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
CT
4201
Clearstead Trust
Maine
$125M +$5.42M +5% 211
CA
4202
Centerpoint Advisors
Massachusetts
$125M +$7.35M +6% 283
CGFA
4203
Colton Groome Financial Advisors
North Carolina
$125M 48
FWM
4204
Foresight Wealth Management
Utah
$125M +$13.1M +12% 102
ACM
4205
AUA Capital Management
Pennsylvania
$125M +$4.56M +4% 189
TFGT
4206
TS Financial Group (TSFG)
Illinois
$125M +$7.04M +6% 833
JWS
4207
Juncture Wealth Strategies
Arizona
$124M -$5.04M -4% 133
DFAM
4208
Deep Field Asset Management
California
$124M -$2.39M -2% 21
MA
4209
MONECO Advisors
Connecticut
$124M +$844K +0.7% 140
THWM
4210
Taylor Hoffman Wealth Management
Virginia
$124M -$10.6M -8% 427
9WM
4211
9258 Wealth Management
Ohio
$124M +$6.44M +5% 198
ERM
4212
Elm Ridge Management
New York
$124M -$10.4M -8% 34
DACG
4213
Donor Advised Charitable Giving
California
$124M +$4.78M +4% 56
NWM
4214
Northwest Wealth Management
Iowa
$124M -$8.71M -7% 544
GP
4215
Geneva Partners
Wisconsin
$124M +$6.53M +6% 73
GPWA
4216
Great Point Wealth Advisors
Massachusetts
$124M +$6.06M +5% 45
FFC
4217
First Financial Corp
Indiana
$124M -$10.1M -8% 325
GCM
4218
GoodHaven Capital Management
New Jersey
$124M +$588K +0.5% 23
HA
4219
Harborview Advisors
Maine
$124M +$8.22M +7% 87
DC
4220
Defender Capital
North Carolina
$124M -$1.43M -1% 16
SA
4221
Shilanski & Associates
Alaska
$123M 91
WIA
4222
Westbourne Investment Advisors
Maryland
$123M -$7.22M -6% 99
RCA
4223
Rex Capital Advisors
Rhode Island
$123M +$3.2M +3% 17
OCA
4224
Otter Creek Advisors
Florida
$123M +$1.16M +1% 72
WC
4225
Weil Company
California
$123M +$3.57M +3% 110