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
BFA
4951
Beacon Financial Advisory
Ohio
$174M +$16.9M +11% 223
PCMK
4952
Paragon Capital Management (Kansas)
Kansas
$174M +$9.25M +6% 55
CIP
4953
Convergence Investment Partners
Florida
$174M +$4.15M +2% 208
STT
4954
Singapore Technologies Telemedia
Singapore
$174M -$121M -41% 1
LFP
4955
Leeward Financial Partners
Washington
$174M +$10.7M +7% 86
CW
4956
Channel Wealth
California
$174M +$18.6M +12% 214
VCG
4957
Vantage Consulting Group
Virginia
$174M -$2.27M -1% 237
TF
4958
Theory Financial
Colorado
$174M +$7M +4% 64
BSI
4959
Bennett Selby Investments
Maine
$174M +$21M +14% 55
IIM
4960
Ironwood Investment Management
Massachusetts
$174M +$13.6M +8% 170
SG
4961
Sharper & Granite
California
$174M +$6.94M +4% 100
ARIS
4962
Advanced Research Investment Solutions
California
$174M -$1.02M -0.6% 34
RIM
4963
Reliant Investment Management
Tennessee
$174M +$15.1M +10% 65
KFA
4964
Kelleher Financial Advisors
New York
$174M +$22.1M +15% 119
RPCONE
4965
Retirement Planning Company of New England
Rhode Island
$173M +$9.08M +6% 230
E
4966
EnerVest
Texas
$173M -$8.13M -4% 1
VWM
4967
Vigilare Wealth Management
Arizona
$173M -$3.82M -2% 106
GCM
4968
Gallacher Capital Management
Colorado
$173M +$6.47M +4% 288
CI
4969
Ceera Investments
Texas
$173M +$16.5M +10% 80
BWG
4970
Beta Wealth Group
California
$173M -$1.75M -1% 107
IP
4971
Isomer Partners
New York
$173M -$1.73M -1% 16
TLA
4972
Tanglewood Legacy Advisors
Texas
$173M +$16.2M +10% 287
CNBT
4973
Cornerstone National Bank & Trust
Illinois
$173M -$10.6M -6% 57
IRAG
4974
Investment Research & Advisory Group
Georgia
$173M +$16.9M +11% 226
AIA
4975
Affinity Investment Advisors
California
$173M -$14.3M -8% 212