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
LFA
5876
Lauterbach Financial Advisors
Texas
$152M -$507K -0.3% 68
EFIC
5877
Eliot Finkel Investment Counsel
California
$152M -$2.93M -2% 30
ONSWM
5878
Old North State Wealth Management
North Carolina
$152M -$1.34M -0.9% 103
DEM
5879
Disciplined Equity Management
Florida
$152M +$1.25M +0.8% 64
CCP
5880
Cassia Capital Partners
North Carolina
$152M +$1.2M +0.8% 62
SI
5881
Stash Investments
New York
$152M +$11.9M +8% 5
TCFP
5882
Treasure Coast Financial Planning
Florida
$152M -$1.28M -0.8% 35
BMMM
5883
Boston Mountain Money Management
Arkansas
$152M +$5.57M +4% 64
GPA
5884
Garrison Point Advisors
California
$152M -$4.03M -3% 152
APM
5885
Advanced Portfolio Management
New York
$151M +$98.5M +186% 47
SF
5886
SWP Financial
California
$151M +$8.53M +6% 53
AAMC
5887
Asset Allocation & Management Company
Illinois
$151M -$1.43M -0.9% 49
CGH
5888
CMG Global Holdings
Texas
$151M +$5.64M +4% 95
AIMA
5889
Ables Iannone Moore & Associates
Georgia
$151M +$11.2M +8% 74
CFAM
5890
Center For Asset Management
Florida
$151M +$29M +24% 125
BGA
5891
Battery Global Advisors
Massachusetts
$151M +$27.8M +23% 41
PCP
5892
Pacific Capital Partners
$151M -$1.76M -1% 63
KIM
5893
Kestrel Investment Management
California
$151M +$1.2M +0.8% 44
BA
5894
Ballew Advisors
Mississippi
$151M +$6.03M +4% 105
CCM
5895
Chaney Capital Management
Washington
$151M +$26.5M +21% 38
CAIMH
5896
Central Asset Investments & Management Holdings
Hong Kong
$151M +$61.1M +68% 66
SVBP
5897
Strategic Value Bank Partners
Ohio
$151M -$2.03M -1% 22
EWM
5898
Evergreen Wealth Management
Michigan
$151M +$3.19M +2% 55
AWA
5899
Archvest Wealth Advisors
California
$151M +$9.41M +7% 65
PRI
5900
Prepared Retirement Institute
Pennsylvania
$151M +$16.9M +13% 83