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
HHRDM
5401
H&H Retirement Design & Management
Nevada
$147M -$11.5M -7% 67
PP
5402
Patron Partners
Texas
$147M -$6.07M -4% 202
SIAG
5403
Safeguard Investment Advisory Group
California
$147M -$24.9M -15% 97
CBT
5404
CoreFirst Bank & Trust
Kansas
$146M -$8.42M -5% 426
DIS
5405
Diversified Investment Strategies
Louisiana
$146M +$8.28M +6% 47
CWA
5406
CJM Wealth Advisers
Virginia
$146M +$5.58M +4% 62
SCA
5407
Southern Capital Advisors
Tennessee
$146M -$15.6M -10% 95
MCA
5408
Martin Capital Advisors
Texas
$146M -$15.7M -10% 64
MWA
5409
Motive Wealth Advisors
Michigan
$146M -$20.1M -12% 88
GIA
5410
Goodwin Investment Advisory
Georgia
$146M +$12.2M +9% 268
SFMG
5411
Sage Financial Management Group
Virginia
$146M -$4.19M -3% 31
EGVF
5412
ESA Global Value Fund
Cayman Islands
$146M -$8.22M -5% 5
CAM
5413
Costello Asset Management
Pennsylvania
$146M -$18M -11% 269
RCM
5414
Robinson Capital Management
Michigan
$146M -$15M -9% 291
ACM
5415
Anabranch Capital Management
Connecticut
$146M -$30.8M -17% 7
FP
5416
Factorial Partners
New York
$146M -$5.58M -4% 100
FGG
5417
Financial Guidance Group
Florida
$145M 41
SVBP
5418
Strategic Value Bank Partners
Ohio
$145M +$34.9M +32% 22
AWA
5419
Acorn Wealth Advisors
Michigan
$145M -$12.3M -8% 184
RTM
5420
Rizvi Traverse Management
Florida
$145M -$243M -63% 2
CCP
5421
Cunning Capital Partners
North Carolina
$145M -$38.5M -21% 49
AWM
5422
Altus Wealth Management
Kentucky
$145M -$22.7M -13% 39
ORC
5423
O'Rourke & Company
Massachusetts
$145M -$4.83M -3% 127
FFA
5424
Freedman Financial Associates
Massachusetts
$145M -$1.29M -0.9% 541
BCP
5425
Bluegrass Capital Partners
Florida
$145M +$9.51M +7% 15