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
CWM
5276
Capital Wealth Management
Rhode Island
$137M +$10.5M +8% 37
BOM
5277
Bank of Marin
California
$137M +$10.3M +8% 129
AWA
5278
Alta Wealth Advisors
Massachusetts
$136M +$16.8M +14% 146
CIG
5279
Cairn Investment Group
Washington
$136M +$16.2M +13% 77
JP
5280
JNE Partners
United Kingdom
$136M +$7.66M +6% 14
HWM
5281
HighMark Wealth Management
Minnesota
$136M +$10.6M +8% 539
SPFA
5282
Summit Place Financial Advisors
New Jersey
$136M +$11.8M +9% 106
WEPOG
5283
Wealth Enhancement & Preservation of GA
Georgia
$136M +$6M +5% 59
CS
5284
Capital Square
Tennessee
$136M +$1.13M +0.8% 160
PM
5285
Parametrica Management
Hong Kong
$135M -$72.6M -35% 205
RFG
5286
Range Financial Group
Oregon
$135M +$25.5M +23% 184
VCS
5287
Vaughan & Co Securities
New Jersey
$135M +$11.4M +9% 54
MAS
5288
Madden Advisory Services
Florida
$135M +$7.47M +6% 69
MAM
5289
Marketfield Asset Management
New York
$135M -$13.4M -9% 39
CPC
5290
Consolidated Planning Corp
Georgia
$135M -$21.5M -14% 61
SFG
5291
Sowa Financial Group
Rhode Island
$135M -$6.98M -5% 74
LA
5292
Latitude Advisors
Florida
$135M +$12.8M +11% 185
DIS
5293
Diversified Investment Strategies
Louisiana
$135M +$6.26M +5% 42
CPWA
5294
Cerro Pacific Wealth Advisors
California
$135M 116
EM
5295
ELCO Management
New York
$135M +$24.2M +22% 140
KCM
5296
Kennicott Capital Management
California
$135M +$13M +11% 51
RDFA
5297
Ritter Daniher Financial Advisory
Ohio
$134M +$9.37M +7% 213
RC
5298
Rovin Capital
Arizona
$134M +$18.5M +16% 57
SFP
5299
Sandbox Financial Partners
Maryland
$134M +$12.8M +11% 113
BI
5300
Blooom Inc
Kansas
$134M +$6.47M +5% 53