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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
IIA
4351
Integral Investment Advisors
California
$309M +$10.2M +3% 1.87% 60% 161 8.7%
AFGAS
4352
Allegiance Financial Group Advisory Services
Virginia
$309M +$21.4M +7% 1.84% 62.6% 119 38.66%
FIBT
4353
First International Bank & Trust
North Dakota
$309M -$3.28M -1% 0.67% 38.6% 75 8%
LPP
4354
Long Path Partners
Connecticut
$309M +$313K +0.1% 9.57% 9.18% 12 25%
CPA
4355
Court Place Advisors
Maryland
$308M -$34.6M -10% 1.25% 92% 168 13.69%
AFS
4356
Aft Forsyth & Sober
Florida
$308M +$4.29M +1% 3.64% 94.6% 81 7.41%
BHWM
4357
Bay Harbor Wealth Management
Maryland
$308M +$1.95M +0.6% 1.66% 47.9% 194 22.16%
OBGC
4358
O'Brien Greene & Co
Pennsylvania
$308M -$13.1M -4% 0.39% 81.4% 143 11.19%
FP
4359
Fiduciary Planning
Florida
$308M +$13.3M +5% 1.42% 65.5% 76 21.05%
WIS
4360
Wright Investors Service
Connecticut
$308M -$74.1M -19% 4.28% 146% 146 15.07%
UWM
4361
USAdvisors Wealth Management
Minnesota
$308M +$21.9M +8% 0.31% 55% 145 15.17%
AIM
4362
AMI Investment Management
Indiana
$308M +$12.3M +4% 0.63% 47.9% 72 11.11%
TCWM
4363
Total Clarity Wealth Management
Illinois
$308M -$3.13M -1% 1.01% 69.7% 299 23.75%
NIA
4364
NIA Impact Advisors
California
$308M +$6.34M +2% 3.37% 120 15.83%
PB
4365
Pinnacle Bancorp
Nebraska
$307M -$66.6M -18% 0.38% 68.3% 910 7.47%
BFA
4366
Beacon Financial Advisory
Ohio
$307M +$13.4M +5% 0.94% 68.1% 313 9.27%
SFWC
4367
Strategic Family Wealth Counselors
New Jersey
$307M +$21.3M +7% 2.95% 72.3% 149 18.79%
SBLIC
4368
Security Benefit Life Insurance Company
Kansas
$307M +$109M +55% 20% 60.6% 29 34.48%
CW
4369
Channel Wealth
California
$307M +$3.39M +1% 0.51% 59.3% 178 17.98%
BIC
4370
B&I Capital
Switzerland
$307M -$38.1M -11% 7.19% 30.5% 34 41.18%
TAS
4371
TIFF Advisory Services
Pennsylvania
$307M +$6.03M +2% 2.94% 85.9% 20 15%
CD
4372
Chapin Davis
Maryland
$307M -$2.18M -0.7% 2.65% 323% 233 0.86%
PWP
4373
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 0.3% 152 9.21%
PB
4374
Prime Buchholz
New Hampshire
$306M 3% 31
DAM
4375
Deepwater Asset Management
Minnesota
$306M +$21.6M +8% 6.08% 142% 26 23.08%