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
CPA
4176
Capital Performance Advisors
California
$313M -$16.2M -5% 2,901
QPW
4177
Quantum Private Wealth
Florida
$313M +$17.3M +6% 196
RI
4178
Rinkey Investments
California
$313M +$3.54M +1% 98
WA
4179
Wambolt & Associates
Colorado
$313M -$53.4M -15% 202
HC
4180
Hara Capital
Washington
$313M +$152M +94% 318
BWM
4181
Buska Wealth Management
Wisconsin
$312M +$25.7M +9% 61
WPA
4182
WIT Partners Advisory
Singapore
$312M -$101M -24% 1
TJHA
4183
Thomas J. Herzfeld Advisors
Florida
$312M +$11.8M +4% 165
PCM
4184
Polymer Capital Management
New York
$312M 336
PP
4185
Prosperity Planning
Missouri
$312M -$3.54M -1% 106
BFWA
4186
Benchmark Financial Wealth Advisors
Florida
$312M +$12.1M +4% 111
AWM
4187
Abound Wealth Management
Tennessee
$312M +$10.6M +4% 1,362
SA
4188
Shilanski & Associates
Alaska
$312M +$3.92M +1% 115
BC
4189
Bruce & Co
Illinois
$311M -$32.2M -9% 42
SWA
4190
ShankerValleau Wealth Advisors
Illinois
$311M +$17.8M +6% 40
LL
4191
LPWM LLC
Minnesota
$311M +$5.89M +2% 81
CIC
4192
Chase Investment Counsel
Virginia
$311M +$11M +4% 151
MC
4193
Mirabaud & Cie
Switzerland
$311M -$33M -10% 63
CCG
4194
Cloverfields Capital Group
Minnesota
$311M +$1.6M +0.5% 99
DW
4195
Dodds Wealth
Colorado
$311M +$11M +4% 61
WWP
4196
WR Wealth Planners
Missouri
$311M -$48.5M -13% 1,211
BIA
4197
Barry Investment Advisors
Massachusetts
$311M -$16.3M -5% 118
KLCM
4198
KG&L Capital Management
Louisiana
$311M +$991K +0.3% 203
HA
4199
Hamel Associates
New Jersey
$311M -$16.6M -5% 77
TCM
4200
Thomist Capital Management
Texas
$311M -$85.5M -22% 54