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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
BWM
4251
BCS Wealth Management
Tennessee
$211M +$18.1M +9% 4.41% 46.7% 163 15.34%
TWM
4252
TMD Wealth Management
Arizona
$210M +$32M +18% 1.64% 2.41% 45 28.89%
HAFS
4253
Hapanowicz & Associates Financial Services
Pennsylvania
$210M +$17.3M +9% 4.14% 58.5% 38 31.58%
NCM
4254
Neumann Capital Management
California
$210M +$12.2M +6% 8.2% 79.4% 82 6.1%
PHAM
4255
Palisades Hudson Asset Management
Florida
$210M +$17M +9% 9.81% 53.9% 112 7.14%
AWM
4256
Atticus Wealth Management
Florida
$210M +$11.3M +6% 3.71% 63.8% 373 13.14%
CW
4257
Cabot-Wellington
Massachusetts
$210M +$13.2M +7% 6.68% 65% 17 0%
FLI
4258
Family Legacy Inc
South Carolina
$210M +$15.9M +8% 7.36% 69.1% 120 14.17%
CCM
4259
Crestwood Capital Management
New York
$209M -$1.82M -0.9% 6.74% 129% 24 37.5%
ACM
4260
Aljian Capital Management
Nevada
$209M +$12M +6% 1.7% 144% 60 20%
PCFFS
4261
Pacific Center for Financial Services
California
$209M -$61.1M -23% 5.5% 43.4% 352 6.25%
OHSU
4262
Oregon Health & Science University
Oregon
$209M +$54.3M +35% 5.1% 1 0%
VAG
4263
VisionPoint Advisory Group
Texas
$209M +$10.3M +5% 5.03% 74.2% 148 31.08%
HCA
4264
Horan Capital Advisors
Ohio
$209M +$15.3M +8% 7.06% 26.6% 88 6.82%
TW
4265
Towerpoint Wealth
California
$208M +$8.55M +4% 3.19% 62.4% 78 7.69%
SWIG
4266
Strategic Wealth Investment Group
Kentucky
$208M +$37.8M +22% 2.32% 87 17.24%
CPIA
4267
Cornell Pochily Investment Advisors
New York
$208M +$458K +0.2% 5.96% 83.7% 154 7.14%
SCG
4268
Sonata Capital Group
Washington
$208M +$6.12M +3% 6.04% 57.4% 133 9.77%
KIC
4269
Keating Investment Counselors
Florida
$208M +$8.35M +4% 6.88% 43.7% 60 3.33%
PM
4270
Parametrica Management
Hong Kong
$208M +$45.9M +28% 8.15% 257% 253 75.1%
MG
4271
MilWealth Group
Wisconsin
$208M +$6.24M +3% 2.63% 29.9% 72 33.33%
AWMT
4272
AAFMAA Wealth Management & Trust
North Carolina
$208M +$1.2M +0.6% 7.65% 58.8% 69 17.39%
BI
4273
Ballast Inc
Kentucky
$208M +$11.9M +6% 5.63% 66% 95 8.42%
BOC
4274
Barbara Oil Co
Illinois
$208M +$9.05M +5% 6.42% 56.4% 89 8.99%
PEA
4275
Pacific Edge Advisors
California
$208M +$15.6M +8% 5.98% 31.3% 38 7.89%