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
CWG
5776
Crown Wealth Group
North Carolina
$127M +$7.38M +6% 75
WP
5777
Wealthspan Partners
Iowa
$127M +$9.73M +8% 78
MA
5778
McBroom & Associates
Nevada
$127M +$14.9M +13% 37
AWM
5779
Altus Wealth Management
Kentucky
$127M +$5.78M +5% 30
FF
5780
Financial Futures
New Jersey
$127M +$7.84M +7% 51
HAG
5781
HF Advisory Group
Maryland
$127M +$13.9M +12% 142
SKK
5782
Shepherd Kaplan Krochuk
Massachusetts
$126M +$13.1M +12% 61
PWIA
5783
Porter White Investment Advisors
Alabama
$126M +$9.8M +8% 25
CCM
5784
Chiron Capital Management
Florida
$126M -$17.6M -12% 130
CIM
5785
Chapman Investment Management
California
$126M +$4.65M +4% 39
PWM
5786
Peterson Wealth Management
Nevada
$126M +$21.7M +21% 73
MI
5787
Merk Investments
California
$126M +$11M +10% 15
SIM
5788
Sterling Investment Management
Arizona
$126M +$450K +0.4% 63
MMC
5789
Mainsail Management Company
Texas
$126M -$2.56M -2% 2
BSWA
5790
Bromfield Sneider Wealth Advisors
Massachusetts
$126M +$7.19M +6% 98
PL
5791
Protective Life
Alabama
$126M -$24.8M -16% 19
I
5792
IMPACTfolio
Colorado
$126M +$6.45M +5% 52
ORAM
5793
One River Asset Management
Connecticut
$126M -$9.55M -7% 129
PWMG
5794
Pioneer Wealth Management Group
Texas
$126M +$13.5M +12% 37
LA
5795
Lane & Associates
New Jersey
$126M +$13.5M +12% 101
PPWM
5796
Paragon Private Wealth Management
Kentucky
$126M +$7.13M +6% 134
RH
5797
RFG Holdings
Texas
$126M -$55.6K -0% 18
IDBONY
5798
Israel Discount Bank of New York
New York
$126M -$7.53M -6% 87
KSCM
5799
King Street Capital Management
New York
$126M -$8.25M -6% 17
GF
5800
Gates Foundation
Washington
$126M +$12.4M +11% 9