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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
PBC
5051
Pavion Blue Capital
California
$172M +$9.21M +6% 6.11% 67.6% 100 4%
AFS
5052
Access Financial Services
Minnesota
$172M +$6.99M +4% 3.49% 44.8% 90 18.89%
BTIM
5053
BancFirst Trust & Investment Management
Oklahoma
$171M +$4.02M +2% 6.1% 44.9% 46 10.87%
MIM
5054
Moseley Investment Management
Florida
$171M +$17.3M +11% 10.7% 96.6% 148 6.76%
GIA
5055
Goodwin Investment Advisory
Georgia
$171M +$17.9M +12% 8.29% 57% 85 9.41%
PIA
5056
Powell Investment Advisors
Florida
$171M -$8.61M -5% 5.53% 60.3% 140 10%
HCM
5057
Hutner Capital Management
Vermont
$171M +$6.76M +4% 4.71% 53.7% 44 0%
KWM
5058
KFG Wealth Management
Indiana
$171M +$26.6M +18% 6.8% 50.4% 122 26.23%
MAWCM
5059
Mine & Arao Wealth Creation & Management
California
$171M +$15.2M +10% 11% 92% 346 10.4%
KIG
5060
Kennedy Investment Group
New Jersey
$171M +$7.33M +4% 4.61% 59.5% 123 6.5%
RA
5061
Ruggaard & Associates
Ohio
$171M +$8.84M +5% 3.77% 39.1% 110 4.55%
MAM
5062
MMA Asset Management
Pennsylvania
$171M +$30.9M +22% 4% 44.8% 121 23.14%
NG
5063
NWK Group
California
$171M +$16.8M +11% 18.2% 227% 75 21.33%
CPW
5064
Crestmont Private Wealth
Texas
$171M +$17.6M +12% 4.72% 45.8% 52 13.46%
OCA
5065
Otter Creek Advisors
Florida
$171M +$31M +22% 5.5% 173% 53 50.94%
FCA
5066
Fortis Capital Advisors
Kansas
$171M -$16.4M -9% 11.9% 111% 660 85%
CWP
5067
Corepath Wealth Partners
Arizona
$170M +$11.1M +7% 3.21% 56% 43 9.3%
AWA
5068
Alta Wealth Advisors
Massachusetts
$170M +$11.8M +7% 8.77% 87.6% 142 10.56%
PWMG
5069
Provence Wealth Management Group
California
$170M +$20.1M +13% 11.5% 160 24.38%
NEPPG
5070
New England Professional Planning Group
Rhode Island
$170M +$4.77M +3% 4.85% 59% 40 5%
AFGAS
5071
Allegiance Financial Group Advisory Services
Virginia
$170M +$34.5M +25% 5.17% 62.6% 72 11.11%
RWM
5072
Ruedi Wealth Management
Illinois
$170M +$14.5M +9% 4.34% 39.4% 266 18.05%
CB
5073
CNB Bank
Pennsylvania
$170M +$5.7M +3% 6.59% 79.1% 494 13.16%
HWP
5074
Heritage Wealth Partners
Ohio
$170M +$43.5M +34% 2.23% 69 43.48%
PAM
5075
Peninsula Asset Management
Florida
$170M +$10.1M +6% 7.64% 41.8% 42 2.38%