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
6026
Capital Impact Advisors
Massachusetts
$102M +$1.94M +2% 237
SLFPAM
6027
St. Louis Financial Planners Asset Management
Missouri
$102M 18
OC
6028
Optimas Capital
Hong Kong
$102M -$16.5M -14% 44
AS
6029
American Securities
New York
$102M +$22.5M +28% 1
IFPL
6030
Investments & Financial Planning LLC
Kentucky
$102M 36
VWA
6031
VERITY Wealth Advisors
United States
$102M +$4.43M +5% 74
TA
6032
TRB Advisors
New York
$102M +$95K +0.1% 4
ABP
6033
Arthur B. Page
$102M +$6.06M +6% 50
SMWM
6034
Silvia McColl Wealth Management
California
$102M 105
CAM
6035
Campion Asset Management
Virginia
$102M +$7.18M +8% 94
OC
6036
Oppenheimer & Close
New York
$102M +$9.41M +10% 63
EI
6037
EDMP Inc
Florida
$102M +$7.84M +8% 60
GWMI
6038
Guardian Wealth Management (Illinois)
Illinois
$102M +$13.2M +15% 272
TIM
6039
Timelo Investment Management
Ontario, Canada
$102M +$50.9M +100% 79
SGWM
6040
Sterling Group Wealth Management
California
$102M 48
DC
6041
Darrow Company
Massachusetts
$102M +$6.13M +6% 33
SWMP
6042
Signature Wealth Management Partners
New Jersey
$102M +$10.7M +12% 105
KA
6043
Kooman & Associates
Pennsylvania
$101M 40
AMAL
6044
Asset Management Advisors LLC
Oklahoma
$101M +$4.44M +5% 17
AA
6045
AlphaCentric Advisors
Puerto Rico
$101M +$3.77M +4% 226
KFS
6046
Kaizen Financial Strategies
California
$101M +$3.04M +3% 139
AWA
6047
Archvest Wealth Advisors
California
$101M +$3.56M +4% 44
GPTE
6048
Generali Powszechne Towarzystwo Emerytalne
Poland
$101M +$13.1M +15% 29
MHWM
6049
Montz Harcus Wealth Management
Louisiana
$101M +$10.1M +11% 56
SA
6050
SRN Advisors
Pennsylvania
$101M -$18.8M -16% 127