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
CWR
6701
Chico Wealth RIA
California
$147M +$20.7M +16% 39
AIA
6702
Accelerate Investment Advisors
California
$147M +$12.6M +9% 126
AAG
6703
Accordant Advisory Group
Maryland
$147M +$12.7M +9% 185
ADBIC
6704
A.D. Beadell Investment Counsel
Wisconsin
$147M +$15.7M +12% 98
AUIM
6705
Aegon USA Investment Management
Iowa
$147M +$13.3M +10% 47
SWM
6706
Sagace Wealth Management
Florida
$147M +$13M +10% 72
CWA
6707
CogentBlue Wealth Advisors
Tennessee
$147M +$16.2M +12% 79
BF
6708
Baring Financial
Washington
$147M +$12.8M +10% 67
MCM
6709
MidAtlantic Capital Management
Virginia
$147M +$5.58M +4% 80
CI
6710
Chartist Inc
California
$146M 21
CCA
6711
Cravens & Co Advisors
Tennessee
$146M +$12.5M +9% 59
LFA
6712
Laraway Financial Advisors
Minnesota
$146M +$14.6M +11% 127
HWMC
6713
Heritage Wealth Management (California)
California
$146M +$14.6M +11% 91
MPIA
6714
Milestones Private Investment Advisors
New York
$146M +$11.3M +8% 122
AV
6715
Alamea Verwaltungs
New Jersey
$146M +$13.5M +10% 121
CF
6716
Cyr Financial
Illinois
$146M +$16.9M +13% 64
AIM
6717
AHL Investment Management
Florida
$146M -$3.55M -2% 74
LIC
6718
Laurus Investment Counsel
Canada
$146M -$6.88M -4% 47
CFG
6719
Copley Financial Group
California
$146M +$11.3M +8% 129
GT
6720
GreatBanc Trust
Illinois
$146M 76
AFM
6721
Aspetuck Financial Management
Connecticut
$146M +$13.3M +10% 73
WMRU
6722
William Marsh Rice University
Texas
$146M +$5.52M +4% 2
TCM
6723
TABR Capital Management
California
$146M +$29.3M +25% 61
CFP
6724
Comprehensive Financial Planning
Pennsylvania
$146M +$18.9M +15% 357
APCM
6725
Arbiter Partners Capital Management
New York
$146M +$33.2M +29% 42