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
NWA
4626
New World Advisors
Massachusetts
$155M -$1.99M -1% 30
SW
4627
StrongBox Wealth
Missouri
$154M +$17.8M +13% 90
CWP
4628
Curated Wealth Partners
California
$154M 134
WDC
4629
Woodward Diversified Capital
California
$154M 161
C1AG
4630
Client 1st Advisory Group
Florida
$154M +$11.3M +8% 59
AP
4631
AlpInvest Partners
Netherlands
$154M +$91.7M +147% 14
AI
4632
Acuitas Investments
Washington
$154M +$11.2M +8% 74
BFA
4633
Beacon Financial Advisory
Ohio
$154M +$38.8M +34% 204
CA
4634
Centerpoint Advisors
Massachusetts
$154M +$20.9M +16% 266
LFWA
4635
LBJ Family Wealth Advisors
Texas
$154M +$21.5M +16% 19
HBCM
4636
Heron Bay Capital Management
Michigan
$154M 71
CPC
4637
Consolidated Planning Corp
Georgia
$153M +$19.2M +14% 53
LCM
4638
Leisure Capital Management
California
$153M +$19.8M +15% 138
CIM
4639
Chapman Investment Management
California
$153M +$18.1M +13% 38
MFGM
4640
Marshall Financial Group (Maryland)
Maryland
$153M 121
APC
4641
Aristotle Pacific Capital
California
$153M 22
RH
4642
RFG Holdings
Texas
$153M 27
SJL
4643
Shayne & Jacobs LLC
Tennessee
$153M +$17.2M +13% 33
GAM
4644
Grandview Asset Management
Pennsylvania
$153M +$29.7M +24% 120
JWBC
4645
John W. Brooker & Co
California
$153M +$9.34M +7% 171
PCM
4646
Pennsylvania Capital Management
Pennsylvania
$153M +$25.1M +20% 68
PCM
4647
Perkins Capital Management
Minnesota
$153M +$44M +40% 109
GCM
4648
Gunderson Capital Management
South Carolina
$153M +$37.4M +32% 61
SFP
4649
Strategic Financial Partners
Oregon
$153M +$25M +20% 63
GCA
4650
Genesee Capital Advisors
New York
$153M +$31.5M +26% 89