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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
IAG
4451
Investment Advisory Group
Massachusetts
$288M +$29.4M +11% 6.52% 61.6% 176 10.8%
AWC
4452
Adamsbrown Wealth Consultants
Kansas
$288M +$31.3M +12% 5.16% 55.8% 94 11.7%
CPIA
4453
Cornell Pochily Investment Advisors
New York
$288M +$25M +10% 7.84% 83.7% 177 7.34%
CA
4454
Centerpoint Advisors
Massachusetts
$288M +$10.1M +4% 5.82% 74.2% 500 13%
AFGAS
4455
Allegiance Financial Group Advisory Services
Virginia
$287M +$26.1M +10% 5.8% 62.6% 82 15.85%
LSA
4456
Lion Street Advisors
Texas
$287M +$17M +6% 8.7% 38% 282 14.89%
OPW
4457
Oxler Private Wealth
New York
$287M +$16.8M +6% 4.97% 92.6% 87 5.75%
VM
4458
VPR Management
Texas
$287M +$19.4M +7% 7.84% 54.5% 57 12.28%
VBFP
4459
Valtinson Bruner Financial Planning
Minnesota
$287M +$34.9M +14% 5.51% 36.2% 141 13.48%
HJIM
4460
Henry James International Management
New York
$287M +$4.35M +2% 5.42% 123% 102 4.9%
HC
4461
Hendley & Co
Ohio
$287M +$8.28M +3% 4.9% 54.8% 57 12.28%
RWI
4462
Red Wave Investments
Pennsylvania
$287M +$15.7M +6% 5.67% 58% 112 9.82%
BWM
4463
Buska Wealth Management
Wisconsin
$287M +$35.8M +14% 5.23% 63 20.63%
VFIC
4464
Valley Forge Investment Consultants
Pennsylvania
$287M +$22.4M +8% 6.67% 61.9% 90 11.11%
CFC
4465
Coyle Financial Counsel
Illinois
$287M +$7.05M +3% 5.07% 62.4% 80 20%
GPC
4466
Greenstone Partners & Co
California
$287M +$47.2M +20% 25.8% 527% 9 0%
MTIC
4467
Missouri Trust & Investment Company
Missouri
$287M +$21.2M +8% 6.96% 65.1% 413 6.78%
POEH
4468
Post Oak Energy Holdings
Texas
$286M -$81.9M -22% 15.7% 64.6% 2 50%
PCM
4469
Passive Capital Management
Maryland
$286M +$17.1M +6% 7.15% 37.7% 68 7.35%
AAM
4470
Augustine Asset Management
Florida
$286M +$27.4M +11% 12.9% 344% 100 5%
WIA
4471
Westbourne Investment Advisors
Maryland
$286M +$10.2M +4% 3.83% 89.4% 91 5.49%
EML
4472
Eos Management LP
New York
$286M +$29.3M +11% 16.3% 152% 44 6.82%
UWM
4473
USAdvisors Wealth Management
Minnesota
$286M +$1.67M +0.6% 5.54% 55% 138 14.49%
SFWC
4474
Strategic Family Wealth Counselors
New Jersey
$286M +$22.8M +9% 6.88% 72.3% 134 8.21%
WFA
4475
Websterrogers Financial Advisors
South Carolina
$286M +$5.02M +2% 5.11% 42.9% 71 8.45%