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
CWA
5376
Clarus Wealth Advisors
Arizona
$196M +$8.14M +4% 140
IAIM
5377
Industrial Alliance Investment Management
Quebec, Canada
$196M +$20M +11% 15
AI
5378
Anchor IV
Singapore
$196M +$22.5M +13% 1
SRWM
5379
Shira Ridge Wealth Management
California
$196M +$16.6M +9% 84
WA
5380
Waterford Advisors
New York
$196M -$42.5M -18% 56
IPA
5381
Investment Planning Advisors
Georgia
$196M $0 0% 59
SFP
5382
Strategic Financial Partners
Oregon
$196M +$14.3M +8% 70
PBO
5383
Peoples Bank (Ohio)
Ohio
$196M +$3.13M +2% 137
DLHL
5384
Donald L. Hagan LLC
Florida
$196M +$6.98M +4% 101
SFCM
5385
Savoir Faire Capital Management
Connecticut
$196M -$61.5M -24% 55
TC
5386
TAGStone Capital
North Carolina
$196M +$19.4M +11% 93
BAM
5387
Ballast Asset Management
Texas
$196M +$11.3M +6% 53
RC
5388
Riposte Capital
New York
$196M -$3.96M -2% 29
CI
5389
Cordant Inc
Oregon
$196M +$16.6M +9% 76
AFCM
5390
Alta Fox Capital Management
Texas
$196M +$38.1M +24% 20
CA
5391
CV Advisors
Florida
$196M +$16.3M +9% 21
SWM
5392
SK Wealth Management
Rhode Island
$195M 71
FWP
5393
Family Wealth Partners
North Carolina
$195M +$2.76M +1% 44
JWM
5394
Jupiter Wealth Management
Colorado
$195M +$6.79M +4% 104
KCM
5395
Kempner Capital Management
Texas
$195M +$6.78M +4% 54
AA
5396
AJ Advisors
Tennessee
$195M +$14.2M +8% 34
SOAG
5397
Silver Oak Advisory Group
Oregon
$195M +$14.9M +8% 70
RFA
5398
Register Financial Advisors
Georgia
$195M -$2.95M -1% 732
TCG
5399
Transcendent Capital Group
Oklahoma
$195M +$21.3M +12% 511
SIA
5400
SGL Investment Advisors
Montana
$195M 106