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
GSF
5376
Grove Street Fiduciary
New Hampshire
$197M +$6.8M +4% 74
CIS
5377
Custom Index Systems
New York
$197M +$11M +6% 363
FL
5378
FreeGulliver LLC
Louisiana
$197M +$5.61M +3% 95
AFO
5379
Aurelius Family Office
New Hampshire
$197M -$1.1M -0.6% 46
BCA
5380
Ballentine Capital Advisors
South Carolina
$197M +$4.05M +2% 29
MFP
5381
Meridian Financial Partners
Virginia
$197M +$7.67M +4% 109
JFG
5382
JDM Financial Group
Texas
$197M +$4.64M +2% 368
MS
5383
Marshall & Sullivan
Washington
$197M -$7.58M -4% 43
I2I
5384
Insight 2811 Inc
Illinois
$197M +$2.97M +2% 91
EHWM
5385
Eads & Heald Wealth Management
Georgia
$197M -$6.39M -3% 141
NERM
5386
New England Research & Management
Illinois
$197M +$354K +0.2% 169
DWM
5387
Dopkins Wealth Management
New York
$197M +$361K +0.2% 89
APSI
5388
Asset Planning Services Inc
Louisiana
$197M -$8.4M -4% 35
BFS
5389
Burrus Financial Services
Utah
$197M +$2.06M +1% 10
NECFA
5390
New England Capital Financial Advisors
Connecticut
$197M -$8.26M -4% 422
RWMG
5391
Redwood Wealth Management Group
New Jersey
$197M -$8.5M -4% 171
CWM
5392
Cahill Wealth Management
Michigan
$196M +$407K +0.2% 50
PFA
5393
Peak Financial Advisors
Colorado
$196M +$4.18M +2% 87
RCM
5394
Rings Capital Management
Illinois
$196M +$4.81M +3% 8
EFP
5395
Envision Financial Planning
Tennessee
$196M +$2.7M +1% 48
MADR
5396
Milestones Administradora de Recursos
Brazil
$196M -$806K -0.4% 23
HFO
5397
Heritage Family Offices
Arizona
$196M -$4.87M -2% 197
SST
5398
S Squared Technology
New York
$195M -$45.3M -19% 39
AA
5399
AJ Advisors
Tennessee
$195M +$2.63M +1% 36
CFC
5400
Client First Capital
California
$195M +$652K +0.3% 22