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
WCAMG
4226
Woodard & Company Asset Management Group
North Carolina
$239M +$28.5M +14% 128
SCP
4227
Shorepoint Capital Partners
Massachusetts
$239M -$6.94M -3% 82
PWS
4228
Peloton Wealth Strategists
Indiana
$239M -$10.1M -4% 94
BSP
4229
Benefit Street Partners
New York
$239M -$62.7M -21% 48
KMWM
4230
Keudell/Morrison Wealth Management
Oregon
$239M -$13.8M -5% 199
BIA
4231
BHK Investment Advisors
Alabama
$239M -$14.4M -6% 63
CMU
4232
Carnegie Mellon University
Pennsylvania
$239M -$10.9M -4% 6
JAM
4233
Jacobs Asset Management
New York
$239M +$19.3M +9% 50
PA
4234
Paragon Advisors
Texas
$239M +$34.4M +17% 88
TDWM
4235
Topel & Distasi Wealth Management
California
$239M -$6.44M -3% 80
SCM
4236
Stamina Capital Management
New York
$239M +$12K +0% 31
PWSG
4237
Pacific Wealth Strategies Group
California
$239M -$48.5M -17% 89
CP
4238
CPV Partners
Connecticut
$239M -$6.88M -3% 7
SA
4239
Shilanski & Associates
Alaska
$238M +$3.56M +2% 140
MLFP
4240
MPS Loria Financial Planners
Illinois
$238M -$7.13M -3% 87
BDA
4241
Borer Denton & Associates
Pennsylvania
$238M 53
WFG
4242
Wills Financial Group
Virginia
$238M -$14.7M -6% 75
BCM
4243
Brightlight Capital Management
Connecticut
$238M -$11.9M -5% 13
FPOC
4244
Financial Planners of Cleveland
Ohio
$238M -$7.98M -3% 96
SRSA
4245
S.R. Schill & Associates
Washington
$238M -$13M -5% 80
SWMG
4246
Sanchez Wealth Management Group
Florida
$238M +$709K +0.3% 35
SHWM
4247
Smith & Howard Wealth Management
Georgia
$238M +$16.8M +8% 72
JGIA
4248
Jackson Grant Investment Advisers
Connecticut
$238M +$41.5M +21% 357
CPA
4249
Cowen Prime Advisors
New York
$238M -$56.4M -19% 183
OIA
4250
Optimum Investment Advisors
Illinois
$237M -$19.5M -8% 920