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
CRIG
6376
Charter Research & Investment Group
Connecticut
$126M +$5.64M +5% 90
BMD
6377
Better Money Decisions
New Mexico
$126M +$5.62M +5% 69
PWAM
6378
Pinnacle West Asset Management
Wyoming
$126M +$9.35M +8% 106
SCM
6379
Stadium Capital Management
Connecticut
$126M +$6.82M +6% 10
CFIM
6380
Client First Investment Management
Wisconsin
$126M +$23M +22% 33
NA
6381
NVP Associates
California
$126M +$13.8M +12% 6
IFA
6382
Invus Financial Advisors
New York
$126M -$2M -2% 7
CWM
6383
Certus Wealth Management
California
$126M +$7.75M +7% 57
EC
6384
EdgeRock Capital
Colorado
$126M -$11.5M -8% 328
RFO
6385
RiverGlades Family Offices
Florida
$126M +$2.04M +2% 83
TNAM
6386
Terra Nova Asset Management
New York
$126M +$11.5M +10% 90
LIA
6387
LifePlan Investment Advisors
North Carolina
$125M +$16.2M +15% 88
FWM
6388
FMB Wealth Management
California
$125M +$15.9M +15% 67
CCA
6389
Clarity Capital Advisors
Florida
$125M +$10.1M +9% 79
JCFM
6390
JBR Co Financial Management
Oklahoma
$125M +$18.8M +18% 102
SKK
6391
Shepherd Kaplan Krochuk
Massachusetts
$125M +$2.28M +2% 58
LIM
6392
Lancaster Investment Management
United Kingdom
$125M -$65.7M -34% 9
UIA
6393
Ulland Investment Advisors
Minnesota
$125M +$26M +26% 265
VWWMG
6394
Vermillion & White Wealth Management Group
Pennsylvania
$125M +$22.1M +21% 367
VBCG
6395
Valley Brook Capital Group
Pennsylvania
$125M +$10.3M +9% 123
FIC
6396
FCG Investment Company
Tennessee
$125M +$23M +23% 102
AA
6397
Atmos Advisory
Pennsylvania
$125M +$181K +0.1% 21
MFG
6398
Mosaic Financial Group
Illinois
$125M 129
SPWG
6399
Sage Private Wealth Group
Illinois
$125M +$12.7M +11% 85
LAS
6400
LWM Advisory Services
Florida
$125M +$11M +10% 91