Management
California
$197M 32
CW
4157
Cabot-Wellington
Massachusetts
$197M +$38.6M +24% 17
PGDP
4158
Pragma Gestao de Patrimonio
Brazil
$197M +$27.7M +16% 18
HCM
4159
HMS Capital Management
Tennessee
$196M +$15.5M +9% 116
LFS
4160
Legacy Financial Strategies
Kansas
$196M +$22.5M +13% 65
SC
4161
Sawyer & Company
Massachusetts
$196M +$28M +17% 172
BI
4162
Ballast Inc
Kentucky
$196M +$21.1M +12% 99
JGIA
4163
Jackson Grant Investment Advisers
Connecticut
$196M +$29.7M +18% 341
THWM
4164
Taylor Hoffman Wealth Management
Virginia
$196M +$26M +15% 121
AEPV
4165
AH Equity Partners V
California
$196M 1
OPTFSNA
4166
Old Point Trust & Financial Services N A
Virginia
$195M +$13.6M +7% 66
HW
4167
Hamilton Wealth
California
$195M +$16.7M +9% 59
FRA
4168
Front Row Advisors
California
$195M +$6.15M +3% 940
AFWM
4169
AMJ Financial Wealth Management
Virginia
$195M +$25.2M +15% 82
SC
4170
Shay Capital
New York
$195M 230
BCP
4171
Berkeley Capital Partners
Georgia
$195M +$31.4M +19% 124
MFM
4172
Mirsky Financial Management
New York
$194M +$17.6M +10% 39
JFG
4173
Jefferies Financial Group
New York
$194M +$53.6M +38% 10
HIS
4174
Harvest Investment Services
Illinois
$194M +$19.8M +11% 257
CCC
4175
Chelsea Counsel Company
California
$194M +$25.1M +15% 94