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
WFC
4801
Western Financial Corp
California
$169M -$16.5M -9% 101
SRA
4802
Summit Rock Advisors
New York
$169M -$83.8M -33% 5
HWA
4803
Hillcrest Wealth Advisors
New Jersey
$169M +$3.43M +2% 53
VIM
4804
VCU Investment Management
Virginia
$168M -$1.35M -0.8% 7
CCC
4805
Cincinnati Casualty Company
Ohio
$168M +$192K +0.1% 27
RCM
4806
Radnor Capital Management
Pennsylvania
$168M -$128M -43% 213
LL
4807
LPWM LLC
Minnesota
$168M +$1.83M +1% 63
PFA
4808
Plotkin Financial Advisors
Maryland
$168M -$12.6M -7% 106
HWMG
4809
Hurlow Wealth Management Group
Indiana
$168M +$16.3M +11% 101
MP
4810
Marlowe Partners
New York
$168M +$14.2M +9% 7
CCM
4811
Cribstone Capital Management
Maine
$168M +$2.94M +2% 429
GPFA
4812
Game Plan Financial Advisors
Ohio
$168M -$223K -0.1% 113
LFWA
4813
LBJ Family Wealth Advisors
Texas
$168M -$631K -0.4% 23
PC
4814
Pecaut & Co
Iowa
$168M +$14.1M +9% 84
NAM
4815
NewGen Asset Management
Ontario, Canada
$168M -$69.5M -29% 59
CCMU
4816
Cheyne Capital Management (UK)
United Kingdom
$168M -$51.9M -24% 129
SP
4817
Successful Portfolios
Florida
$167M +$2.48M +2% 209
EF
4818
Exeter Financial
Arizona
$167M -$5.02M -3% 83
CWA
4819
Centennial Wealth Advisory
Michigan
$167M +$7.53M +5% 91
AWM
4820
AllSquare Wealth Management
New York
$167M -$3.81M -2% 519
IOOF
4821
Independent Order of Foresters
Ontario, Canada
$167M -$9.9M -6% 14
BCM
4822
BCK Capital Management
Connecticut
$167M -$32.4M -16% 179
PG
4823
Prostatis Group
Maryland
$167M +$20.9M +14% 109
IPW
4824
IronBridge Private Wealth
Texas
$167M +$6.45M +4% 322
EA
4825
Elm Advisors
California
$167M -$3.65M -2% 88