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
FA
5776
Financial Advantage
Maryland
$124M +$2.5M +2% 157
ASI
5777
Advisory Services & Investments
Oregon
$124M -$32.8M -21% 41
CIA
5778
Cladis Investment Advisory
Montana
$123M -$1.21M -1% 162
MVPI
5779
Maven Ventures Partners II
California
$123M -$58.6M -32% 2
WF
5780
Warner Financial
Maryland
$123M +$3.58M +3% 87
PFG
5781
Pinnacle Financial Group
Illinois
$123M -$5.96M -5% 69
GBWM
5782
Granite Bay Wealth Management
New Hampshire
$123M +$22.2M +22% 65
CRIG
5783
Charter Research & Investment Group
Connecticut
$123M -$3.73M -3% 87
CFO
5784
Custos Family Office
Texas
$123M +$13.9M +13% 36
SCM
5785
Spring Capital Management
Texas
$123M -$2.83M -2% 32
HV
5786
HST Ventures
Utah
$123M +$15.5M +14% 28
AV
5787
Arboretum Ventures
Michigan
$123M -$50.5M -29% 3
IIM
5788
InTrack Investment Management
Vermont
$123M -$21.7M -15% 129
BFA
5789
Brown Financial Advisory
Alabama
$123M +$8.95M +8% 31
MW
5790
Milestone Wealth
New York
$123M -$1.82M -1% 245
GCL
5791
Gouws Capital LLC
North Carolina
$123M -$884K -0.7% 54
RF
5792
Resolute Financial
Massachusetts
$123M -$10.9M -8% 122
PAG
5793
Paladin Advisory Group
Iowa
$123M 290
MM
5794
MQS Management
New York
$123M +$60.5M +97% 439
TIA
5795
Trust Investment Advisors
Indiana
$123M -$4.06M -3% 96
AW
5796
Apricus Wealth
South Carolina
$123M +$10.6M +9% 97
KCFA
5797
Key Client Fiduciary Advisors
New Jersey
$123M +$2.95M +2% 132
OIM
5798
Orca Investment Management
Oregon
$123M +$921K +0.8% 62
MPW
5799
Melone Private Wealth
Michigan
$123M -$10.3M -8% 62
KA
5800
Keene & Associates
Texas
$123M +$6.83M +6% 83