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
CP
4576
Caligan Partners
New York
$196M +$31M +19% 14
SFP
4577
Sterling Financial Planning
New Jersey
$195M -$6.59M -3% 99
OIA
4578
Optimum Investment Advisors
Illinois
$195M -$8.93M -4% 733
SOCM
4579
SR One Capital Management
Pennsylvania
$195M -$36.8M -16% 6
KFA
4580
Kelleher Financial Advisors
New York
$195M +$21.6M +12% 117
GWM
4581
Gray Wealth Management
Maine
$195M -$3.76M -2% 139
BAMG
4582
Brand Asset Management Group
Missouri
$195M -$14.6M -7% 75
NFP
4583
Narus Financial Partners
Utah
$195M +$1.42M +0.7% 128
TAM
4584
Tealwood Asset Management
Minnesota
$195M -$11.2M -5% 133
CCC
4585
Chelsea Counsel Company
California
$194M -$8.76M -4% 166
JA
4586
JVL Associates
Michigan
$194M -$11.3M -5% 39
TA
4587
Teramo Advisors
Florida
$194M +$1.3M +0.7% 16
THWM
4588
Taylor Hoffman Wealth Management
Virginia
$194M -$6.03M -3% 112
DI
4589
DAGCO Inc
Ohio
$194M -$7.03M -3% 81
FWM
4590
Forza Wealth Management
Florida
$194M -$4.8M -2% 187
CSIA
4591
Conrad Siegel Investment Advisors
Pennsylvania
$194M +$64.8M +50% 28
LHCM
4592
Lloyd Harbor Capital Management
New York
$194M +$15.5M +9% 20
WA
4593
Wealthstream Advisors
New York
$194M +$2.98M +2% 113
GFPC
4594
Global Financial Private Client
Florida
$194M -$9.76M -5% 697
TFA
4595
TPG Financial Advisors
Oregon
$193M +$2.59M +1% 55
CWM
4596
Core Wealth Management
Florida
$193M -$3.59M -2% 25
HSG
4597
Helen Stephens Group
Texas
$193M -$4.52M -2% 68
HFA
4598
Highland Financial Advisors
New Jersey
$193M -$896K -0.5% 45
MECA
4599
Miller Equity Capital Advisors
Texas
$193M -$4.16M -2% 50
IFPG
4600
Intrepid Financial Planning Group
Indiana
$193M -$15.4M -7% 130