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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
CPIA
4201
Cornell Pochily Investment Advisors
New York
$208M +$458K +0.2% 154
SCG
4202
Sonata Capital Group
Washington
$208M +$6.12M +3% 133
KIC
4203
Keating Investment Counselors
Florida
$208M +$8.35M +4% 60
PM
4204
Parametrica Management
Hong Kong
$208M +$45.9M +28% 253
MG
4205
MilWealth Group
Wisconsin
$208M +$6.24M +3% 72
AWMT
4206
AAFMAA Wealth Management & Trust
North Carolina
$208M +$1.2M +0.6% 69
BI
4207
Ballast Inc
Kentucky
$208M +$11.9M +6% 95
BOC
4208
Barbara Oil Co
Illinois
$208M +$9.05M +5% 89
PEA
4209
Pacific Edge Advisors
California
$208M +$15.6M +8% 38
WFA
4210
Wellspring Financial Advisors
Ohio
$207M -$79.2M -28% 111
BCP
4211
Berkeley Capital Partners
Georgia
$207M +$12.5M +6% 140
NG
4212
NatWest Group
United Kingdom
$207M -$64.8M -24% 81
PI
4213
Pettee Investors
Connecticut
$207M +$18.4M +10% 127
TSA
4214
Tri-Star Advisors
Texas
$207M +$25.7M +14% 51
ICM
4215
Invenomic Capital Management
Massachusetts
$207M +$39.9M +24% 167
AFWM
4216
AMJ Financial Wealth Management
Virginia
$207M +$12M +6% 97
UWM
4217
USAdvisors Wealth Management
Minnesota
$207M -$1.39M -0.7% 112
HF
4218
Halpern Financial
Virginia
$207M +$14.3M +7% 285
VAS
4219
VR Advisory Services
Cayman Islands
$207M +$97M +89% 57
FRA
4220
Front Row Advisors
California
$206M +$11.3M +6% 991
PB
4221
Pinnacle Bancorp
Nebraska
$206M +$44M +27% 767
SI
4222
Shaker Investments
Ohio
$206M +$7.64M +4% 95
MWA
4223
MFA Wealth Advisors
Pennsylvania
$206M +$93.9M +84% 61
IACCGIA
4224
IDG-Accel China Capital GP II Associates
Hong Kong
$206M -$27.6M -12% 3
HW
4225
Hamilton Wealth
California
$206M +$10.8M +6% 69