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
CA
4526
Centerpoint Advisors
Massachusetts
$295M +$24.2M +9% 448
SC
4527
Schiavi & Co
Delaware
$295M +$22.2M +8% 41
LPP
4528
Long Path Partners
Connecticut
$295M +$35.9M +14% 10
SPWM
4529
Straight Path Wealth Management
Michigan
$295M +$47.3M +19% 121
DC
4530
Defender Capital
North Carolina
$295M +$40.9M +16% 42
WIC
4531
Whitegate Investment Counselors
New Hampshire
$295M +$12.8M +5% 70
WOCP
4532
White Oak Capital Partners
Singapore
$294M +$49.5M +20% 17
GAG
4533
Goodman Advisory Group
Massachusetts
$294M -$33.7M -10% 209
HKIM
4534
Hayek Kallen Investment Management
Alabama
$294M +$22.5M +8% 98
BIC
4535
B&I Capital
Switzerland
$294M -$13.6M -4% 32
KFSC
4536
Keystone Financial Services (Colorado)
Colorado
$294M +$31.6M +12% 121
SCP
4537
Sivia Capital Partners
California
$294M +$79.6M +37% 464
CVA
4538
Central Valley Advisors
California
$294M +$29.8M +11% 143
XPN
4539
XY Planning Network
Montana
$294M +$144M +96% 174
FAFC
4540
First American Financial Corporation
California
$294M +$24.4M +9% 3
ACM
4541
Aurdan Capital Management
Pennsylvania
$294M +$28.1M +11% 92
SWM
4542
Sterling Wealth Management
Illinois
$293M 110
APW
4543
Acima Private Wealth
Virginia
$293M +$14.8M +5% 187
SCPM
4544
Sea Cliff Partners Management
California
$293M +$15M +5% 18
ACG
4545
Arch Capital Group
Bermuda
$293M -$65.3M -18% 4
IPW
4546
Intergy Private Wealth
Colorado
$293M +$30.1M +11% 104
WMR
4547
Wealth Management Resources
Rhode Island
$293M +$17.3M +6% 34
PIC
4548
PCJ Investment Counsel
Ontario, Canada
$293M +$37.1M +14% 75
THCM
4549
Taylor Hoffman Capital Management
Virginia
$293M +$22.8M +8% 119
HGA
4550
Hobbs Group Advisors
South Carolina
$292M +$29.4M +11% 165