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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
RIM
4926
Reliant Investment Management
Tennessee
$172M -$1.96M -1% 0.33% 122% 66 24.24%
BSI
4927
Bennett Selby Investments
Maine
$171M -$2.2M -1% 1.79% 69.8% 56 3.57%
WMA
4928
Wealth Management Associates
New Jersey
$171M -$5.4M -3% 3.47% 111% 200 9.5%
OAP
4929
One Advisory Partners
Kansas
$171M -$6.5M -4% 3.8% 54.2% 47 25.53%
WFS
4930
Weitzel Financial Services
Iowa
$171M -$4.94M -3% 3.35% 42.4% 39 5.13%
LFA
4931
LifeGuide Financial Advisors
Pennsylvania
$171M +$23.2M +16% 5.92% 31% 39 15.38%
OCPWS
4932
One Charles Private Wealth Services
Massachusetts
$171M -$1.02M -0.6% 0.83% 99.7% 129 5.43%
OWA
4933
Opal Wealth Advisors
New York
$171M -$29.6M -15% 2.67% 55.6% 158 18.35%
SW
4934
Simplicity Wealth
New Jersey
$171M +$10M +6% 3.67% 58.9% 104 36.54%
FI
4935
FIDELIS iM
Oregon
$171M -$5.27M -3% 3.93% 40.1% 19 10.53%
BAM
4936
Bayshore Asset Management
Florida
$171M -$12.8M -7% 2.3% 62.3% 35 5.71%
ZIG
4937
Zullo Investment Group
Pennsylvania
$171M -$4.47M -3% 4.26% 97.2% 142 4.93%
FFC
4938
First Financial Corp
Indiana
$171M +$14.6M +9% 2.13% 88.3% 389 16.2%
TF
4939
Theory Financial
Colorado
$171M -$3.18M -2% 3.16% 40.5% 74 28.38%
FFG
4940
Fortem Financial Group
California
$171M +$1.79M +1% 0.23% 179% 168 12.5%
TL
4941
Tradewinds LLC
North Carolina
$170M +$596K +0.4% 3.32% 125 25.6%
PWA
4942
Phoenix Wealth Advisors
North Carolina
$170M -$1.6M -0.9% 2.95% 55% 112 10.71%
AI
4943
Acuitas Investments
Washington
$170M -$1.63M -0.9% 4.56% 180% 122 18.85%
PCMK
4944
Paragon Capital Management (Kansas)
Kansas
$170M -$4.16M -2% 0.5% 75.8% 56 5.36%
AAG
4945
Avalon Advisory Group
Pennsylvania
$170M -$5.77M -3% 4.23% 33.8% 9 22.22%
IVMX
4946
Institutional Venture Management XV
California
$170M -$84.3M -33% 27.3% 36.3% 5 20%
CB
4947
CNB Bank
Pennsylvania
$170M -$175K -0.1% 3.02% 79.1% 518 19.31%
BC
4948
Barrett & Company
Rhode Island
$170M -$2.64M -2% 2.94% 74.8% 643 6.53%
DS
4949
Dalal Street
Texas
$170M +$96.2M +131% 56.7% 155% 3 33.33%
W
4950
WorthPointe
California
$170M +$4.15M +3% 3.07% 51% 72 27.78%