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
3IP
4501
3Chopt Investment Partners
Virginia
$183M 266
CMU
4502
Carnegie Mellon University
Pennsylvania
$183M +$3.16M +2% 6
LCM
4503
LDR Capital Management
New York
$183M -$15.3M -8% 52
FPWM
4504
FSB Premier Wealth Management
Iowa
$183M +$11.5M +7% 150
BWA
4505
Bordeaux Wealth Advisors
California
$182M +$23.1M +15% 90
ACM
4506
Allred Capital Management
Texas
$182M +$21.9M +14% 159
RS
4507
Retirement Solution
Washington
$182M -$4.28M -2% 37
CCG
4508
Ceeto Capital Group
Florida
$182M +$7.5M +4% 164
BBWA
4509
Bell & Brown Wealth Advisors
California
$182M +$19.8M +12% 72
LC
4510
Landaas & Company
Wisconsin
$182M +$24.2M +15% 70
GMA
4511
Glassy Mountain Advisors
Maryland
$182M 227
SIP
4512
Stoneridge Investment Partners
Pennsylvania
$181M +$11.5M +7% 110
PHAM
4513
Palisades Hudson Asset Management
Florida
$181M +$16.2M +10% 103
OWA
4514
Opal Wealth Advisors
New York
$181M +$44.3M +32% 135
DFG
4515
Demars Financial Group
Washington
$181M +$13M +8% 77
WG
4516
Watchman Group
Texas
$181M +$22.1M +14% 78
LWA
4517
Lowe Wealth Advisors
Maryland
$181M +$11.1M +7% 369
RWM
4518
Reston Wealth Management
Virginia
$181M +$13.1M +8% 53
AAM
4519
Augustine Asset Management
Florida
$181M +$28.8M +19% 110
SHA
4520
Seneca House Advisors
Virginia
$181M +$46M +34% 87
SFG
4521
Snider Financial Group
Washington
$181M -$3.35M -2% 56
MRCM
4522
Mill Road Capital Management
Connecticut
$181M -$7.91M -4% 26
MPPLM
4523
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$181M +$13.1M +8% 126
SJL
4524
Shayne & Jacobs LLC
Tennessee
$180M +$21.5M +14% 36
SL
4525
SOF Ltd
Cayman Islands
$180M +$29.5M +20% 1