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
CWMGP
5451
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$2.46M +1% 91
CA
5452
Cresta Advisors
Texas
$239M +$14.4M +6% 167
CI
5453
Cordant Inc
Oregon
$239M +$16.9M +8% 72
RP
5454
Raelipskie Partnership
Ontario, Canada
$239M +$5.68M +2% 120
HAM
5455
Harber Asset Management
North Carolina
$238M -$40.5M -15% 45
RCM
5456
Robinson Capital Management
Michigan
$238M +$99.3M +71% 127
TPF
5457
Tribridge Partners Financial
Maryland
$238M +$20.6M +9% 78
MAG
5458
MRA Advisory Group
New Jersey
$238M +$8.91M +4% 153
I
5459
IMPACTfolio
Colorado
$238M +$6.28M +3% 42
BWA
5460
BlueChip Wealth Advisors
Georgia
$238M +$3.76M +2% 170
AWM
5461
Aviso Wealth Management
Washington
$238M +$8.47M +4% 151
IIM
5462
Ironwood Investment Management
Massachusetts
$238M +$8.5M +4% 180
DAM
5463
Decagon Asset Management
United Kingdom
$238M +$48.3M +26% 82
GSB
5464
Greenfield Savings Bank
Massachusetts
$238M +$703K +0.3% 149
AFS
5465
Axiom Financial Strategies
Indiana
$238M +$5.29M +2% 50
EFA
5466
Edge Financial Advisors
Illinois
$238M +$14.5M +6% 144
AC
5467
Alfreton Capital
United Kingdom
$238M +$6.24M +3% 5
2L
5468
22NW LP
Washington
$238M +$25.3M +12% 22
FC
5469
Foursixthree Capital
New York
$238M -$47.2M -17% 21
MLA
5470
MB, Levis & Associates
Pennsylvania
$238M +$6.44M +3% 262
SC
5471
Schulhoff & Co
Ohio
$238M +$3.32M +1% 138
S
5472
ShariaPortfolio
Florida
$237M -$23.9M -9% 25
BC
5473
Bowman & Company
Wisconsin
$237M +$359K +0.2% 120
BCA
5474
Ballentine Capital Advisors
South Carolina
$237M +$11.3M +5% 26
KIG
5475
Kessler Investment Group
Indiana
$237M +$4.47M +2% 94