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
KCFA
5151
Key Client Fiduciary Advisors
New Jersey
$146M +$49.1M +51% 157
MWM
5152
McNaughton Wealth Management
California
$146M +$10.1M +7% 55
SIAM
5153
Sterling Investment Advisors (Missouri)
Missouri
$146M +$12.9M +10% 27
CIA
5154
Citadel Investment Advisory
Ohio
$146M +$15.1M +12% 79
AFM
5155
Abbot Financial Management
Massachusetts
$146M +$5.79M +4% 117
IWN
5156
Independent Wealth Network
Iowa
$146M +$18.2M +14% 204
CPW
5157
Crestmont Private Wealth
Texas
$146M +$14.3M +11% 48
SIM
5158
Strategic Investment Management
Virginia
$146M +$11.3M +8% 10
EP
5159
Elkhorn Partners
Nebraska
$146M +$7.91M +6% 47
SFS
5160
Solitude Financial Services
Virginia
$146M +$9.08M +7% 45
LSA
5161
Lansing Street Advisors
Pennsylvania
$146M +$16.6M +13% 378
RFWA
5162
RPg Family Wealth Advisory
Massachusetts
$146M -$44.1M -23% 103
ORAM
5163
One River Asset Management
Connecticut
$146M 140
AWM
5164
AllSquare Wealth Management
New York
$146M +$7.51M +5% 543
DCM
5165
Davidson Capital Management
Texas
$146M -$58.3M -29% 160
FMTCOCP
5166
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146M +$16.7M +13% 369
CGIC
5167
Continental General Insurance Company
Texas
$146M 8
AWP
5168
Accretive Wealth Partners
New Jersey
$146M +$14.2M +11% 113
AW
5169
Alaethes Wealth
Nevada
$146M +$9.47M +7% 110
SC
5170
Saiph Capital
New Jersey
$145M +$17.2M +13% 43
CCA
5171
Cora Capital Advisors
New Jersey
$145M 77
BCM
5172
Birch Capital Management
Texas
$145M +$12.8M +10% 111
TRIA
5173
Trail Ridge Investment Advisors
Colorado
$145M -$6.11M -4% 126
SRWM
5174
Shira Ridge Wealth Management
California
$145M 58
NFGH
5175
Nan Fung Group Holdings
Hong Kong
$145M -$11.5M -7% 47