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
CWM
4726
Cherrydale Wealth Management
New Jersey
$258M +$13.9M +6% 77
ACM
4727
Allred Capital Management
Texas
$258M +$4.16M +2% 177
DP
4728
Denver PWM
Colorado
$258M -$4.92M -2% 246
MHC
4729
May Hill Capital
Massachusetts
$258M 164
FFG
4730
Fortem Financial Group
California
$258M +$12.2M +5% 180
MC
4731
Merck & Co
New Jersey
$258M 13
SAMT
4732
Select Asset Management & Trust
Pennsylvania
$258M -$13.5M -5% 77
TWD
4733
True Wealth Design
Ohio
$258M +$1.65M +0.6% 1,545
KA
4734
Kercheville Advisors
Texas
$258M +$20.7M +9% 101
SA
4735
Skyline Advisors
Washington
$258M +$14.8M +6% 107
MLA
4736
My Legacy Advisors
Oregon
$258M +$4.37M +2% 203
AP
4737
Arlington Partners
Alabama
$258M +$1.93M +0.8% 59
LW
4738
Libra Wealth
California
$257M +$6.89M +3% 57
RFG
4739
RFP Financial Group
Georgia
$257M -$49.8M -16% 124
BMC
4740
Bear Mountain Capital
Washington
$257M +$3.63M +1% 191
UCB
4741
United Community Bank
South Carolina
$257M +$758K +0.3% 421
LCM
4742
Lunt Capital Management
Utah
$257M +$43M +20% 97
ATFA
4743
All Terrain Financial Advisors
Minnesota
$257M -$4.31M -2% 88
DFA
4744
DHJJ Financial Advisors
Illinois
$257M +$4.04M +2% 910
LA
4745
LFL Advisers
Illinois
$257M -$22.2M -8% 10
EFM
4746
Eley Financial Management
Vermont
$257M +$8.2M +3% 69
CCC
4747
Compass Capital Corp
Massachusetts
$257M 201
WPWM
4748
Windward Private Wealth Management
Kansas
$257M -$4.32M -2% 48
SAS
4749
Stelac Advisory Services
New York
$256M +$9.7M +4% 114
WPW
4750
Watershed Private Wealth
Illinois
$256M +$5.68M +2% 120