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
CP
6026
Clayton Partners
California
$115M +$10.2M +10% 42
SPWM
6027
Straight Path Wealth Management
Michigan
$115M 77
MPCL
6028
My Personal CFO LLC
Washington
$115M 61
ACM
6029
Alethea Capital Management
Washington
$115M +$1.11M +1% 106
ARS
6030
Adirondack Retirement Specialists
New York
$115M +$6.7M +6% 19
BWM
6031
Birchcreek Wealth Management
Ohio
$115M +$7.43M +7% 129
LCM
6032
Lynx1 Capital Management
Puerto Rico
$115M 10
BA
6033
Bivin & Associates
Oklahoma
$115M 412
MSA
6034
McAlister Sweet & Associates
Texas
$115M 38
PC
6035
Plaisance Capital
Colorado
$115M +$16.9M +17% 49
ABLA
6036
Alan B. Lancz & Associates
Ohio
$114M 147
TBNY
6037
Trustco Bank (New York)
New York
$114M +$7.12M +7% 71
RIA
6038
Richwood Investment Advisors
Ohio
$114M 269
CH
6039
CVS Health
Rhode Island
$114M 4
SA
6040
SWM Advisors
Florida
$114M 31
GB
6041
Gunma Bank
Japan
$114M -$66.1M -37% 57
AMR
6042
Asset Management Resources
Massachusetts
$114M 56
RCM
6043
RVB Capital Management
New York
$114M -$24.3M -18% 44
WAM
6044
Walker Asset Management
Missouri
$114M 80
MHWM
6045
Montz Harcus Wealth Management
Louisiana
$114M 56
I
6046
IMPACTfolio
Colorado
$114M 47
BFA
6047
Brown Financial Advisory
Alabama
$114M -$7.32M -6% 28
PL
6048
Protective Life
Alabama
$114M -$875K -0.8% 13
BHCM
6049
Brevan Howard Capital Management
Jersey
$114M -$50.8M -31% 46
DG
6050
Doman Group
New York
$114M 80