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
CIS
5551
Custom Index Systems
New York
$185M +$10.5M +6% 296
M
5552
MYeCFO
California
$185M +$11.2M +6% 57
NSB
5553
Norway Savings Bank
Maine
$184M +$8.95M +5% 107
VFA
5554
Values First Advisors
Tennessee
$184M +$17.5M +10% 280
FGI
5555
Foresight Global Investors
New York
$184M -$23.7M -11% 51
AWM
5556
Aviso Wealth Management
Washington
$184M +$15.9M +9% 160
WAM
5557
WFA Asset Management
Wisconsin
$184M +$6.98M +4% 213
BWA
5558
Boulder Wealth Advisors
Colorado
$184M +$12.6M +7% 27
BGA
5559
Battery Global Advisors
Massachusetts
$184M +$32.9M +22% 136
WW
5560
Windle Wealth
Oklahoma
$184M +$20M +12% 32
JFG
5561
JDM Financial Group
Texas
$184M +$35.9M +24% 419
WAM
5562
Worth Asset Management
Texas
$184M +$15.5M +9% 169
IF
5563
IRON Financial
Illinois
$184M +$5.42M +3% 128
EA
5564
Evolution Advisers
Virginia
$184M +$9.72M +6% 202
AWM
5565
Ariadne Wealth Management
California
$184M +$54.3M +42% 296
LA
5566
Lane & Associates
New Jersey
$184M +$14.1M +8% 123
CSA
5567
Cottage Street Advisors
Massachusetts
$184M +$14.1M +8% 110
MWA
5568
Miller Wealth Advisors
Colorado
$184M -$1.33M -0.7% 89
IC
5569
Immersion Capital
United Kingdom
$183M +$4.73M +3% 10
HI
5570
Harrington Investments
California
$183M +$7M +4% 83
NAM
5571
NewGen Asset Management
Ontario, Canada
$183M +$20M +12% 39
CWA
5572
Consilium Wealth Advisory
Texas
$183M +$42.5K +0% 93
LFG
5573
Leverty Financial Group
Wisconsin
$183M +$14M +8% 39
PWP
5574
Pursue Wealth Partners
California
$183M -$373K -0.2% 124
MAG
5575
MRA Advisory Group
New Jersey
$183M +$8.06M +5% 127