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
AF
5376
Abound Financial
California
$198M +$292K +0.1% 270
BA
5377
Baugh & Associates
Georgia
$198M +$4.72M +2% 41
MAM
5378
Monaco Asset Management
Monaco
$198M -$27.2M -12% 99
AAMC
5379
Asset Allocation & Management Company
Illinois
$198M +$14.6M +8% 93
CB
5380
CNB Bank
Pennsylvania
$198M -$17.7M -8% 519
FA
5381
Financial Avengers
California
$197M -$14.6M -7% 164
GSF
5382
Grove Street Fiduciary
New Hampshire
$197M +$6.8M +4% 74
CIS
5383
Custom Index Systems
New York
$197M +$11M +6% 363
FL
5384
FreeGulliver LLC
Louisiana
$197M +$5.61M +3% 95
AFO
5385
Aurelius Family Office
New Hampshire
$197M -$1.1M -0.6% 46
BCA
5386
Ballentine Capital Advisors
South Carolina
$197M +$4.05M +2% 29
MFP
5387
Meridian Financial Partners
Virginia
$197M +$7.67M +4% 109
JFG
5388
JDM Financial Group
Texas
$197M +$4.64M +2% 368
MS
5389
Marshall & Sullivan
Washington
$197M -$7.58M -4% 43
I2I
5390
Insight 2811 Inc
Illinois
$197M +$2.97M +2% 91
EHWM
5391
Eads & Heald Wealth Management
Georgia
$197M -$6.39M -3% 141
NERM
5392
New England Research & Management
Illinois
$197M +$354K +0.2% 169
DWM
5393
Dopkins Wealth Management
New York
$197M +$361K +0.2% 89
APSI
5394
Asset Planning Services Inc
Louisiana
$197M -$8.4M -4% 35
BFS
5395
Burrus Financial Services
Utah
$197M +$2.06M +1% 10
NECFA
5396
New England Capital Financial Advisors
Connecticut
$197M -$8.26M -4% 422
RWMG
5397
Redwood Wealth Management Group
New Jersey
$197M -$8.5M -4% 171
CWM
5398
Cahill Wealth Management
Michigan
$196M +$407K +0.2% 50
PFA
5399
Peak Financial Advisors
Colorado
$196M +$4.18M +2% 87
RCM
5400
Rings Capital Management
Illinois
$196M +$4.81M +3% 8