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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
WFG
4226
Wills Financial Group
Virginia
$206M +$5.23M +3% 58
IBOK
4227
Independence Bank of Kentucky
Kentucky
$206M +$12.9M +7% 392
IP
4228
Investment Partners
Ohio
$206M +$17.7M +9% 163
GGPE
4229
Golden Gate Private Equity
California
$206M -$43.3M -17% 14
MA
4230
MONECO Advisors
Connecticut
$206M +$24.5M +14% 226
EWM
4231
EPG Wealth Management
Georgia
$206M +$39.1M +23% 194
AMIM
4232
Aull & Monroe Investment Management
Alabama
$205M +$17.7M +9% 134
FA
4233
FC Advisory
Pennsylvania
$205M +$5.5M +3% 63
THP
4234
Tower House Partners
United Kingdom
$205M +$400K +0.2% 6
FC
4235
Full18 Capital
Connecticut
$205M -$22.7M -10% 119
NFAM
4236
North Fourth Asset Management
New Jersey
$205M -$163M -44% 142
TWA
4237
Tillar-Wenstrup Advisors
Ohio
$205M +$11.9M +6% 37
CFO
4238
Collective Family Office
Pennsylvania
$205M +$25M +14% 175
NCM
4239
Nellore Capital Management
California
$205M +$88M +75% 29
CCG
4240
Ceeto Capital Group
Florida
$205M +$6.55M +3% 147
LWM
4241
Liberty Wealth Management
California
$205M +$429K +0.2% 1,080
PP
4242
Professional Planning
California
$205M -$42.8M -17% 145
FWP
4243
Falcon Wealth Planning
California
$205M +$26.3M +15% 56
BWLSA
4244
Blue Water Life Science Advisors
California
$205M +$34.3M +20% 26
WIC
4245
WealthBridge Investment Counsel
Alberta, Canada
$205M +$13.4M +7% 35
RIM
4246
Reliant Investment Management
Tennessee
$204M +$17.4M +9% 70
AIA
4247
AIMZ Investment Advisors
California
$204M +$13.4M +7% 111
AAG
4248
Avalon Advisory Group
Pennsylvania
$204M +$3.89M +2% 10
WVP
4249
Worth Venture Partners
New Jersey
$204M +$79.8M +64% 148
PWM
4250
PRW Wealth Management
Massachusetts
$204M +$26.3M +15% 102