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
CCC
4426
Chelsea Counsel Company
California
$231M +$11.1M +5% 103
HP
4427
Holowesko Partners
Bahamas
$231M -$22.1M -9% 32
DA
4428
Dash Acquisitions
California
$231M +$38.8M +20% 40
CPWMP
4429
Cardinal Point Wealth Management Partners
California
$231M 49
APW
4430
Aurora Private Wealth
New Jersey
$231M -$15.8M -6% 237
SEEDPG
4431
S.E.E.D. Planning Group
New York
$230M +$18.5M +9% 100
CBOR
4432
Community Bank of Raymore
Missouri
$230M -$103M -31% 73
FA
4433
Fountainhead AM
New Jersey
$230M +$23.6M +11% 82
CAGAS
4434
Capital Advisory Group Advisory Services
Minnesota
$230M -$45.5M -17% 560
EHWM
4435
Eads & Heald Wealth Management
Georgia
$230M +$23M +11% 148
WTFG
4436
Wells Trecaso Financial Group
Ohio
$230M +$20.3M +10% 90
MCM
4437
Moerus Capital Management
New York
$230M +$14.2M +7% 13
WAAG
4438
Wealth Alliance Advisory Group
Kansas
$230M +$26M +13% 172
AWMT
4439
AAFMAA Wealth Management & Trust
North Carolina
$230M +$18.9M +9% 71
TA
4440
TFG Advisers
Michigan
$229M +$22.9M +11% 206
AC
4441
AlphaCore Capital
California
$229M +$32.1M +16% 142
LAM
4442
Lapides Asset Management
Connecticut
$229M -$11.9M -5% 86
HCM
4443
HMS Capital Management
Tennessee
$229M +$17.3M +8% 122
IWMA
4444
Ironwood Wealth Management (Arizona)
Arizona
$229M +$16.9M +8% 53
PIC
4445
Portland Investment Counsel
Ontario, Canada
$229M +$9.84M +4% 39
KA
4446
Kercheville Advisors
Texas
$229M +$18.1M +9% 127
AVAI
4447
Atlas Venture Associates IX
Massachusetts
$229M -$71.8M -24% 7
RG
4448
Retirement Group
California
$229M +$11.6M +5% 780
T2I
4449
Turim 21 Investimentos
Brazil
$229M +$12.7M +6% 117
SI
4450
SimpliFi Inc
California
$229M +$6.26M +3% 33