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
IFA
6376
Invus Financial Advisors
New York
$126M -$2M -2% 7
CWM
6377
Certus Wealth Management
California
$126M +$7.75M +7% 57
EC
6378
EdgeRock Capital
Colorado
$126M -$11.5M -8% 328
RFO
6379
RiverGlades Family Offices
Florida
$126M +$2.04M +2% 83
TNAM
6380
Terra Nova Asset Management
New York
$126M +$11.5M +10% 90
LIA
6381
LifePlan Investment Advisors
North Carolina
$125M +$16.2M +15% 88
FWM
6382
FMB Wealth Management
California
$125M +$15.9M +15% 67
CCA
6383
Clarity Capital Advisors
Florida
$125M +$10.1M +9% 79
JCFM
6384
JBR Co Financial Management
Oklahoma
$125M +$18.8M +18% 102
SKK
6385
Shepherd Kaplan Krochuk
Massachusetts
$125M +$2.28M +2% 58
LIM
6386
Lancaster Investment Management
United Kingdom
$125M -$65.7M -34% 9
UIA
6387
Ulland Investment Advisors
Minnesota
$125M +$26M +26% 265
VWWMG
6388
Vermillion & White Wealth Management Group
Pennsylvania
$125M +$22.1M +21% 367
VBCG
6389
Valley Brook Capital Group
Pennsylvania
$125M +$10.3M +9% 123
FIC
6390
FCG Investment Company
Tennessee
$125M +$23M +23% 102
AA
6391
Atmos Advisory
Pennsylvania
$125M +$181K +0.1% 21
MFG
6392
Mosaic Financial Group
Illinois
$125M 129
SPWG
6393
Sage Private Wealth Group
Illinois
$125M +$12.7M +11% 85
LAS
6394
LWM Advisory Services
Florida
$125M +$11M +10% 91
SM
6395
Salzhauer Michael
$125M +$13.3M +12% 87
SIA
6396
Schear Investment Advisers
Ohio
$125M +$20.8M +20% 88
BA
6397
Brightwater Advisory
Florida
$125M +$6.08M +5% 66
PWA
6398
Primoris Wealth Advisors
Florida
$124M +$18.5M +17% 102
AWP
6399
Avid Wealth Partners
Texas
$124M +$23.6M +23% 43
CCM
6400
Chaney Capital Management
Washington
$124M +$12M +11% 32