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
CFS
4526
CGC Financial Services
Oregon
$296M +$43.2M +17% 353
KA
4527
Kooman & Associates
Pennsylvania
$296M +$23.2M +9% 51
OFCM
4528
One Fin Capital Management
California
$296M +$91M +44% 24
VIA
4529
Virtus Investment Advisers
Connecticut
$296M -$72M -20% 512
BIP
4530
Bouvel Investment Partners
Pennsylvania
$296M +$29.7M +11% 99
LAM
4531
LOM Asset Management
$296M 252
HA
4532
Hamel Associates
New Jersey
$295M +$1.04M +0.4% 82
CWM
4533
Cedar Wealth Management
California
$295M +$14.2M +5% 238
PPH
4534
Pure Portfolios Holdings
Oregon
$295M +$23.1M +8% 107
CGFA
4535
Colton Groome Financial Advisors
North Carolina
$295M +$37.4M +15% 144
CA
4536
Centerpoint Advisors
Massachusetts
$295M +$24.2M +9% 448
SC
4537
Schiavi & Co
Delaware
$295M +$22.2M +8% 41
LPP
4538
Long Path Partners
Connecticut
$295M +$35.9M +14% 10
SPWM
4539
Straight Path Wealth Management
Michigan
$295M +$47.3M +19% 121
DC
4540
Defender Capital
North Carolina
$295M +$40.9M +16% 42
WIC
4541
Whitegate Investment Counselors
New Hampshire
$295M +$12.8M +5% 70
WOCP
4542
White Oak Capital Partners
Singapore
$294M +$49.5M +20% 17
GAG
4543
Goodman Advisory Group
Massachusetts
$294M -$33.7M -10% 209
HKIM
4544
Hayek Kallen Investment Management
Alabama
$294M +$22.5M +8% 98
BIC
4545
B&I Capital
Switzerland
$294M -$13.6M -4% 32
KFSC
4546
Keystone Financial Services (Colorado)
Colorado
$294M +$31.6M +12% 121
SCP
4547
Sivia Capital Partners
California
$294M +$79.6M +37% 464
CVA
4548
Central Valley Advisors
California
$294M +$29.8M +11% 143
XPN
4549
XY Planning Network
Montana
$294M +$144M +96% 174
FAFC
4550
First American Financial Corporation
California
$294M +$24.4M +9% 3