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
CWAI
7326
Core Wealth Advisors (Indiana)
Indiana
$127M 32
PAG
7327
Poinciana Advisors Group
Florida
$127M +$8.37M +7% 147
SHC
7328
SALT Holding Corp
Delaware
$127M +$47.5M +60% 19
RWM
7329
Redstone Wealth Management
Oklahoma
$127M 39
GCM
7330
Graver Capital Management
Ohio
$127M +$7.9M +7% 26
JIM
7331
JCP Investment Management
Texas
$127M -$26M -17% 21
1GI
7332
180 GPS Investments
$127M -$45.6M -27% 22
VA
7333
Veratis Advisors
North Carolina
$126M 75
ECP
7334
Epacria Capital Partners
Colorado
$126M +$3.04M +2% 36
GWM
7335
Gilpin Wealth Management
Colorado
$126M 976
AFA
7336
Allium Financial Advisors
Oregon
$126M +$5.33M +4% 85
HCA
7337
Harpswell Capital Advisors
Maine
$126M +$21.3M +20% 42
SJGA
7338
Stephen J. Garry & Associates
New York
$126M +$864K +0.7% 55
SAM
7339
Seelaus Asset Management
New Jersey
$126M -$3.04K -0% 193
TWPM
7340
Total Wealth Planning & Management
Florida
$126M 186
PCM
7341
Perkins Capital Management
Minnesota
$126M +$12.5M +11% 92
KGC
7342
Kennon-Green & Company
Ohio
$126M -$2.93M -2% 44
MWM
7343
M3 Wealth Management
Ohio
$126M 117
JBW
7344
Journey Beyond Wealth
Georgia
$126M +$4.16M +3% 34
NFC
7345
Northstar Financial Companies
Pennsylvania
$126M +$17.5M +16% 122
KIA
7346
Kraematon Investment Advisors
Massachusetts
$126M +$8.67M +7% 110
AGFVA
7347
Accel Growth Fund V Associates
California
$125M -$13.7M -10% 2
TCM
7348
TT Capital Management
California
$125M -$5.41M -4% 81
GPCM
7349
Guardsman Private Capital Management
Florida
$125M 40
FF
7350
Fox Financial
Pennsylvania
$125M -$254K -0.2% 12