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
CPG
6451
Custom Portfolio Group
Colorado
$121M +$8.93M +8% 246
HFAS
6452
Hummer Financial Advisory Services
Illinois
$121M +$12M +11% 109
SA
6453
swisspartners Advisors
Switzerland
$121M +$6.81M +6% 31
JHWEPV
6454
J.H. Whitney Equity Partners VII
Connecticut
$121M -$9.24M -7% 1
PFS
6455
Prospect Financial Services
New York
$121M +$22M +22% 77
CG
6456
Clifford Group
Massachusetts
$121M +$13.2M +12% 75
O3W
6457
Omni 360 Wealth
New Jersey
$121M +$13.9M +13% 107
BAM
6458
BTS Asset Management
Massachusetts
$121M -$11.7M -9% 37
UL
6459
Unionview LLC
Washington
$121M +$9.5M +9% 95
D
6460
Dentgroup
Louisiana
$121M +$8.23M +7% 82
OA
6461
Oceanside Advisors
South Carolina
$121M +$7.52M +7% 49
EMAM
6462
Encompass More Asset Management
California
$121M +$31.7M +36% 129
ASFA
6463
All Season Financial Advisors
Colorado
$121M +$3.06M +3% 120
FWM
6464
FMA Wealth Management
Massachusetts
$121M +$11M +10% 41
TFM
6465
Trademark Financial Management
Minnesota
$121M -$15.6M -11% 92
EWM
6466
Echo Wealth Management
Minnesota
$121M +$13.4M +13% 45
GAA
6467
Guardian Asset Advisors
Pennsylvania
$121M +$14M +13% 105
BWG
6468
Berry Wealth Group
Texas
$121M +$11.8M +11% 84
EPCA
6469
Elizabeth Park Capital Advisors
Ohio
$121M -$23.7M -16% 51
WWWM
6470
White Wing Wealth Management
Texas
$120M +$11.8M +11% 31
GEH
6471
General Equity Holdings
New York
$120M +$34M +39% 5
CCA
6472
Cravens & Co Advisors
Tennessee
$120M +$4.47M +4% 75
GRA
6473
Golden Road Advisors
Florida
$120M +$15.8M +15% 38
CIM
6474
Courant Investment Management
Tennessee
$120M +$17.4M +17% 9
ACM
6475
Arlington Capital Management
Illinois
$120M +$10.3M +9% 131