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
CMU
4501
Carnegie Mellon University
Pennsylvania
$183M +$3.16M +2% 6
LCM
4502
LDR Capital Management
New York
$183M -$15.3M -8% 52
FPWM
4503
FSB Premier Wealth Management
Iowa
$183M +$11.5M +7% 150
BWA
4504
Bordeaux Wealth Advisors
California
$182M +$23.1M +15% 90
ACM
4505
Allred Capital Management
Texas
$182M +$21.9M +14% 159
RS
4506
Retirement Solution
Washington
$182M -$4.28M -2% 37
CCG
4507
Ceeto Capital Group
Florida
$182M +$7.5M +4% 164
BBWA
4508
Bell & Brown Wealth Advisors
California
$182M +$19.8M +12% 72
LC
4509
Landaas & Company
Wisconsin
$182M +$24.2M +15% 70
GMA
4510
Glassy Mountain Advisors
Maryland
$182M 227
SIP
4511
Stoneridge Investment Partners
Pennsylvania
$181M +$11.5M +7% 110
PHAM
4512
Palisades Hudson Asset Management
Florida
$181M +$16.2M +10% 103
OWA
4513
Opal Wealth Advisors
New York
$181M +$44.3M +32% 135
DFG
4514
Demars Financial Group
Washington
$181M +$13M +8% 77
WG
4515
Watchman Group
Texas
$181M +$22.1M +14% 78
LWA
4516
Lowe Wealth Advisors
Maryland
$181M +$11.1M +7% 369
RWM
4517
Reston Wealth Management
Virginia
$181M +$13.1M +8% 53
AAM
4518
Augustine Asset Management
Florida
$181M +$28.8M +19% 110
SHA
4519
Seneca House Advisors
Virginia
$181M +$46M +34% 87
SFG
4520
Snider Financial Group
Washington
$181M -$3.35M -2% 56
MRCM
4521
Mill Road Capital Management
Connecticut
$181M -$7.91M -4% 26
MPPLM
4522
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$181M +$13.1M +8% 126
SJL
4523
Shayne & Jacobs LLC
Tennessee
$180M +$21.5M +14% 36
SL
4524
SOF Ltd
Cayman Islands
$180M +$29.5M +20% 1
SWA
4525
Strata Wealth Advisors
Texas
$180M 49