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
MI
5501
Moneywise Inc
Virginia
$229M -$11.4M -5% 92
AF
5502
Abound Financial
California
$229M -$29.5M -11% 291
WFAG
5503
Worth Financial Advisory Group
North Carolina
$229M +$22.4M +11% 202
CSIA
5504
Carl Stuart Investment Advisor
Texas
$229M +$118M +107% 29
OWCM
5505
One Wealth Capital Management
Arizona
$229M -$6.03M -3% 152
IF
5506
IRON Financial
Illinois
$229M +$11.3M +5% 167
CM
5507
Cosmic Management
California
$229M -$95.8M -30% 4
NIA
5508
NBZ Investment Advisors
Tennessee
$229M -$481K -0.2% 70
MPCL
5509
My Personal CFO LLC
Washington
$228M -$11.3M -5% 98
PVM
5510
Palogic Value Management
Texas
$228M -$4.57M -2% 197
CB
5511
Chris Bulman
California
$228M +$2.19M +1% 159
CNHF
5512
Conrad N. Hilton Foundation
California
$228M +$150M +191% 2
AFO
5513
Allie Family Office
Florida
$228M +$14.1M +7% 110
FPN
5514
Financial Planning Navigators
Minnesota
$228M +$10.3M +5% 52
USB
5515
Union Savings Bank
Connecticut
$228M -$2.72M -1% 329
FIA
5516
FNY Investment Advisers
New York
$228M -$124M -35% 1,167
EWS
5517
Eagle Wealth Strategies
New Jersey
$228M +$13.3M +6% 123
APSI
5518
Asset Planning Services Inc
Louisiana
$228M +$1.7M +0.8% 35
HFA
5519
Hippocratic Financial Advisors
California
$228M +$11.1M +5% 34
CI
5520
Ceera Investments
Texas
$228M -$30.9M -12% 103
FAM
5521
Forte Asset Management
New York
$228M +$7.65M +3% 79
BWA
5522
BlueChip Wealth Advisors
Georgia
$228M -$10.1M -4% 171
CWA
5523
Cascade Wealth Advisors
Washington
$228M +$10.9M +5% 60
FF
5524
Financial Futures
New Jersey
$228M +$11.9M +6% 79
ATWA
5525
Arbor Trust Wealth Advisors
Michigan
$228M -$1.05M -0.5% 92