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
BAM
4451
Blueshift Asset Management
New Jersey
$274M -$129M -32% 538
WA
4452
Wilshire Advisors
California
$274M +$65.6M +32% 11
TAM
4453
Townsend Asset Management
North Carolina
$274M +$4.25M +2% 199
MWM
4454
Mindset Wealth Management
Indiana
$274M +$31.6M +13% 145
FCAM
4455
First Citizens Asset Management
North Carolina
$273M -$8.17M -3% 30
SWM
4456
Seaside Wealth Management
California
$273M +$8.68M +3% 62
ASI
4457
All-Stars Investment
Hong Kong
$273M +$29M +12% 3
OPAM
4458
Olympus Peak Asset Management
Connecticut
$273M +$5.98M +2% 1
CSWM
4459
Cassady Schiller Wealth Management
Ohio
$273M -$813K -0.3% 1,148
LFA
4460
Level Financial Advisors
New York
$273M +$10.5M +4% 81
CFP
4461
Cypress Financial Planning
New Jersey
$273M +$2.05M +0.8% 83
WIC
4462
WealthBridge Investment Counsel
Alberta, Canada
$272M -$9.19M -3% 47
BIP
4463
Blue Investment Partners
California
$272M +$29.9M +12% 54
SP
4464
Sequent Planning
Nebraska
$272M -$17.8M -6% 158
ROC
4465
Robertson Opportunity Capital
Texas
$272M +$13.6M +5% 30
GAM
4466
Grandview Asset Management
Pennsylvania
$272M +$97.9M +56% 122
IPW
4467
IronBridge Private Wealth
Texas
$272M +$4.74M +2% 55
DC
4468
Defender Capital
North Carolina
$272M -$29.2M -10% 42
SFP
4469
Sterling Financial Planning
New Jersey
$272M +$576K +0.2% 112
CCG
4470
Ceeto Capital Group
Florida
$272M +$3.78M +1% 183
VVVM4
4471
Viola Ventures VC Management 4
Israel
$271M +$612K +0.2% 6
PAA
4472
Peregrine Asset Advisers
Oregon
$271M -$19.4M -7% 197
EGP
4473
Emergence GP Partners
California
$271M +$11.6M +4% 4
ACGA
4474
Atlanta Consulting Group Advisors
Georgia
$271M -$132M -33% 236
WMR
4475
Wealth Management Resources
Rhode Island
$271M +$21.5M +9% 34