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
HBT
5626
Heartland Bank & Trust
Illinois
$127M -$1.25M -1% 132
WP
5627
Wealthspan Partners
Iowa
$127M -$164K -0.1% 83
WMRU
5628
William Marsh Rice University
Texas
$127M -$20.3M -14% 6
EWM
5629
Evergreen Wealth Management
Michigan
$127M -$1.13M -0.9% 56
CIA
5630
Cascade Investment Advisors
Oregon
$126M -$7.52M -6% 117
SWM
5631
Salvus Wealth Management
New Jersey
$126M -$3.73M -3% 109
GAM
5632
GEM Asset Management
Michigan
$126M -$3.22M -2% 81
KC
5633
Kades & Cheifetz
Pennsylvania
$126M -$4.13M -3% 79
WAC
5634
William Allan Corp
Colorado
$126M -$4.28M -3% 48
GIM
5635
Greenwich Investment Management
Connecticut
$126M -$6.21M -5% 49
PFWA
5636
Paces Ferry Wealth Advisors
Georgia
$126M -$7.04M -5% 112
RA
5637
Rise Advisors
New York
$126M -$3.21M -2% 704
SWM
5638
SFG Wealth Management
Maryland
$126M +$6.55M +5% 109
LAIC
5639
Lederer & Associates Investment Counsel
California
$126M -$6.67M -5% 90
ICP
5640
Interchange Capital Partners
Pennsylvania
$126M -$5.23M -4% 168
HKIMG
5641
Hutchens & Kramer Investment Management Group
Indiana
$126M +$657K +0.5% 129
BIP
5642
Blue Investment Partners
California
$126M -$5.35M -4% 33
FC
5643
Financial Council
Maryland
$126M -$5.31M -4% 72
BC
5644
Bowman & Company
Wisconsin
$126M -$6.42M -5% 89
MA
5645
McBroom & Associates
Nevada
$126M -$1.17M -0.9% 38
BWS
5646
BCR Wealth Strategies
Alabama
$126M -$3.78M -3% 19
CA
5647
CV Advisors
Florida
$125M -$1.35M -1% 22
BWCS
5648
Beirne Wealth Consulting Services
Connecticut
$125M +$94 +0% 94
PCMM
5649
Piedmont Capital Management (Montana)
Montana
$125M -$6.41M -5% 47
NC
5650
Naman Capital
Brazil
$125M -$21.8M -15% 11