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
APW
4426
Aurora Private Wealth
New Jersey
$231M -$15.8M -6% 237
SEEDPG
4427
S.E.E.D. Planning Group
New York
$230M +$18.5M +9% 100
CBOR
4428
Community Bank of Raymore
Missouri
$230M -$103M -31% 73
FA
4429
Fountainhead AM
New Jersey
$230M +$23.6M +11% 82
CAGAS
4430
Capital Advisory Group Advisory Services
Minnesota
$230M -$45.5M -17% 560
EHWM
4431
Eads & Heald Wealth Management
Georgia
$230M +$23M +11% 148
WTFG
4432
Wells Trecaso Financial Group
Ohio
$230M +$20.3M +10% 90
MCM
4433
Moerus Capital Management
New York
$230M +$14.2M +7% 13
WAAG
4434
Wealth Alliance Advisory Group
Kansas
$230M +$26M +13% 172
AWMT
4435
AAFMAA Wealth Management & Trust
North Carolina
$230M +$18.9M +9% 71
TA
4436
TFG Advisers
Michigan
$229M +$22.9M +11% 206
AC
4437
AlphaCore Capital
California
$229M +$32.1M +16% 142
LAM
4438
Lapides Asset Management
Connecticut
$229M -$11.9M -5% 86
HCM
4439
HMS Capital Management
Tennessee
$229M +$17.3M +8% 122
IWMA
4440
Ironwood Wealth Management (Arizona)
Arizona
$229M +$16.9M +8% 53
PIC
4441
Portland Investment Counsel
Ontario, Canada
$229M +$9.84M +4% 39
KA
4442
Kercheville Advisors
Texas
$229M +$18.1M +9% 127
AVAI
4443
Atlas Venture Associates IX
Massachusetts
$229M -$71.8M -24% 7
RG
4444
Retirement Group
California
$229M +$11.6M +5% 780
T2I
4445
Turim 21 Investimentos
Brazil
$229M +$12.7M +6% 117
SI
4446
SimpliFi Inc
California
$229M +$6.26M +3% 33
LPWM
4447
Lake Point Wealth Management
Texas
$229M +$11.9M +5% 507
GAAM
4448
Guinness Atkinson Asset Management
California
$229M +$13.7M +6% 95
KFO
4449
Kopp Family Office
Minnesota
$229M -$23.2M -9% 14
VAG
4450
VisionPoint Advisory Group
Texas
$229M +$4.5M +2% 111