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
CWM
4501
Chesapeake Wealth Management
Virginia
$326M -$10M -3% 168
BWAM
4502
Boyd Watterson Asset Management
Ohio
$326M -$20.8M -6% 425
VSI
4503
Verde Servicos Internacionais
Brazil
$326M +$14.2M +5% 49
SFMG
4504
Sage Financial Management Group
Virginia
$325M -$2.03M -0.6% 59
KL
4505
Knox Lane
California
$325M $0 0% 1
WG
4506
Wellington Group
Indiana
$325M +$24.2M +8% 458
THCM
4507
Taylor Hoffman Capital Management
Virginia
$325M -$4.63M -1% 120
WCM
4508
Westerly Capital Management
California
$324M -$7.97M -2% 45
OFA
4509
Oak Family Advisors
Illinois
$324M -$1.94M -0.6% 110
2L
4510
25 LLC
Missouri
$324M +$9.32M +3% 74
OAP
4511
One Advisory Partners
Kansas
$324M -$7.19M -2% 79
MFA
4512
Morling Financial Advisors
California
$324M +$7.29M +2% 113
GREM
4513
Grey Rock Energy Management
Texas
$324M +$64.7M +25% 1
AC
4514
Athos Capital
Hong Kong
$324M +$75.5M +30% 50
ITIM
4515
Indiana Trust & Investment Management
Indiana
$324M -$15.3M -4% 510
QPW
4516
Quantum Private Wealth
Florida
$324M -$18.7M -5% 180
CWM
4517
Cherrydale Wealth Management
New Jersey
$324M -$5.79M -2% 83
FAL
4518
Focused Alpha LLC
Colorado
$324M -$16.7M -5% 273
AIA
4519
AIMZ Investment Advisors
California
$324M -$26M -7% 143
SJL
4520
Shayne & Jacobs LLC
Tennessee
$324M -$6.74M -2% 98
BOS
4521
Bank of Stockton
California
$323M -$25.9M -7% 147
UOC
4522
University of Chicago
Illinois
$323M +$117M +56% 14
WAOI
4523
Wealth Advisors of Iowa
Iowa
$323M +$18.7M +6% 94
GIM
4524
Gold Investment Management
Alberta, Canada
$323M +$9.65M +3% 205
TM
4525
Tikvah Management
North Carolina
$323M -$51.5M -14% 23