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
LFA
4851
Level Financial Advisors
New York
$220M +$18.2M +9% 280
GAM
4852
Grandview Asset Management
Pennsylvania
$220M +$29.8M +16% 113
EMCIP
4853
Ewing Morris & Co Investment Partners
Ontario, Canada
$220M +$80.1M +57% 36
CFG
4854
Clayton Financial Group
Missouri
$220M +$59.1M +37% 106
SWMG
4855
Signature Wealth Management Group
Georgia
$220M +$3.48M +2% 105
SCG
4856
Sonata Capital Group
Washington
$220M +$18.8M +9% 114
DI
4857
DAGCO Inc
Ohio
$220M +$111M +102% 396
DR
4858
Davis Rea
Ontario, Canada
$220M +$24.2M +12% 39
PHAM
4859
Palisades Hudson Asset Management
Florida
$220M +$13.3M +6% 101
HP
4860
Harbourvest Partners
Massachusetts
$219M -$79.2M -27% 53
BWL
4861
Beacon Wealthcare LLC
North Carolina
$219M +$11.4M +5% 19
CCMT
4862
CMT Capital Markets Trading
Germany
$219M +$76.8M +54% 112
EA
4863
Eclectic Associates
California
$219M +$10.7M +5% 92
WF
4864
Whelan Financial
California
$219M +$4.7M +2% 44
KIC
4865
Kensington Investment Counsel
California
$219M +$28.2M +15% 102
SI
4866
SimpliFi Inc
California
$219M +$15.7M +8% 40
AMIM
4867
Aull & Monroe Investment Management
Alabama
$219M +$16M +8% 136
FC
4868
Fusion Capital
South Carolina
$219M +$23.3M +12% 76
SSG
4869
Summit Securities Group
New York
$219M -$30.1M -12% 809
ODFS
4870
O'Donnell Financial Services
California
$218M +$19M +10% 39
CFP
4871
Cypress Financial Planning
New Jersey
$218M +$108M +98% 67
HIC
4872
Harbor Island Capital
Massachusetts
$218M +$16.7M +8% 15
NLP
4873
Next Level Private
New York
$218M +$41.4M +23% 132
SST
4874
S Squared Technology
New York
$218M +$11.8M +6% 39
OIA
4875
Optimum Investment Advisors
Illinois
$218M +$19M +10% 670