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
CGFA
4626
Colton Groome Financial Advisors
North Carolina
$258M -$3.94M -2% 136
LRIC
4627
Long Road Investment Counsel
Michigan
$258M +$12.5M +5% 80
RBFC
4628
Roman Butler Fullerton & Co
Missouri
$258M -$57.6M -18% 252
CG
4629
Clarus Group
Texas
$257M -$23.7M -8% 108
SFS
4630
Solitude Financial Services
Virginia
$257M +$29M +13% 39
JWS
4631
Juncture Wealth Strategies
Arizona
$257M -$11M -4% 139
TH
4632
Team Hewins
California
$257M +$1.68M +0.7% 40
WF
4633
Whelan Financial
California
$257M +$2.77M +1% 68
VC
4634
Veery Capital
Delaware
$257M -$4.22M -2% 98
FFG
4635
Fortem Financial Group
California
$257M -$1.06M -0.4% 193
C1AG
4636
Client 1st Advisory Group
Florida
$257M -$2.95M -1% 134
TSS
4637
Thomas Story & Son
Indiana
$257M +$18.2M +8% 53
MWM
4638
Mindset Wealth Management
Indiana
$257M -$16.7M -6% 159
SFS
4639
Shaker Financial Services
Virginia
$257M -$4.09M -2% 186
FCAM
4640
First Citizens Asset Management
North Carolina
$257M -$16.1M -6% 26
CP
4641
Canopy Partners
Ohio
$257M -$5.33M -2% 227
SWMG
4642
Signature Wealth Management Group
Georgia
$257M +$7.9M +3% 115
ATFA
4643
All Terrain Financial Advisors
Minnesota
$257M -$284K -0.1% 86
WPWM
4644
Windward Private Wealth Management
Kansas
$256M -$55.2K -0% 46
BBWA
4645
Bell & Brown Wealth Advisors
California
$256M -$12.3M -5% 72
AW
4646
Atlas Wealth
Ohio
$256M -$7.95M -3% 100
PAWA
4647
Palo Alto Wealth Advisors
California
$256M -$28.6M -10% 53
FPWM
4648
FSB Premier Wealth Management
Iowa
$256M +$6.98M +3% 214
RCS
4649
Retirement Capital Strategies
California
$256M -$7.86M -3% 96
ATC
4650
Adirondack Trust Company
New York
$256M -$6M -2% 488