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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
OIC
4651
Orion Investment Company
Missouri
$257M +$6.2M +2% 66
PWM
4652
Palumbo Wealth Management
New York
$257M +$20.5M +9% 168
CAG
4653
Compass Advisory Group
New York
$257M +$32M +14% 71
CWM
4654
Concentrum Wealth Management
California
$257M +$19.2M +8% 74
MIM
4655
MTM Investment Management
South Carolina
$257M +$12.9M +5% 277
GFPC
4656
Global Financial Private Client
Florida
$257M +$17.4M +7% 828
CWA
4657
Centennial Wealth Advisory
Michigan
$257M +$25.7M +11% 167
SCM
4658
Segra Capital Management
Florida
$256M +$147M +135% 8
MECA
4659
Miller Equity Capital Advisors
Texas
$256M +$15.8M +7% 56
UCB
4660
United Community Bank
South Carolina
$256M +$8.65M +3% 393
PH
4661
Pinnacle Holdings
Oklahoma
$256M +$10.1M +4% 261
TWD
4662
True Wealth Design
Ohio
$256M -$149M -37% 1,325
RLIM
4663
Red Lighthouse Investment Management
New York
$256M +$17.1M +7% 106
BBWA
4664
Bell & Brown Wealth Advisors
California
$256M -$5.19M -2% 73
SAM
4665
Selway Asset Management
$256M +$10.9M +4% 80
EW
4666
Enzi Wealth
Texas
$256M +$28.5M +13% 72
SRA
4667
Summit Rock Advisors
New York
$256M -$67.8M -21% 8
AP
4668
Arlington Partners
Alabama
$256M +$54.2M +27% 59
MCF
4669
MKA Charitable Fund
California
$256M -$5.13M -2% 1
RCS
4670
Retirement Capital Strategies
California
$256M +$6.17M +2% 84
BAMG
4671
Brand Asset Management Group
Missouri
$255M +$18.7M +8% 92
HZ
4672
Hixon Zuercher
Ohio
$255M +$18M +8% 76
PFG
4673
Pinnacle Financial Group
Illinois
$255M +$21.3M +9% 84
RL
4674
Rogco LP
Oklahoma
$255M +$10M +4% 248
SW
4675
SMART Wealth
Nebraska
$255M +$7.92M +3% 166