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
ONSWM
5901
Old North State Wealth Management
North Carolina
$114M -$236K -0.2% 75
PCM
5902
Presidio Capital Management
California
$114M -$11M -9% 44
CPWM
5903
Cypress Point Wealth Management
Texas
$114M +$20M +21% 55
RFO
5904
RiverGlades Family Offices
Florida
$114M +$1.58M +1% 79
WHCI
5905
W.H. Cornerstone Investments
Massachusetts
$114M +$1.91M +2% 138
ASI
5906
Advisory Services & Investments
Oregon
$114M -$7.36M -6% 39
SA
5907
swisspartners Advisors
Switzerland
$114M -$10.1M -8% 28
GCIM
5908
Gunn & Company Investment Management
Florida
$114M 55
IIM
5909
InTrack Investment Management
Vermont
$114M -$8.8M -7% 145
KL
5910
KilterHowling LLC
Colorado
$114M -$3.22M -3% 55
PFA
5911
Plotkin Financial Advisors
Maryland
$114M -$6.62M -6% 82
BMD
5912
Better Money Decisions
New Mexico
$114M -$9.09M -7% 63
ACM
5913
Athyrium Capital Management
New York
$114M -$40.6M -26% 7
FPW
5914
Flagship Private Wealth
Massachusetts
$114M -$7.23M -6% 76
SA
5915
Syntax Advisors
New York
$114M -$10.6M -9% 220
GAA
5916
Global Assets Advisory
Florida
$113M +$4.09M +4% 143
CFG
5917
Cosner Financial Group
Colorado
$113M -$7.84M -6% 24
PP
5918
PFS Partners
New Jersey
$113M -$6.02M -5% 490
EWM
5919
Essex Woodlands Management
Texas
$113M -$18.7M -14% 6
ICMARC
5920
International City Management Association Retirement Corp
District of Columbia
$113M -$5.11M -4% 6
APW
5921
Axim Planning & Wealth
Ohio
$113M +$1.88M +2% 28
ICMP
5922
Integrated Capital Management (Pennsylvania)
Pennsylvania
$113M +$1.2M +1% 82
VCM
5923
Verger Capital Management
North Carolina
$113M -$47.9M -30% 13
CIEP
5924
Constellation Investimentos e Participacoes
Brazil
$113M +$6.87M +6% 7
BFA
5925
Brown Financial Advisory
Alabama
$113M -$9.69M -8% 31