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
CB
5376
CNB Bank
Pennsylvania
$198M -$17.7M -8% 519
FA
5377
Financial Avengers
California
$197M -$14.6M -7% 164
GSF
5378
Grove Street Fiduciary
New Hampshire
$197M +$6.8M +4% 74
CIS
5379
Custom Index Systems
New York
$197M +$11M +6% 363
FL
5380
FreeGulliver LLC
Louisiana
$197M +$5.61M +3% 95
AFO
5381
Aurelius Family Office
New Hampshire
$197M -$1.1M -0.6% 46
BCA
5382
Ballentine Capital Advisors
South Carolina
$197M +$4.05M +2% 29
MFP
5383
Meridian Financial Partners
Virginia
$197M +$7.67M +4% 109
JFG
5384
JDM Financial Group
Texas
$197M +$4.64M +2% 368
MS
5385
Marshall & Sullivan
Washington
$197M -$7.58M -4% 43
I2I
5386
Insight 2811 Inc
Illinois
$197M +$2.97M +2% 91
EHWM
5387
Eads & Heald Wealth Management
Georgia
$197M -$6.39M -3% 141
NERM
5388
New England Research & Management
Illinois
$197M +$354K +0.2% 169
DWM
5389
Dopkins Wealth Management
New York
$197M +$361K +0.2% 89
APSI
5390
Asset Planning Services Inc
Louisiana
$197M -$8.4M -4% 35
BFS
5391
Burrus Financial Services
Utah
$197M +$2.06M +1% 10
NECFA
5392
New England Capital Financial Advisors
Connecticut
$197M -$8.26M -4% 422
RWMG
5393
Redwood Wealth Management Group
New Jersey
$197M -$8.5M -4% 171
BFAG
5394
Blackston Financial Advisory Group
Florida
$197M -$4.18M -2% 143
CWM
5395
Cahill Wealth Management
Michigan
$196M +$407K +0.2% 50
PFA
5396
Peak Financial Advisors
Colorado
$196M +$4.18M +2% 87
RCM
5397
Rings Capital Management
Illinois
$196M +$4.81M +3% 8
EFP
5398
Envision Financial Planning
Tennessee
$196M +$2.7M +1% 48
MADR
5399
Milestones Administradora de Recursos
Brazil
$196M -$806K -0.4% 23
HFO
5400
Heritage Family Offices
Arizona
$196M -$4.87M -2% 197