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
CFO
4526
Custos Family Office
Texas
$250M +$56.6M +29% 57
SRC
4527
Stone Run Capital
New York
$250M -$11.3M -4% 68
ACM
4528
Aubrey Capital Management
United Kingdom
$250M -$31.9M -11% 78
RWM
4529
Reston Wealth Management
Virginia
$250M +$3.83M +2% 54
AWM
4530
Accel Wealth Management
Iowa
$250M +$14.2M +6% 255
LCI
4531
L1 Capital International
Australia
$250M +$25M +11% 21
MC
4532
Mount Capital
United Kingdom
$250M +$12.4M +5% 18
RWM
4533
RBA Wealth Management
California
$250M +$2.79M +1% 94
JA
4534
JVL Associates
Michigan
$249M +$6.77M +3% 55
RCS
4535
Retirement Capital Strategies
California
$249M +$4.78M +2% 85
GL
4536
GHE LLC
Tennessee
$249M +$33M +15% 53
LEFP
4537
Leading Edge Financial Planning
Tennessee
$249M +$23.5M +10% 58
VW
4538
Veridan Wealth
Oregon
$249M 82
CPC
4539
Congress Park Capital
New York
$249M +$23M +10% 125
KA
4540
Kooman & Associates
Pennsylvania
$249M +$8.75M +4% 45
WOC
4541
West Oak Capital
California
$249M +$13.4M +6% 339
TPCM
4542
Two Point Capital Management
New York
$248M +$5.33M +2% 25
PWP
4543
Precedent Wealth Partners
Texas
$248M +$15.6M +7% 144
GTAM
4544
Global Trust Asset Management
Florida
$248M +$4.66M +2% 480
NFP
4545
Narus Financial Partners
Utah
$248M +$13.8M +6% 154
BWM
4546
Brown Wealth Management
Illinois
$248M +$6.3M +3% 98
BWCS
4547
Beirne Wealth Consulting Services
Connecticut
$248M +$12.2M +5% 103
IAM
4548
Infusive Asset Management
New York
$248M -$11.6M -4% 35
JGIA
4549
Jackson Grant Investment Advisers
Connecticut
$248M +$3.6M +1% 411
FMTCOCP
4550
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$248M +$3.82M +2% 445