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
WP
5626
Wealthspan Partners
Iowa
$127M -$164K -0.1% 83
WMRU
5627
William Marsh Rice University
Texas
$127M -$20.3M -14% 6
EWM
5628
Evergreen Wealth Management
Michigan
$127M -$1.13M -0.9% 56
CIA
5629
Cascade Investment Advisors
Oregon
$126M -$7.52M -6% 117
SWM
5630
Salvus Wealth Management
New Jersey
$126M -$3.73M -3% 109
GAM
5631
GEM Asset Management
Michigan
$126M -$3.22M -2% 81
KC
5632
Kades & Cheifetz
Pennsylvania
$126M -$4.13M -3% 79
WAC
5633
William Allan Corp
Colorado
$126M -$4.28M -3% 48
GIM
5634
Greenwich Investment Management
Connecticut
$126M -$6.21M -5% 49
PFWA
5635
Paces Ferry Wealth Advisors
Georgia
$126M -$7.04M -5% 112
RA
5636
Rise Advisors
New York
$126M -$3.21M -2% 704
SWM
5637
SFG Wealth Management
Maryland
$126M +$6.55M +5% 109
LAIC
5638
Lederer & Associates Investment Counsel
California
$126M -$6.67M -5% 90
ICP
5639
Interchange Capital Partners
Pennsylvania
$126M -$5.23M -4% 168
HKIMG
5640
Hutchens & Kramer Investment Management Group
Indiana
$126M +$657K +0.5% 129
BIP
5641
Blue Investment Partners
California
$126M -$5.35M -4% 33
FC
5642
Financial Council
Maryland
$126M -$5.31M -4% 72
BC
5643
Bowman & Company
Wisconsin
$126M -$6.42M -5% 89
MA
5644
McBroom & Associates
Nevada
$126M -$1.17M -0.9% 38
BWS
5645
BCR Wealth Strategies
Alabama
$126M -$3.78M -3% 19
CA
5646
CV Advisors
Florida
$125M -$1.35M -1% 22
BWCS
5647
Beirne Wealth Consulting Services
Connecticut
$125M +$94 +0% 94
PCMM
5648
Piedmont Capital Management (Montana)
Montana
$125M -$6.41M -5% 47
NC
5649
Naman Capital
Brazil
$125M -$21.8M -15% 11
AIA
5650
Arrow Investment Advisors
Maryland
$125M -$1.86M -1% 70