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
WE
4551
Wealth Effects
Massachusetts
$311M +$43.7M +16% 229
BI
4552
Berkeley Inc
Idaho
$311M +$32.3M +12% 78
3F
4553
360 Financial
Minnesota
$311M -$5.94M -2% 96
VC
4554
Veracity Capital
Georgia
$311M +$22.7M +8% 263
HPM
4555
Hoxton Planning & Management
West Virginia
$311M +$21.4M +7% 229
CFGA
4556
Cambridge Financial Group (Arizona)
Arizona
$311M +$44.3M +17% 166
SWM
4557
Selective Wealth Management
Virginia
$311M +$36.8M +13% 111
GCM
4558
GoodHaven Capital Management
New Jersey
$311M +$22.8M +8% 26
CWM
4559
Core Wealth Management
Florida
$311M +$26.9M +10% 36
PCML
4560
Payne Capital Management, LLC
New York
$311M +$51M +20% 82
SA
4561
SAM Advisors
California
$310M +$21.1M +7% 43
GSCML
4562
Greenfield Seitz Capital Management, LLC
Texas
$310M +$27.3M +10% 115
ATFA
4563
All Terrain Financial Advisors
Minnesota
$310M +$34.4M +12% 98
AW
4564
Atlas Wealth
Ohio
$310M +$36M +13% 121
PWMG
4565
Pioneer Wealth Management Group
Texas
$310M +$40.1M +15% 52
WRM
4566
Weybosset Research & Management
Rhode Island
$310M +$18.9M +6% 35
RWM
4567
Reston Wealth Management
Virginia
$310M +$24.4M +9% 56
EWA
4568
ERTS Wealth Advisors
Michigan
$310M +$19.7M +7% 31
OPTFSNA
4569
Old Point Trust & Financial Services N A
Virginia
$310M +$23M +8% 338
CW
4570
Cabot-Wellington
Massachusetts
$309M +$18.8M +6% 5
WMR
4571
Wealth Management Resources
Rhode Island
$309M +$16.2M +6% 32
FS
4572
Ferguson Shapiro
Georgia
$309M +$12.3M +4% 88
GDADCM
4573
Groupe des Assurances du Credit Mutuel
France
$309M -$44.8M -13% 8
RWP
4574
Reliant Wealth Planning
Kentucky
$309M +$52.4M +20% 53
CIA
4575
Corigliano Investment Advisers
North Carolina
$308M -$9.05M -3% 58