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
CIA
2451
Compass Ion Advisors
Pennsylvania
$583M +$189M +48% 226
TCM
2452
Twele Capital Management
Minnesota
$583M -$37.5M -6% 41
MIOT
2453
Massachusetts Institute of Technology
Massachusetts
$581M -$87.9M -13% 11
KBFS
2454
Kohmann Bosshard Financial Services
Ohio
$581M +$608K +0.1% 191
AOWM
2455
Alpha Omega Wealth Management
Virginia
$580M -$11.9M -2% 207
CA
2456
Crewe Advisors
Utah
$578M -$134M -19% 946
RA
2457
RR Advisors
Texas
$578M +$30.5M +6% 22
AWA
2458
Arete Wealth Advisors
Illinois
$578M -$554M -49% 758
CFFNO
2459
Common Fund For Nonprofit Organizations
Connecticut
$576M -$59.1M -9% 11
DBG
2460
De Burlo Group
Massachusetts
$576M -$25.4M -4% 86
SPC
2461
Stewart & Patten Company
California
$576M -$36.4M -6% 92
NM
2462
NWI Management
New York
$575M +$224M +64% 46
CBT
2463
Central Bank & Trust
Kentucky
$575M -$14.8M -3% 339
KWM
2464
Keebeck Wealth Management
Illinois
$574M -$154M -21% 277
TF
2465
Talbot Financial
Washington
$574M -$14.3M -2% 59
HFM
2466
Harvest Fund Management
China
$573M +$75.6M +15% 743
AIA
2467
Arbor Investment Advisors
North Carolina
$572M +$4.82M +0.8% 109
VNA
2468
Valley National Advisers
Pennsylvania
$572M -$22.6M -4% 1,143
CA
2469
Cornerstone Advisory
Maryland
$572M +$2.39M +0.4% 220
SAM
2470
Stansberry Asset Management
Texas
$571M +$25.3M +5% 116
PDM
2471
Penn Davis McFarland
Texas
$571M +$9.28M +2% 48
DSAM
2472
Dock Street Asset Management
Florida
$571M -$10.2M -2% 45
LP
2473
LGL Partners
Pennsylvania
$570M -$14.6M -2% 102
CCFM
2474
Clear Creek Financial Management
Washington
$570M -$7.18M -1% 348
FMP
2475
Financial Management Professionals
Texas
$569M -$29.1M -5% 1,120