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
BIP
4526
Bouvel Investment Partners
Pennsylvania
$296M +$29.7M +11% 99
LAM
4527
LOM Asset Management
$296M 252
HA
4528
Hamel Associates
New Jersey
$295M +$1.04M +0.4% 82
CWM
4529
Cedar Wealth Management
California
$295M +$14.2M +5% 238
PPH
4530
Pure Portfolios Holdings
Oregon
$295M +$23.1M +8% 107
CGFA
4531
Colton Groome Financial Advisors
North Carolina
$295M +$37.4M +15% 144
CA
4532
Centerpoint Advisors
Massachusetts
$295M +$24.2M +9% 448
SC
4533
Schiavi & Co
Delaware
$295M +$22.2M +8% 41
LPP
4534
Long Path Partners
Connecticut
$295M +$35.9M +14% 10
SPWM
4535
Straight Path Wealth Management
Michigan
$295M +$47.3M +19% 121
DC
4536
Defender Capital
North Carolina
$295M +$40.9M +16% 42
WIC
4537
Whitegate Investment Counselors
New Hampshire
$295M +$12.8M +5% 70
WOCP
4538
White Oak Capital Partners
Singapore
$294M +$49.5M +20% 17
GAG
4539
Goodman Advisory Group
Massachusetts
$294M -$33.7M -10% 209
HKIM
4540
Hayek Kallen Investment Management
Alabama
$294M +$22.5M +8% 98
BIC
4541
B&I Capital
Switzerland
$294M -$13.6M -4% 32
KFSC
4542
Keystone Financial Services (Colorado)
Colorado
$294M +$31.6M +12% 121
SCP
4543
Sivia Capital Partners
California
$294M +$79.6M +37% 464
CVA
4544
Central Valley Advisors
California
$294M +$29.8M +11% 143
XPN
4545
XY Planning Network
Montana
$294M +$144M +96% 174
FAFC
4546
First American Financial Corporation
California
$294M +$24.4M +9% 3
ACM
4547
Aurdan Capital Management
Pennsylvania
$294M +$28.1M +11% 92
SWM
4548
Sterling Wealth Management
Illinois
$293M 110
APW
4549
Acima Private Wealth
Virginia
$293M +$14.8M +5% 187
SCPM
4550
Sea Cliff Partners Management
California
$293M +$15M +5% 18