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
CIA
5876
Cohen Investment Advisors
New Hampshire
$164M +$39.2M +32% 79
HM
5877
Heronetta Management
New York
$164M +$7.23M +5% 23
BFG
5878
Baron Financial Group
New Jersey
$164M +$6.27M +4% 47
CMBA
5879
C.M. Bidwell & Associates
Hawaii
$164M +$14.2M +9% 560
CTC
5880
Cetera Trust Company
Minnesota
$164M +$4.22M +3% 411
MA
5881
McBroom & Associates
Nevada
$163M +$3.87M +2% 35
DCI
5882
Data Collective IV
California
$163M +$20.8M +15% 6
LAM
5883
LifePro Asset Management
California
$163M +$23.9M +17% 176
OPWM
5884
Oxinas Partners Wealth Management
Indiana
$163M +$12.9M +9% 131
DFA
5885
DHK Financial Advisors
New Hampshire
$163M +$19.9M +14% 93
BWG
5886
Boomfish Wealth Group
Georgia
$163M +$8.44M +5% 93
EFIC
5887
Eliot Finkel Investment Counsel
California
$163M +$11.1M +7% 31
M1FG
5888
Mach-1 Financial Group
Arkansas
$163M +$21M +15% 90
MCM
5889
Mendel Capital Management
Arkansas
$163M +$8.21M +5% 100
SWM
5890
Salvus Wealth Management
New Jersey
$163M +$17.2M +12% 119
SVBP
5891
Strategic Value Bank Partners
Ohio
$163M +$11.9M +8% 22
NAAA
5892
New Age Alpha Advisors
New York
$163M -$18M -10% 179
AL
5893
ADE LLC
Maryland
$163M +$14.5M +10% 84
WAL
5894
W Advisors LLC
Tennessee
$162M +$9.92M +7% 120
TF
5895
Tudor Financial
Ohio
$162M 124
HCM
5896
Helios Capital Management
Singapore
$162M +$8.77M +6% 50
RB
5897
Richmond Brothers
Michigan
$162M +$112M +221% 38
TGI
5898
TRV GP IV
Massachusetts
$162M -$40.1M -20% 3
4FG
5899
4Thought Financial Group
New York
$162M +$1.12M +0.7% 109
FWM
5900
Finer Wealth Management
Massachusetts
$162M +$7.02M +5% 81