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
CSA
5576
Cottage Street Advisors
Massachusetts
$184M +$14.1M +8% 110
MWA
5577
Miller Wealth Advisors
Colorado
$184M -$1.33M -0.7% 89
IC
5578
Immersion Capital
United Kingdom
$183M +$4.73M +3% 10
HI
5579
Harrington Investments
California
$183M +$7M +4% 83
NAM
5580
NewGen Asset Management
Ontario, Canada
$183M +$20M +12% 39
CWA
5581
Consilium Wealth Advisory
Texas
$183M +$42.5K +0% 93
LFG
5582
Leverty Financial Group
Wisconsin
$183M +$14M +8% 39
PWP
5583
Pursue Wealth Partners
California
$183M -$373K -0.2% 124
MAG
5584
MRA Advisory Group
New Jersey
$183M +$8.06M +5% 127
ADIM
5585
Alpha DNA Investment Management
Maryland
$183M +$6.59M +4% 261
MA
5586
Mudita Advisors
United Kingdom
$183M -$12.6M -6% 19
IWA
5587
IVC Wealth Advisors
Pennsylvania
$183M +$3.9M +2% 175
GAA
5588
Global Assets Advisory
Florida
$183M +$120M +191% 174
HWM
5589
HighMark Wealth Management
Minnesota
$183M +$16.5M +10% 625
FAFN
5590
First Affirmative Financial Network
Colorado
$183M +$38.6M +27% 303
TVWM
5591
Tower View Wealth Management
Wisconsin
$183M +$8.47M +5% 197
RSA
5592
River Street Advisors
Illinois
$183M +$21.4M +13% 149
LIM
5593
Loudon Investment Management
New Hampshire
$182M +$12.5M +7% 101
MPCL
5594
My Personal CFO LLC
Washington
$182M -$4.93M -3% 102
OFA
5595
Onyx Financial Advisors
Idaho
$182M +$15.2M +9% 16
RCM
5596
Regency Capital Management
Hawaii
$182M +$26.6M +17% 54
LWM
5597
Lakeridge Wealth Management
Ohio
$182M +$15.6M +9% 156
LAI
5598
Legal Advantage Investments
California
$182M +$8.33M +5% 101
CHA
5599
Cooper/Haims Advisors
New York
$182M +$3.58M +2% 90
ASP
5600
Adams Street Partners
Illinois
$182M -$61M -25% 9