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
CRI
4526
Commonwealth Retirement Investments
Virginia
$323M +$12.1M +4% 436
DC
4527
Dorval Corp
Minnesota
$322M +$9.03M +3% 45
BEP
4528
Bluescape Energy Partners
Texas
$322M -$61.2M -16% 5
WF
4529
Whelan Financial
California
$322M +$2.03M +0.6% 101
BW
4530
Balance Wealth
Ohio
$322M +$10.5M +3% 161
GMA
4531
Glassy Mountain Advisors
Maryland
$322M -$8.74M -3% 81
SPI
4532
Santori & Peters Inc
Pennsylvania
$321M +$28.3M +10% 79
HZ
4533
Hixon Zuercher
Ohio
$321M -$8.7M -3% 91
DWM
4534
Darwin Wealth Management
Florida
$321M -$855K -0.3% 711
FLA
4535
Financial Life Advisors
Texas
$321M -$3.29M -1% 56
ATFA
4536
All Terrain Financial Advisors
Minnesota
$321M -$4.98M -2% 105
WPW
4537
Watershed Private Wealth
Illinois
$321M -$12.7M -4% 126
WHAM
4538
Windmill Hill Asset Management
United Kingdom
$321M -$106M -25% 27
BFW
4539
Brady Family Wealth
Missouri
$321M -$3.35M -1% 115
HCP
4540
Hamilton Capital Partners
Georgia
$320M +$19.3M +6% 44
SAMT
4541
Select Asset Management & Trust
Pennsylvania
$320M -$1.29M -0.4% 80
QWM
4542
Quaker Wealth Management
New Jersey
$320M +$4.45M +1% 1,052
SGF
4543
Stephens Greth Foundation
Texas
$320M +$146M +84% 4
HBW
4544
Hazlett, Burt & Watson
West Virginia
$320M +$6.71M +2% 970
EC
4545
Eaton-Cambridge
Arizona
$320M +$14.8M +5% 56
FPL
4546
Fortress Private Ledger
North Carolina
$320M +$15.8M +5% 260
PPWM
4547
Paragon Private Wealth Management
Kentucky
$320M -$6.21M -2% 227
OPW
4548
Oxler Private Wealth
New York
$319M -$25.9M -8% 92
FPWM
4549
FSB Premier Wealth Management
Iowa
$319M +$4.01M +1% 256
SAM
4550
Sagewood Asset Management
New York
$319M +$37.6M +13% 381