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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
UWM
4201
USAdvisors Wealth Management
Minnesota
$308M +$21.9M +8% 0.31% 55% 145 15.17%
AIM
4202
AMI Investment Management
Indiana
$308M +$12.3M +4% 0.63% 47.9% 72 11.11%
TCWM
4203
Total Clarity Wealth Management
Illinois
$308M -$3.13M -1% 1.01% 69.7% 299 23.75%
NIA
4204
NIA Impact Advisors
California
$308M +$6.34M +2% 3.37% 120 15.83%
PB
4205
Pinnacle Bancorp
Nebraska
$307M -$66.6M -18% 0.38% 68.3% 910 7.47%
BFA
4206
Beacon Financial Advisory
Ohio
$307M +$13.4M +5% 0.94% 53.5% 313 9.27%
SFWC
4207
Strategic Family Wealth Counselors
New Jersey
$307M +$21.3M +7% 2.95% 60.6% 149 18.79%
SBLIC
4208
Security Benefit Life Insurance Company
Kansas
$307M +$109M +55% 20% 60.6% 29 34.48%
CW
4209
Channel Wealth
California
$307M +$3.39M +1% 0.51% 50.2% 178 17.98%
BIC
4210
B&I Capital
Switzerland
$307M -$38.1M -11% 7.19% 15.9% 34 41.18%
TAS
4211
TIFF Advisory Services
Pennsylvania
$307M +$6.03M +2% 2.94% 85.9% 20 15%
CD
4212
Chapin Davis
Maryland
$307M -$2.18M -0.7% 2.65% 323% 233 0.86%
PWP
4213
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 0.3% 152 9.21%
DAM
4214
Deepwater Asset Management
Minnesota
$306M +$21.6M +8% 6.08% 70.4% 26 23.08%
DSA
4215
Droms Strauss Advisors
Missouri
$306M +$23.9M +8% 1.6% 56.1% 73 13.7%
PFP
4216
Patriot Financial Partners
Pennsylvania
$306M +$23M +8% 6.87% 16.6% 9 11.11%
ACM
4217
Alight Capital Management
New York
$306M +$16.7M +6% 16.2% 311% 74 50%
T
4218
TrueFG
Texas
$306M +$237K +0.1% 2.06% 51.4% 54 5.56%
RW
4219
Regimen Wealth
Georgia
$306M -$2.91M -0.9% 2.47% 28.5% 70 15.71%
HWP
4220
Highline Wealth Partners
California
$306M +$7.17M +2% 3.99% 82.9% 668 19.31%
WTFG
4221
Wells Trecaso Financial Group
Ohio
$306M +$1.97M +0.6% 2.29% 108% 92 4.35%
CWA
4222
CM Wealth Advisors
Ohio
$306M -$2.87M -0.9% 1.21% 55.8% 87 6.9%
CA
4223
Crossingbridge Advisors
New York
$306M +$174M +133% 0.04% 95 57.89%
WHAM
4224
Windmill Hill Asset Management
United Kingdom
$306M +$118M +63% 3.9% 86.6% 27 11.11%
ATFA
4225
All Terrain Financial Advisors
Minnesota
$305M +$32.6M +12% 0.04% 52.8% 105 17.14%