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
AAMC
4651
Asset Allocation & Management Company
Illinois
$155M -$61.4M -28% 44
CGFA
4652
Colton Groome Financial Advisors
North Carolina
$155M +$12.7M +9% 65
SIM
4653
SW Investment Management
Colorado
$155M 9
SLWA
4654
San Luis Wealth Advisors
California
$155M 122
TWM
4655
TLW Wealth Management
Florida
$155M +$20.5M +15% 19
SWM
4656
Selective Wealth Management
Virginia
$155M +$27.4M +21% 387
MCA
4657
Magnolia Capital Advisors
Mississippi
$155M +$27.8M +22% 122
1W
4658
1776 Wealth
Georgia
$155M +$17M +12% 120
ACM
4659
Ayrshire Capital Management
Connecticut
$155M +$18.3M +13% 60
OHSU
4660
Oregon Health & Science University
Oregon
$155M 1
HI
4661
Helikon Investments
United Kingdom
$155M 4
NWA
4662
New World Advisors
Massachusetts
$155M -$1.99M -1% 30
SW
4663
StrongBox Wealth
Missouri
$154M +$17.8M +13% 90
CWP
4664
Curated Wealth Partners
California
$154M 134
WDC
4665
Woodward Diversified Capital
California
$154M 161
C1AG
4666
Client 1st Advisory Group
Florida
$154M +$11.3M +8% 59
AP
4667
AlpInvest Partners
Netherlands
$154M +$91.7M +147% 14
AI
4668
Acuitas Investments
Washington
$154M +$11.2M +8% 74
BFA
4669
Beacon Financial Advisory
Ohio
$154M +$38.8M +34% 204
CA
4670
Centerpoint Advisors
Massachusetts
$154M +$20.9M +16% 266
LFWA
4671
LBJ Family Wealth Advisors
Texas
$154M +$21.5M +16% 19
HBCM
4672
Heron Bay Capital Management
Michigan
$154M 71
CPC
4673
Consolidated Planning Corp
Georgia
$153M +$19.2M +14% 53
LCM
4674
Leisure Capital Management
California
$153M +$19.8M +15% 138
CIM
4675
Chapman Investment Management
California
$153M +$18.1M +13% 38