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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
WTFG
4176
Wells Trecaso Financial Group
Ohio
$157M +$11.7M +8% 12.9% 108% 84 23.81%
BCIM
4177
Bishop & Co Investment Management
Pennsylvania
$157M +$10.1M +7% 5.94% 47.6% 22 4.55%
AIA
4178
Arcadia Investment Advisors
Idaho
$157M +$9.27M +6% 6.92% 51.4% 111 29.73%
MWC
4179
MBM Wealth Consultants
Missouri
$157M +$14.8M +10% 4.47% 52.6% 238 13.87%
NWA
4180
New World Advisors
Massachusetts
$157M +$8.81M +6% 10% 95.9% 30 20%
GTAM
4181
Global Trust Asset Management
Florida
$156M +$13.2M +9% 9.62% 109% 405 10.12%
PWAP
4182
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$156M +$9.9M +7% 10.6% 58.5% 113 15.04%
OFCM
4183
One Fin Capital Management
California
$156M +$22.2M +17% 17.4% 75.5% 28 71.43%
HLAM
4184
Hidden Lake Asset Management
New York
$156M -$30.5M -16% 20.8% 342% 35 80%
SWAG
4185
Spectrum Wealth Advisory Group
California
$156M +$85.2M +120% 7.49% 57.2% 44 27.27%
BIMC
4186
Benson Investment Management Company
Virginia
$156M +$10.9M +8% 8.21% 91.6% 61 26.23%
ACM
4187
AREX Capital Management
New York
$156M +$56.7M +57% 18.9% 36.2% 12 33.33%
FWM
4188
FSA Wealth Management
Massachusetts
$156M +$8.62M +6% 8.54% 406 87.44%
KMWM
4189
Keudell/Morrison Wealth Management
Oregon
$156M +$34.7M +29% 5.61% 156 14.74%
ACM
4190
Asymmetry Capital Management
California
$156M +$25M +19% 26% 300% 50 68%
RWM
4191
Reston Wealth Management
Virginia
$156M +$10M +7% 5.84% 60.7% 44 13.64%
CC
4192
Codex Capital
New York
$156M 14.4% 84.4% 36
RIM
4193
Reliant Investment Management
Tennessee
$156M +$18.3M +13% 14% 122% 63 39.68%
MPW
4194
Monterey Private Wealth
California
$155M +$15.3M +11% 8.12% 29.8% 84 17.86%
WOA
4195
Water Oak Advisors
Florida
$155M +$57.4M +59% 7.19% 12.9% 17 29.41%
RZH
4196
Relyea Zuckerberg Hanson
Connecticut
$155M +$29.9M +24% 11.2% 84.4% 120 12.5%
DCM
4197
Disciplina Capital Management
Tennessee
$155M +$6.42M +4% 2.98% 23.9% 16 0%
BFWA
4198
Benchmark Financial Wealth Advisors
Florida
$155M +$19.2M +14% 7.15% 70.6% 66 21.21%
BAM
4199
Broadmark Asset Management
California
$155M -$28.5M -16% 9.92% 39.6% 4 75%
OAM
4200
Ostrum Asset Management
France
$155M -$13.1M -8% 19.4% 75.2% 75 36%