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
RIA
4201
Recurrent Investment Advisors
Texas
$248M +$20.2M +9% 42
CP
4202
Camelot Portfolios
Ohio
$248M +$53.1M +27% 268
VIA
4203
Vickerman Investment Advisors
Washington
$248M -$2.38M -1% 83
EM
4204
Excalibur Management
Massachusetts
$248M +$19.5M +9% 170
CWM
4205
Cedar Wealth Management
California
$248M +$22.7M +10% 376
CPFP
4206
Clear Perspectives Financial Planning
Ohio
$247M +$26.6M +12% 239
LGA
4207
Lebenthal Global Advisors
New York
$247M +$88.1M +55% 187
HRC
4208
Hoertkorn Richard Charles
$247M +$24.5M +11% 83
SAM
4209
Secure Asset Management
Michigan
$247M +$44.2M +22% 222
HAC
4210
Harbor Advisory Corp
New Hampshire
$247M +$16.1M +7% 85
KWS
4211
Keystone Wealth Services
California
$246M 171
SCP
4212
Shorepoint Capital Partners
Massachusetts
$246M +$23.8M +11% 81
CGFA
4213
Colton Groome Financial Advisors
North Carolina
$246M +$16.2M +7% 112
CFG
4214
Compton Financial Group
Maryland
$246M +$11.3M +5% 33
FPOC
4215
Financial Planners of Cleveland
Ohio
$246M 87
PAA
4216
Peregrine Asset Advisers
Oregon
$246M +$50M +26% 160
GAMC
4217
Garner Asset Management Corp
Texas
$246M +$24.5M +11% 176
PA
4218
PSI Advisors
Florida
$246M +$28.1M +13% 835
TOTUOP
4219
Trustees of The University of Pennsylvania
Pennsylvania
$246M 5
UWM
4220
USAdvisors Wealth Management
Minnesota
$246M +$14.7M +6% 136
FF
4221
Fluent Financial
Texas
$246M +$11.1M +5% 66
KSCM
4222
Key Square Capital Management
Connecticut
$245M -$26.5M -10% 33
NCM
4223
Neumann Capital Management
California
$245M +$22.7M +10% 92
DFA
4224
Delta Financial Advisors
Louisiana
$245M +$20.8M +9% 119
CP
4225
CPV Partners
Connecticut
$245M +$45.2M +23% 6