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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
BIP
4476
Bouvel Investment Partners
Pennsylvania
$347M +$20.2M +6% 3.98% 187% 88 20.45%
EL
4477
EQ LLC
Washington
$347M +$52.2M +18% 2.15% 72.9% 79 8.86%
APM
4478
Avidity Partners Management
Texas
$347M -$92.7M -21% 14.4% 461% 54 48.15%
BAM
4479
Blueshift Asset Management
New Jersey
$347M +$22.1M +7% 1.12% 25.2% 684 72.51%
BWAM
4480
Boyd Watterson Asset Management
Ohio
$346M +$10.6M +3% 5.78% 82.4% 427 3.51%
NCM
4481
Neumann Capital Management
California
$346M +$4.23M +1% 2.18% 79.4% 105 5.71%
PIA
4482
PineBridge Investments Asia
$346M 0.38% 7
NL
4483
NKCFO LLC
Illinois
$346M +$13.7M +4% 7.45% 202% 125 48.8%
PC
4484
Prevatt Capital
Bahamas
$346M +$51.6M +18% 2.77% 12 33.33%
JIC
4485
JRM Investment Counsel
Nebraska
$346M +$11.7M +3% 2.3% 61.2% 21 0%
MCG
4486
McCollum Christoferson Group
New York
$346M -$3.3M -0.9% 0.38% 47.8% 75 2.67%
KWM
4487
Kaydan Wealth Management
Michigan
$346M -$4.53M -1% 2.83% 57.8% 114 2.63%
OPW
4488
Oxler Private Wealth
New York
$345M +$1.63M +0.5% 1.78% 87.3% 92 4.35%
BWCS
4489
Beirne Wealth Consulting Services
Connecticut
$345M -$71.5M -17% 2.69% 75.4% 229 54.59%
LAM
4490
LOM Asset Management
$345M +$17.3M +5% 4.7% 282 14.18%
CPIA
4491
Cornell Pochily Investment Advisors
New York
$345M +$10M +3% 3.11% 83.7% 189 10.05%
PFA
4492
Pathway Financial Advisers
Indiana
$345M +$2.15M +0.6% 2.9% 82.4% 377 57.03%
FP
4493
FFG Partners
Florida
$345M -$24M -7% 1.5% 40 12.5%
KFP
4494
Keystone Financial Planning
Ohio
$345M +$676K +0.2% 1.23% 34.1% 48 12.5%
SGH
4495
Sivik Global Healthcare
Connecticut
$345M +$902K +0.3% 11.5% 53.8% 65 56.92%
PFG
4496
Pinnacle Financial Group
Illinois
$345M +$13.8M +4% 2.48% 54.3% 115 8.7%
WFA
4497
Websterrogers Financial Advisors
South Carolina
$344M +$11M +3% 1.8% 42.9% 96 7.29%
FIM
4498
Freedom Investment Management
Connecticut
$344M -$34.3M -9% 2.54% 58.5% 149 27.52%
FWA
4499
Flagship Wealth Advisors
Massachusetts
$344M +$40.5M +13% 2.49% 447 15.44%
VFIC
4500
Valley Forge Investment Consultants
Pennsylvania
$344M +$1.91M +0.6% 2.31% 51.3% 86 9.3%