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
TRIA
5451
Trail Ridge Investment Advisors
Colorado
$177M +$13.8M +8% 117
CWA
5452
Clarus Wealth Advisors
Arizona
$177M +$7.55M +4% 140
FWP
5453
Family Wealth Partners
North Carolina
$176M +$46.9M +36% 42
MAG
5454
Members Advisory Group
New York
$176M +$6.65M +4% 28
5SA
5455
5th Street Advisors
Connecticut
$176M +$15M +9% 33
BCM
5456
Banyan Capital Management
Georgia
$176M +$13.3M +8% 20
CCC
5457
Chelsea Counsel Company
California
$176M -$12.1M -6% 190
TCM
5458
Tandem Capital Management
New Jersey
$176M +$15.2M +9% 117
BAM
5459
Bellevue Asset Management
Washington
$176M +$63M +56% 469
BFP
5460
Briaud Financial Planning
Texas
$176M +$58.6M +50% 129
FP
5461
Factorial Partners
New York
$176M +$18M +11% 88
PMIA
5462
Patrick Mauro Investment Advisor
Illinois
$176M +$7.92M +5% 44
SC
5463
Swan Capital
Florida
$176M +$17M +11% 35
CIS
5464
Custom Index Systems
New York
$176M +$17.1M +11% 325
GAAM
5465
Grand Alliance Asset Management
Hong Kong
$176M -$11.5M -6% 14
KWAG
5466
Kiely Wealth Advisory Group
North Carolina
$176M +$2.75M +2% 289
BAM
5467
Bosun Asset Management
Illinois
$176M +$81.6M +87% 189
RP
5468
Raelipskie Partnership
Ontario, Canada
$176M +$11.3M +7% 105
PF
5469
Parker Financial
Washington
$176M +$14.5M +9% 50
AFC
5470
AFT Forsyth & Company
Florida
$176M +$16.6M +10% 141
BIA
5471
Beacon Investment Advisors
Maryland
$175M +$18.8M +12% 137
PWM
5472
Pacific Wealth Management
California
$175M $0 0% 24
ES
5473
ETF Store
Kansas
$175M +$20.5M +13% 114
SPA
5474
Shore Point Advisors
New Jersey
$175M +$13.7M +9% 60
AIA
5475
Arcadia Investment Advisors
Idaho
$175M +$9.3M +6% 83