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
CCAM
4901
Codex Capital Asset Management
Texas
$218M 37
CWM
4902
Capital Wealth Management
Rhode Island
$218M +$9.57M +5% 46
CRI
4903
Commonwealth Retirement Investments
Virginia
$218M +$8.95M +4% 93
CTEF
4904
Capital Today Evergreen Fund
Cayman Islands
$218M +$33.5M +18% 3
MF
4905
Montis Financial
Massachusetts
$218M +$7.67M +4% 89
BBWP
4906
Beacon Bridge Wealth Partners
Pennsylvania
$218M +$6.17M +3% 98
GIA
4907
Goodwin Investment Advisory
Georgia
$218M +$5.8M +3% 51
KAM
4908
Krensavage Asset Management
New York
$218M -$7.72M -3% 13
KSWA
4909
Kathleen S. Wright Associates
Pennsylvania
$218M +$5.49M +3% 248
PHAM
4910
Palisades Hudson Asset Management
Florida
$218M -$1.95M -0.9% 100
T
4911
Tidemark
California
$217M +$38.2M +21% 728
HIM
4912
HGC Investment Management
Ontario, Canada
$217M -$62.9M -22% 117
DWA
4913
Delap Wealth Advisory
Oregon
$217M -$30.1M -12% 293
AIM
4914
Astor Investment Management
Illinois
$217M -$34.5M -14% 38
MAM
4915
Mirabaud Asset Management
United Kingdom
$217M -$30.3M -12% 53
OGF
4916
Orin Green Financial
California
$217M +$4.34M +2% 81
WFG
4917
Wills Financial Group
Virginia
$217M +$4.82M +2% 66
BCA
4918
Bernzott Capital Advisors
California
$217M -$35.5M -14% 40
MM
4919
Monolith Management
Hong Kong
$217M -$35.1M -14% 17
BAM
4920
BOS Asset Management
Illinois
$217M +$26.5M +14% 166
OAP
4921
One Advisory Partners
Kansas
$217M +$13.4M +7% 46
CH
4922
CVS Health
Rhode Island
$217M +$5.07M +2% 6
AIM
4923
Ausbil Investment Management
Australia
$217M +$17.2M +9% 71
AIA
4924
Armor Investment Advisors
North Carolina
$217M +$8.74M +4% 169
RWP
4925
Reliant Wealth Planning
Kentucky
$217M +$7.7M +4% 24